Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
StreamLoan streamlines lead management and mortgage origination by connecting loan officers, borrowers, and real estate agents to expedite the conversion of leads into loans through comprehensive automation. Our technology, designed for both mobile and web platforms, is user-friendly, efficient, and can be utilized seamlessly, whether at the office or while attending a child's swim practice, benefiting all involved parties and leading to a higher number of closed loans. Achieve significant business outcomes, boost revenue, finalize more loans, and enhance the overall borrower experience while minimizing costs. Effortlessly communicate and keep a secure, complete record of all interactions related to a file. Utilize real-time chat and notifications to collaborate with all parties, ensuring that every discussion is organized in one centralized hub with access for all relevant stakeholders. Maintain compliance with communication standards through secure and encrypted channels, eliminating the risks associated with unprotected SMS messages and ensuring that no updates from co-borrowers are overlooked due to communication gaps. In this manner, StreamLoan not only enhances efficiency but also fosters stronger relationships among all parties involved in the loan process.
Description
Swim is a comprehensive cloud-based point of sale and business management platform tailored specifically for independent jewelers in retail and manufacturing. Its features encompass Point of Sale, Inventory Management, Customer Relationship Management, Automated Marketing (including SMS, email, direct mail, and newsletters), Supplier Management, Business Reporting, Repair and Job Tracking, Expense Management, and much more. By using Swim, you can automate and organize your entire business operations, allowing you to reclaim precious time. This user-friendly, cloud-centric system is designed with jewelry-specific functions that your team will appreciate. The setup is incredibly straightforward; all you need to do is sign up, and you’re ready to start. With Swim, you can access your business from anywhere at any time. Furthermore, its calendar and job tracking capabilities help optimize your workshop efficiency while maximizing your return on investment. Additionally, Swim equips your staff with the necessary resources to address all customer inquiries throughout the process, ensuring a seamless experience for everyone involved. Overall, Swim is an invaluable tool that simplifies the complexities of managing a jewelry business.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$79 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
StreamLoan
Founded
2015
Country
United States
Website
www.streamloan.io
Vendor Details
Company Name
Octahedron
Founded
2000
Country
Australia
Website
onswim.com
Product Features
Mortgage and Loans
Amortization Schedule
Yes
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
Yes
Contact Management
No
Credit Reporting
No
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
Product Features
Jewelry Store Management
Appraisal Management
Yes
Commission Management
Yes
Consignments
Yes
Customer Purchase History
Yes
Jewelry Design
No
Marketing Management
Yes
Multi-Store Management
Yes
Pricing Management
Yes
Repair Tracking
Yes
Supplier Management
Yes
Wholesaler Management
Yes