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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Select the North Shore software modules that align with your business requirements while retaining the existing systems that are effective for you, and North Shore will deliver a comprehensive, unified loan life cycle solution tailored to your operations. With a custom and cloud-based approach, North Shore offers loan life cycle solutions that address every aspect of the process. It serves as the ultimate all-in-one loan software suite designed to automate the complete commercial mortgage lifecycle from start to finish. The CREF Operating System is comprised of a robust database, streamlined workflows, advanced AI, detailed reporting, seamless integration, and functional modules. Being a cloud-based platform allows users within an organization to effortlessly exchange data across the system’s diverse modules, thus minimizing the likelihood of data discrepancies that might occur with alternative methods. This versatile system has been meticulously crafted from the ground up, specifically catering to the unique needs of CREF, ensuring optimal performance and adaptability. Furthermore, it empowers businesses to enhance their efficiency and accuracy throughout the entire loan process.

Description

Totality is an advanced loan management platform designed to enhance lending processes through comprehensive automation, informed decision-making, and a cohesive user interface. By streamlining essential portfolio tasks such as customer interaction, contract management, loan assessments, funding, collections, and marketing initiatives, it significantly minimizes the reliance on manual labor. Users benefit from a sleek, modern dashboard that facilitates the entire loan lifecycle on a single, continuously updating screen, effectively consolidating communication options—whether voice, email, or text—alongside pertinent customer information. The system provides real-time tracking of key performance indicators and customizable mobile alerts, ensuring operators can swiftly respond to changing performance metrics. Additionally, Totality seamlessly integrates with various systems and offers flexible customization, while its licensing model incorporates software updates and dedicated support hours, ensuring there are no hidden costs. With these features, Totality empowers lending professionals to work more efficiently and adapt quickly to evolving market demands.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chirp 3 No 
Cobrowse.io No 
DecisionLogic No 
Finix No 
Flinks No 
Google Analytics No 
HappyFox No 
Mailgun No 
Microsoft Excel Yes 
NMI Gateway No 
PAVE No 
Plaid No 
REPAY No 
RingCentral AI Receptionist No 
Sherpa No 
Solutions by Text No 
Twilio No 
Zendesk No 
Zero Parallel No 
esendex No 

Integrations

Chirp 3 Yes 
Cobrowse.io Yes 
DecisionLogic Yes 
Finix Yes 
Flinks Yes 
Google Analytics Yes 
HappyFox Yes 
Mailgun Yes 
Microsoft Excel No 
NMI Gateway Yes 
PAVE Yes 
Plaid Yes 
REPAY Yes 
RingCentral AI Receptionist Yes 
Sherpa Yes 
Solutions by Text Yes 
Twilio Yes 
Zendesk Yes 
Zero Parallel Yes 
esendex Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 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 Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

North Shore Systems

Country

United States

Website

northshoresystems.com/solutions/

Vendor Details

Company Name

Totality

Founded

2021

Country

United States

Website

totalitylms.com

Product Features

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