Alternatives to Collect

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Axe Credit Portal – ACP – is a future-proof AI-driven solution to automate the loan process from KYC to servicing including scoring, automatic decisioning, limit management, and collateral management. ACP is a locally hosted or cloud-based solution for lenders looking to provide an efficient, competitive, and seamless omnichannel financing journey for all client segments (Retail, Commercial, Corporate, Sovereign, and FIs.) ACP is a multi-segment digital lending solution covering not only Retail, Commercial, Corporate, FIs, and Sovereign segments but also other specific types of lending such as Microfinance, BNPL, Embedded financing, Islamic finance, Green Loans, debt servicers & collectors. Axe Finance is the trusted partner of leading global banking institutions such as Société Générale, OTP Bank, APS Bank, Arab National Bank, Al Rajhi Bank, Saudi EXIM Bank, QNB, ADCB, FAB, Bank of Bahrain and Kuwait, Bangkok Bank, Vietcombank, VIB, Permata Bank, BRED Bank Cambodia, Fidelity Bank, Polaris Bank, African Development Bank Group. among many others.

Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

MeridianLink Mortgage (formerly LendingQB), is an innovator in financial technology solutions that transform the way mortgage lending institutions originate loans and interact with their customers. MeridianLink Mortgage is a browser-based, SaaS-based Loan Origination Software that powers mortgage lending. MeridianLink Mortgage modernizes and integrates with more than 300 vendors and services. This allows you to create a Digital Mortgage solution that suits your needs. LendingQB is the leader in digital mortgage lending, putting the power of LOS technology at your fingertips. MeridianLink Mortgage's Lean Lending solution is what makes it unique. It combines advanced technology with dedicated services that aim to optimize technology adoption. This results in faster implementations and enhanced process efficiency, as well as greater ROI. Natively-built AUS/loan pricing engine

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

Crowdsofts is your trusted partner in providing intelligent automation of the entire crowdfunding and crowdlending process. Crowdsofts will make it easy to launch your crowdfunding business. Crowdfunding is easy and affordable. Crowdsofts is a white-label crowd lending platform that can be tailored to your business' needs. Your advanced crowdlending portal will deliver. Invest in sales and marketing. Crowdsofts is your trusted partner in providing intelligent automation for the entire crowdlending process. Our software is the key to this success. You can access it by setting up a subscription. Crowdsofts will make it easy to launch your crowdfunding business. Our advanced crowdfunding portal is highly scalable and robust.

With Kinective Bridge™ (formerly OmniConnect), access the largest library of integrated fintech solutions, with 80+ integrations across 99% of US-based cores. Seamlessly connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. • Turnkey solution for secure, comprehensive, and supported connectivity • Innovate at your pace and scale growth without the need for extensive development resources • Mitigate manual processes and human error • Access the largest library of integrated fintech solutions with the flexibility to choose any system, technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process.

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. With Mortgage Automator, you can simplify your lending operations and focus on driving growth.

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.

HES LoanBox empowers lending businesses with a fully digital, customizable lending ecosystem that automates complex processes from onboarding to collections. Lenders can deploy online applications, borrower portals, and mobile apps that allow customers to manage loans, payments, and documents without visiting a physical branch. The platform accelerates credit decisions by combining AI-driven scoring, machine-learning risk detection, and instant KYC verification. With built-in workflows, role-based permissions, and e-signature support, LoanBox reduces manual workloads and enhances operational transparency. Real-time notifications, payment schedules, and unified borrower profiles help maintain customer engagement and reduce delinquency rates. Loan officers benefit from smart task management, automated calculations, and detailed reporting tools that support data-driven decisions. HES LoanBox integrates effortlessly with payment providers, third-party services, and financial tools to extend functionality without disrupting existing systems. Designed for alternative lending, POS finance, SME lending, auto loans, and microfinance, it adapts to a wide range of business models.

Easily initiate processes from any location. Optimize your workflow by issuing immediate pre-approvals, storing documents, executing one-click AUS, distributing disclosures, and much more. Offer your clients a personalized, user-friendly, and secure portal that facilitates the collection of loan applications and necessary documentation in accordance with specified guidelines. Provide precise quotes to your borrowers with accurate rates, create fee worksheets that reflect true costs, conduct instant total cost analyses, establish rate notifications, manage profit margins, and more. Gain access to an industry-leading lender marketplace that not only ensures accurate pricing but also allows for digital loan submissions to lenders while receiving timely status updates. Connect with a vibrant community, exchange best practices, share innovative ideas, request features, and actively contribute to the evolution of the platform. ARIVE was created to merge essential software tools for brokers, addressing the common challenge faced by the average broker, who typically relies on over five different applications to manage a loan. By integrating these solutions into one cohesive platform, ARIVE aims to enhance efficiency and streamline the loan process.

AllCloud stands as a Unified Lending Technology platform that consolidates multiple facets of the lending process—including loan origination, management, and collections—into one cohesive solution. This integration empowers lenders to expedite loan processing while enhancing security and precision, ultimately creating an outstanding experience for both borrowers and lenders alike. A primary advantage of Unified Lending Technology is its capacity to accelerate market entry. It enables organizations to effortlessly configure credit products tailored to diverse customer requirements, facilitated by numerous integrations and a robust low-code platform. By minimizing the time needed to introduce new offerings, this technology equips businesses with a significant competitive advantage. In addition to its speed, Unified Lending Technology also boasts formidable security and compliance capabilities. Utilizing top-tier cloud infrastructure ensures that data remains secure at a banking standard and is automatically compliant. Furthermore, the combination of innovation and reliability in this platform allows lenders to focus on growth and customer satisfaction while minimizing risks associated with lending operations.

License a world-class loan origination and servicing platform for your lending business. Everything is handled in one place: lead acquisition, underwriting and origination, servicing, debt collection, and servicing. Our modular extensible platform includes everything you need for risk management, payment processing and metro2 reporting. More than 65% of visitors on our client's websites are mobile. That's why we designed the software to allow both administrators and borrowing clients to be mobile-first with a rich client experience. Get in touch with us today or visit our website at: https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fheliumloans.com%2Flicensing%2Flending

Effortlessly handle deal flow and document management with our secure and customizable portal, allowing your team to concentrate on closing deals instead of sorting through paperwork. With a single, secure platform, teams can seamlessly monitor loan statuses, automatically organize and label documents, and utilize online support systems for a smoother lending process. Focus on securing deals rather than managing documents; Cirrus simplifies the document collection process into an intuitive interface. Equipped with checklists, collaboration features, and adaptable workflows, it reduces friction and enhances transparency at every stage. By streamlining both deal flow and documentation, your team can achieve quicker closings and increased productivity. This innovative approach not only saves time but also fosters a more organized environment for all your business transactions.

ATLOS is a comprehensive Loan Application Software designed to enable lenders to efficiently gather and manage loan information, complete and electronically sign forms, handle documents, and more. By utilizing ATLOS, lenders can fully eradicate the use of paper, leading to enhanced operational efficiency, diminished costs, and lowered risks. With ATLOS, lenders can store their clients' loan documentation securely in a centralized online system, effectively minimizing paper waste. This software not only boosts the productivity of mortgage companies and banks as they handle loan applications, but also mitigates potential risks associated with the process. ATLOS stands out as an affordable and user-friendly lending solution, allowing for seamless customization of web forms to capture any type of loan data in a personal ATLOS database. Furthermore, the data integrated within ATLOS can be leveraged to populate PDF forms, implement decision-making rules, and serve various other functions, making it an invaluable asset for lenders looking to streamline their operations. Overall, ATLOS transforms the loan application process, making it more efficient and less cumbersome for financial institutions.

SparkLMS is a unified suite of loan management tools that includes Lead Management, CRM and Loan Product Management, underwriting, loan origination, collections, reporting, and lead management. It is the perfect solution for micro-loan lenders. This allows them to manage their Payday and Installment, CAB/CSOs, Auto Titles, and Line of Credit Portfolios all from one platform. SparkLMS is a cloud-based platform that reduces IT costs and simplifies IT management. SparkLMS provides seamless integration and visibility through a single data model that spans back office financials and customer records. You need a modern, flexible business solution to grow your lender business. It must be cost-effective, scale quickly, and future-proof your company for continued innovation and growth.

Consulting Plus' mortgage servicing software, Mortgage+Care, is designed for small, medium, and large commercial lenders as well as nonprofits, banks, and other economic development organizations. Mortgage+Care is available as a cloud-based and on-premise solution. It automates the entire lending process and allows users manage different types of loans such as term loans, lines of credit, interest-only, amortized loans, fixed or step-rate loans. The key features include loan servicing, loan origination trust accounting, investor support and collections, fund management, reporting, and fund management.

The Nortridge Loan System is a robust loan service software designed for enterprises, streamlining the processes of origination, servicing, collection, and reporting across various types of loan portfolios. Organizations utilizing this solution can effortlessly design customizable loans, manage diverse product lines, and enter new markets with ease. Essential features of the Nortridge Loan System encompass loan origination, customer relationship management (CRM), servicing, and collections. Among its key modules are Escrow, Multi-Book Accounting, Participations, and a Client Web Portal, which collectively enhance the efficiency and functionality of loan management. Additionally, this system empowers businesses to optimize their operations and better meet the needs of their clients.

MeridianLink One is a comprehensive, cloud-based banking software solution tailored for financial institutions, especially community banks and credit unions, that streamlines the entire process of digital lending and account opening. By utilizing a shared data framework across its various modules, this platform effectively combines the functionalities of deposit account initiation, consumer and mortgage loan origination, point-of-sale lending, digital mortgage processes, credit verification services, analytics, and collections all within one cohesive system. Its advanced loan optimization engine quickly evaluates existing loans and suggests competitive rates, enhancing opportunities for cross-selling and maximizing customer wallet share. Moreover, it facilitates quick implementation through open APIs and boasts integration with over 600 fintech and core banking partners, providing a flexible, phased rollout and real-time automation that effectively eliminates data silos and manual tasks. This innovative approach not only improves efficiency but also enhances the overall customer experience by delivering seamless services.

Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender. Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.

Law firms are facing heightened demands to ensure their communication with clients is secure, compliant, and efficient, revealing that traditional closing management methods fall short of these expectations. Our cost-effective cloud solution, designed by legal professionals, prioritizes compliance from the ground up, featuring a secure client portal alongside customizable best practice workflows tailored to specific legal fields. It offers powerful enterprise capabilities suitable for complex transactions like mergers and acquisitions or financial reorganizations, yet remains accessible for solo practitioners. The integrated portal facilitates communication between clients and external representatives, operating beyond standard email to guarantee secure and compliant interactions. Implementing the system is straightforward, allowing you to upload existing documents and tailor workflows to align with your specific practice area, ensuring a seamless transition and enhanced operational efficiency. This combination of flexibility and security positions our solution as an essential tool for modern legal practices.

Atfinity is a celebrated no-code platform tailored specifically for financial institutions, enabling them to automate, orchestrate, and enhance client processes effortlessly. With its user-friendly no-code framework, Atfinity allows for the rapid creation and deployment of customized automated workflows, addressing unique needs efficiently. This innovative approach facilitates the construction of processes in mere days rather than months, while modifications can be implemented within hours instead of days. Such agility ensures that organizations can swiftly adapt to changing demands and respond promptly to regulatory shifts. Furthermore, Atfinity boasts a robust suite of services that ensures smooth integration with core banking systems as well as KYC, KYB, and AML tools, fostering a cohesive operational ecosystem. During the onboarding of new clients, the API Framework effectively connects Atfinity with CRM systems, ID verification providers, and document management software. When a new client record is established in the CRM, Atfinity automatically initiates the ID verification process and produces welcome documents upon its conclusion. The platform adheres to stringent security protocols, being ISO27001 certified, ensuring that client information remains safeguarded at all times. Ultimately, Atfinity empowers financial institutions to streamline their operations while maintaining the highest standards of security and efficiency.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

Canyou is a platform based in Australia that specializes in automating small business processes to enhance workflow communication and efficiency. It allows organizations to gather and manage a variety of documents, forms, licenses, and certificates in a centralized location while integrating seamlessly with existing software applications. Notable features of the platform include the ability to handle both government and custom forms, facilitate document collection, provide e-signature capabilities, conduct identity verification, track licenses and certifications, and ensure data synchronization. Canyou is compatible with popular systems like Xero, MYOB, and Deputy, which enables businesses to maintain their established payroll and time-tracking systems without interruption. By automating the gathering and syncing of vital business data, the platform transforms traditional paper-based processes into digital formats and helps keep compliance documents up to date, thereby reducing the risks associated with regulatory compliance. Additionally, it provides intelligent templates for a variety of essential tasks, including employee onboarding, client onboarding, identity verification for clients, supplier integration, team training, and much more, thereby further simplifying operational workflows. This comprehensive approach not only enhances productivity but also promotes a more organized work environment for teams.

PowerSchool Enrollment Express is a streamlined, online enrollment system designed to work seamlessly within the PowerSchool SIS environment. It helps districts modernize registration for new and returning students with a flexible, mobile-friendly platform that reduces administrative workload and improves data accuracy. By digitizing forms and automating workflows, the system cuts printing and mailing costs while ensuring compliance with safety and data protection standards. The platform securely gathers essential student medical and contact information to support safety protocols. Families enjoy a smooth enrollment experience through the integrated Parent Portal, promoting equity and accessibility. Enrollment Express supports reporting and fee payment functions, increasing convenience and boosting district revenue. Accurate enrollment numbers help districts plan resources effectively for classrooms, transportation, and medical needs. Its direct integration with PowerSchool SIS ensures seamless data synchronization and efficient record management.

AuditDashboard's cloud-based platform revolutionizes the way professionals and their clients gather information by standardizing the collection process. By promoting collaboration through a dynamic PBC request list, it simplifies the tracking of outstanding items, ultimately enhancing the client experience. The software enhances efficiency by consolidating communication and document management, effectively breaking down information silos that hinder productivity. By saving time and maintaining organization, it ensures that all parties remain informed and aligned. Users across firms appreciate that the secure and user-friendly interface not only optimizes the document collection process for a seamless client experience but also transforms engagements into collaborative initiatives, keeping everyone focused on their tasks. Additionally, both firm and client users value their dashboards, which provide a comprehensive overview of completed tasks and outstanding items, allowing them to visualize the workload status for all involved. This clarity fosters a more cooperative working environment that benefits everyone engaged in the process.

LoanLogics IDEA™ Services and IDEA™ OnDemand leverage cutting-edge machine learning and complex algorithms to effectively classify and extract information from loan documents, enhancing intelligent data extraction and automation. Our mortgage document processing solutions combine rules-based automation with human workflow to ensure enterprise-level accuracy. With real-time, inline document processing capabilities, lenders can eliminate production bottlenecks, processing documents within mere seconds. Moreover, LoanBeam® Automated Income Calculation and Analysis technologies authenticate income from various sources, providing relief from reps and warranties for self-employed income assessments, while transforming intricate tax returns, variable pay stubs, and W2s into actionable data points to facilitate automated income calculations. By utilizing LoanBeam technology, users can concentrate on assessing risks, improve workflow efficiency, and maintain compliance, ultimately leading to a more streamlined mortgage process. This seamless integration of advanced technologies fosters a more responsive and agile approach to financial document management.

Integra’s LOS software is designed to enhance the lending experience in unprecedented ways. The dedicated Integra team has developed a comprehensive product that encompasses Mortgage, Consumer, and Commercial lending all within a single platform. Beyond providing a user-friendly and easily implementable solution, our core value lies in fostering strong and transparent relationships with our clients through the Client Advocate Program. At Integra, we genuinely consider our clients as integral members of our community, and we are thrilled to welcome you on board! Our complete browser-based solution offers a seamless Origination process for your mortgage operations. EPIC LOS accommodates all facets of the mortgage sector, including retail, wholesale, and correspondent channels, drawing on over 25 years of experience in lending technology. With a focus on innovation, user-friendliness, automation, and adherence to top-tier compliance standards, it’s no wonder that lenders consistently opt for Integra's EPIC solution for their needs. This commitment to excellence ensures that we are not only meeting but exceeding the expectations of our valued clients.

Vision Commerce provides entirely web-based solutions for lease and loan origination tailored for financial lending institutions. By streamlining essential business operations, Vision incorporates a variety of functionalities including CRM, data gathering, credit assessment, adaptable pricing engines, task oversight, personalized reporting, and much more. To effectively cater to diverse business models and financial plans, Vision can be accessed in multiple ways: as a Software as a Service (SaaS), via a dedicated hosting solution, or through a bespoke installation. Clients can expect a significant return on investment due to enhanced application turnover, a notable decrease in origination costs, and an improvement in overall workforce efficiency. Additionally, Vision’s offerings are designed to scale according to the specific requirements of its customers, supported by a platform for custom development and the quick implementation of tailored features. Users can conveniently access the system from mobile devices, benefiting from a user-friendly interface optimized for phones and tablets. The platform also provides specialized portals for vendors, brokers, and lenders, along with a streamlined document workflow facilitated by an eSign module. Overall, Vision Commerce is committed to enhancing the efficiency and effectiveness of financial lending processes.

The top-rated CRM specifically designed for mortgage brokers is BluMortgage, which enhances client communication through pre-designed email campaigns. By simplifying the application pipeline, BluMortgage effectively manages the intricate tasks faced by mortgage brokers. For brokers, nurturing client relationships is paramount, and BluMortgage equips them with essential tools to foster these connections throughout the application journey and beyond. Its pre-arranged drip campaigns ensure that important dates like birthdays, anniversaries, and renewal reminders are not overlooked, facilitating ongoing engagement. Additionally, advanced reporting features help brokers pinpoint potential refinance or upsell opportunities. By utilizing CRM activity reports, users can extract vital insights into productivity trends. To maintain alignment across the team, BluMortgage offers centralized tracking, allowing users to monitor notes, tasks, outstanding conditions, and email communications efficiently. This comprehensive approach not only streamlines operations but also enhances overall client satisfaction and retention. Ultimately, BluMortgage serves as an indispensable ally for mortgage brokers aiming to thrive in a competitive market.

OneFin offers a comprehensive suite of integrated solutions for Banks and NBFCs, including a Loan Origination System (LOS), Loan Management System (LMS), Collection System, and Accounting System, among others. Clients have the flexibility to select any combination of these systems according to their needs. Each system is equipped with extensive features, such as a Multi-channel Sourcing Module, Business Rules Engine (BRE), Know Your Customer (KYC) processes, Disbursement functionalities, NACH support, Accounting, Banking Reconciliation, and a Customer Portal, ensuring a robust operational framework. The seamless integration of these systems enhances overall efficiency and streamlines processes for financial institutions.

Quickly and securely unify the entire mortgage technology landscape on a single platform, where all data and services interact effortlessly. The Staircase platform addresses the integration challenges that hinder the mortgage sector and facilitates comprehensive automation across processes. It allows for the automation of tailored workflows among various software solutions. Users can promptly verify employment and income, while also saving valuable time and resources by converting PDFs into usable data. The platform enables immediate connections to any partner or system of record, relieving users of the burden of finding optimal results and orchestration, which is handled by our expertise. As an API marketplace, Staircase supports low-code integrations and orchestrates technology providers within the US residential mortgage landscape. This system empowers all stakeholders involved in mortgage origination and servicing to communicate smoothly without any friction. You can envision us as the "AWS marketplace for mortgage," fostering an environment where seamless integration and orchestration are prioritized rather than forcing the industry into a singular integration model. Ultimately, Staircase redefines how the mortgage technology ecosystem collaborates and evolves.

Enhance your Money Laundering Compliance and streamline the client onboarding experience with our specialized AML Software. Our comprehensive dashboard consolidates all essential tools, including ID verification, record maintenance, and employee training, ensuring that you remain compliant with regulations. By automating the ID verification process, you can effortlessly collect and validate documents through a personalized client portal. Accelerate your AML compliance efforts with electronic identity checks, and implement automated PEP and Sanction screenings for all new clients. Our software interfaces with numerous data sources to track any changes in a company's structure, providing you with timely updates. Additionally, routine monitoring of your clients will notify you of any address modifications, ensuring you stay informed. With detailed event logging and easily retrievable data, your business will always be prepared for audits. Furthermore, centralize the management of your staff training records and policy documents for greater efficiency. This innovative solution not only simplifies compliance but also enhances overall operational productivity.

Become a part of Portfolio+, a platform designed to link clients with financial service providers for a tailored banking journey. Our consumer-focused banking interface, combined with powerful APIs, delivers customized financial solutions while ensuring the utmost protection of client information. We offer secure and proven financial software solutions that foster business growth for technologically advanced, interconnected financial institutions. By utilizing our open banking platform, we not only empower consumers but also create revenue opportunities for financial service providers. Our core banking system guarantees seamless transaction efficiency throughout the Canadian banking landscape. Additionally, we provide essential training and consultancy services to help finance professionals leverage the advantages of fintech. With over 30 years of experience, Portfolio+ is leading the charge in the open banking revolution in Canada, continuously creating cutting-edge financial products and services through a dedicated team of finance and technology experts. Join us in shaping the future of banking, where innovation meets customer-centric solutions.

TitanFile is an award-winning secure file share and client collaboration platform. TitanFile is as simple to use as email. This results in increased efficiency, cost savings, customer satisfaction, and improved security and compliance. TitanFile is flexible and supports a variety of workflows including secure file sharing, group collaboration and customer-initiated workflows.

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

Stavvy is an innovative digital platform designed to encompass all the essential features, functionalities, and integrations that professionals in real estate require for conducting digital transactions. This platform enables its users to collaborate effectively, securely, and digitally with partners involved in lending, settlement, notary services, and loan servicing. By consolidating all necessary tools into a single secure environment, Stavvy enhances productivity, provides flexible options, and breaks down communication barriers that often hinder professional interactions. The inception of Stavvy was driven by a vision that prioritizes human-centered technology, leading a dedicated team of engineers and industry experts to develop its core product: a digital mortgage platform tailored specifically for mortgage professionals. In the current landscape, Stavvy is not only challenging traditional practices but is also aiding mortgage-based companies in their growth, all while offering user-friendly mortgage technology that can be scaled effectively across the sector. As Stavvy continues to evolve, it remains committed to transforming the mortgage experience for both professionals and their clients.

At the forefront of our mission are the relationships we cultivate with our clients. Regardless of your organization's scale, you will receive the focused attention you deserve, ensuring you are never overlooked in the process. We take pride in maintaining a remarkable 100% client retention rate. Our team is dedicated to helping you automate your unique admissions workflow for both new and returning students, integrating it effortlessly into our enrollment system. You can streamline your entire procedure, encompassing enrollment documents, tuition down payments, and online consent and signatures. It is essential to ensure that your institution complies with section 508 of the Workforce Rehabilitation Act regarding your forms. SimpleApply is equipped to deliver the secure, customized data collection solution necessary for enhancing your operational efficiency. With our innovative tools, your institution can experience a transformation in how it manages admissions and student engagement.

An all-inclusive Client Lifecycle Management solution, encompassing KYC and AML for both On-Premise and SaaS deployments, efficiently enhances your everyday compliance tasks, covering everything from client onboarding to acceptance, transaction monitoring, and the identification of suspicious activities, as well as managing thorough investigations. The system automates the process of verifying identities and gathering necessary information (such as economic profiles and documents) via a personalized client portal designed for both individuals and corporations. By facilitating a more streamlined AML compliance journey, it incorporates automatic risk assessments along with electronic identity validations, PEP and Sanction checks for both new and existing clients on a continuous basis. Our technology enables real-time monitoring of transactions and post-transaction analysis to identify potential fraud and money-laundering activities using advanced rule engines and predictive machine learning models. Additionally, users can establish dynamic criteria that automatically classify clients as high-risk based on factors like PEP status or the nature of high-risk countries. This comprehensive approach ensures that organizations stay ahead in the ever-evolving landscape of compliance and risk management.

Admitek iCampus stands out as the top Office Automation Software tailored specifically for the education sector. It boasts an incredibly sophisticated School & College Management System that encompasses over 36 distinct modules. The Admitek Online Admission System streamlines the admission process for institutions by facilitating student management, online transactions, merit list creation, counseling scheduling, and various reporting needs. Additionally, the Admitek Speech Digital Language Lab is an advanced language learning platform designed for both educators and learners, featuring a user-friendly interface packed with powerful capabilities. Admitek DigiLib serves as a comprehensive Library Management Software, enriched with RFID and Barcode functionalities, offering features such as patron management, web-based cataloging, online fine payments, and the ability to renew loans online. Moreover, we provide customized single or multi-color printing services for Lanyards and Card Holders. Additionally, Admitek PayMate functions as an efficient Fees Collection & Management System, tailored specifically for Schools, Colleges, and Coaching Institutes, thereby enhancing their ability to manage student records and streamline fee collection processes. This extensive suite of solutions ensures that educational institutions can operate smoothly and efficiently.

The Lexbe eDiscovery Platform, a cloud-based litigation document management system and review application, is comprehensive. Our users can quickly process, analyze, cull and review large discovery collections securely and quickly - without breaking the bank. The platform integrates eDiscovery functions at every stage of your case to provide a fully-featured and easy-to-use discovery solution. The Lexbe eDiscovery Platform is completely self-managed or you can call our technical experts who are always available for assistance. Lexbe eDiscovery Platform has all the features lawyers, paralegals and litigation professionals need in an advanced eDiscovery and litigation documentation management application. Lexbe is able to support a wide range of workflows thanks to its unique technology features.

Incept by Antero is a lightning-fast loan & credit origination system that is fully customized and tailored to your company, not ours. It is Australia's most advanced, high-powered origination platform. Adapted workflows will help you speed up the loan origination process and credit decisioning. Our origination software has been designed to match your brand and business with white-labeled product workflows. Your brand will be front and center for your customers and broker. Using interactive workflows, you can automatically process KYC requirements for new consumers and business customers. This includes real-time data from third-party sources, such as GreenID and Australian Business Register. Our built-in calculators do all the heavy lifting for financial transactions, including loans in arrears, or advances, balloon payments, amortization and document, processing, and broker fees.

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