Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Mortgage brokers can enhance their business prospects with the Loansifter PPE, which serves as a portal to a vast array of investors and products. This platform is unique in that it facilitates best execution searches among over 120 wholesale investors, enabling top brokers to maintain their competitive edge while confidently implementing profitable lending strategies. You can quickly access rates within minutes thanks to an easy self-service setup that doesn’t require a demonstration. The Loansifter PPE efficiently determines BESTX™ eligibility and pricing for various financing situations across more than one hundred investors and thousands of offerings in mere seconds. With just one click, users can access a comprehensive pricing grid and guidelines from more than 120 wholesale investors. Additionally, you can save further time by configuring your own default search criteria or connecting directly to your LOS via Calyx Point®. The functionalities offered by the Loansifter PPE greatly enhance operational efficiencies, ensuring that you can consistently quote the most favorable execution. Ultimately, adopting the Loansifter PPE not only streamlines the process but also empowers brokers to meet client needs with confidence and accuracy.

Description

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign No 
Adobe Acrobat Sign No 
Authorize.Net No 
Calyx Point Yes 
Cognota No 
LendingPad Yes 
Mailchimp No 
Microsoft Excel No 
PayPal No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
SendGrid No 
Stripe No 
VoPay No 
Zapier No 
Zillow Yes 
Zillow Rental Manager Yes 
airSlate SignNow No 

Integrations

ActiveCampaign Yes 
Adobe Acrobat Sign Yes 
Authorize.Net Yes 
Calyx Point No 
Cognota Yes 
LendingPad No 
Mailchimp Yes 
Microsoft Excel Yes 
PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
SendGrid Yes 
Stripe Yes 
VoPay Yes 
Zapier Yes 
Zillow No 
Zillow Rental Manager No 
airSlate SignNow Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact the Turnkey Lender team for pricing details.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Optimal Blue

Founded

2002

Country

United States

Website

www2.optimalblue.com/product-and-pricing-for-mortgage-brokers/

Vendor Details

Company Name

TurnKey Lender

Founded

2014

Country

USA

Website

www.turnkey-lender.com/request-a-demo/

Product Features

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking No 
Collections Management No 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Product Features

AML

Behavioral Analytics Yes 
Case Management Yes 
Compliance Reporting Yes 
Identity Verification Yes 
Investigation Management Yes 
PEP Screening Yes 
Risk Assessment Yes 
SARs Yes 
Transaction Monitoring Yes 
Watch List Yes 

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management Yes 
Credit Union Yes 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring Yes 

Commercial Loan

Asset Management Yes 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management Yes 
Lead Management Yes 
Pipeline Management Yes 
Risk Management Yes 
Trend Analysis Yes 

Debt Collection

Agency Management Yes 
Auto Dialer Yes 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management Yes 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management No 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis Yes 
Loan Portfolio Management Yes 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests Yes 
Value At Risk Calculation Yes 

Fraud Detection

Access Security Management Yes 
Check Fraud Monitoring Yes 
Custom Fraud Parameters Yes 
For Banking Yes 
For Crypto No 
For Insurance Industry Yes 
For eCommerce Yes 
Internal Fraud Monitoring Yes 
Investigator Notes Yes 
Pattern Recognition Yes 
Transaction Approval Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mobile Banking

Bill Payment Yes 
Biometric Yes 
Cash Management Yes 
Chat / Messaging Yes 
Cross Selling Functionality Yes 
Digital Wallet Yes 
P2P Payments Yes 
Remote Deposit Yes 
SMS Banking Yes 
Transaction Monitoring Yes 
Voice Banking Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Online Banking

Brokerage Yes 
Cash Management Yes 
Chat / Messaging Yes 
Credit Card Management Yes 
Electronic Statements Yes 
Fraud Detection Yes 
Loan Management Yes 
Marketing Automation Yes 
Retail Banking Yes 
Single Sign On Yes 
Transaction Monitoring Yes 

Risk Management

Alerts/Notifications Yes 
Auditing Yes 
Business Process Control Yes 
Compliance Management Yes 
Corrective Actions (CAPA) Yes 
Dashboard Yes 
Exceptions Management Yes 
IT Risk Management Yes 
Internal Controls Management Yes 
Legal Risk Management Yes 
Mobile Access Yes 
Operational Risk Management Yes 
Predictive Analytics Yes 
Reputation Risk Management Yes 
Response Management Yes 
Risk Assessment Yes 

Alternatives

Alternatives

BESTX Reviews

BESTX

Optimal Blue