Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management.
Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements.
Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it.
New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.
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FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.
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Chaine
Chaine is an innovative productivity solution designed to assist logistics teams in eliminating inefficient tasks and concentrating on growth. By eliminating time-consuming manual processes, your operations team can manage a larger volume of loads with ease. Chaine provides comprehensive visibility across multiple channels, extending its capabilities beyond just the application. Enhance your tracking and tracing functions with Chaine's user-friendly mobile application and automated check-in calls. You can execute tasks automatically based on personalized triggers such as load milestones and appointment times, among others. Additionally, all internal discussions related to a load can be accessed directly within that load's context, facilitating seamless collaboration among teammates, drivers, and dispatchers in a centralized environment. Our app, which integrates with your Transportation Management System (TMS), simplifies the management and tracking of loads by leveraging the full potential of your TMS with complete two-way synchronization, ensuring smooth operations and improved efficiency. With Chaine, your logistics operations can achieve new heights of productivity and coordination.
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Transportation Manager
The Transportation Manager is an integrated suite of products designed to form a robust, online information system tailored for transportation providers. Agencies have the flexibility to choose from various modules that cater to their specific requirements. Essential features included in the system are client registration, trip scheduling and reservations, dispatching, billing for trips, user-friendly built-in reports, straightforward creation of ad hoc reports, along with tracking for vehicles and drivers, maintenance notifications, and reminders for driver training. Furthermore, there are additional modules available for further customization. Customer testimonials highlight the system's effectiveness. The night before a scheduled ride, an automated call is made to all clients to remind them, which significantly decreases the chances of no-shows and late cancellations. If a client does not answer, the system will continue to contact them at predetermined intervals to ensure they receive the information. On the day of the ride, passengers will also receive a notification call to inform them that the bus is on its way, enhancing overall communication and coordination.
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