Alternatives to MeridianLink One

MeridianLink’s Account Opening Software offers a streamlined solution for banks and credit unions looking to enhance their deposit account opening processes. By consolidating digital account opening, identity verification, and e-signatures into one platform, the software ensures a smooth user experience and faster processing times. It offers advanced customization options to adapt to specific institutional needs, such as dynamic workflows that automate manual tasks and flexible decisioning that speeds up application approvals. Seamless integration with core systems enhances operational efficiency and allows for immediate data syncing, while the mobile-first design ensures accessibility across devices. This platform is designed to boost consumer satisfaction by reducing friction during account opening and increasing cross-sell opportunities.

LendingPad offers a modern, cloud-based loan origination system (LOS) tailored for mortgage lenders, brokers, bankers, and credit unions. Created by industry professionals, the solution is built for efficiency, user-friendliness, and transparency—enabling teams to process loans more efficiently and provide an outstanding experience for borrowers. The system streamlines operations by consolidating processes, automating repetitive work, and maintaining regulatory compliance through a scalable, API-first framework. By eliminating workflow obstacles and simplifying daily activities, LendingPad allows mortgage teams to concentrate on customer service rather than administrative hurdles. Its adaptable design ensures that organizations of any scale can respond effectively to market shifts, regulatory changes, and new business demands.

SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale at their own pace, offering seamless, digital-first experiences anytime and anywhere. As a fully integrated, front-to-back platform, it drives innovation across a wide range of sectors, including retail, corporate, and neobanking. Whether it’s digital and open banking, deposits, payments, lending, or compliance, SBS Banking Platform provides the tools and infrastructure needed for financial institutions across EMEA to stay ahead of the competition. The platform’s versatility allows for tailored solutions, enabling banks to innovate and meet evolving customer demands. Trusted by top-tier banks, SBS Banking Platform is widely recognized by industry leaders such as Gartner, Forrester, NelsonHall, and IBS for its transformative impact on the financial services landscape. Recent accolades, including recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS, highlight the platform’s role in driving progress and excellence in the financial sector.

CREDITONLINE is an integrated software platform that manages loan business operations. It enables organizations to connect and integrate all parties in a state of the art lending ecosystem. Our solutions were developed in close collaboration with software developers and lenders business professionals who have more than 10 years experience in fintech. It is a great fit for retailers, alternative lenders, and financial institutions. Our future-proof technology and trusted partnerships make it easy, fast, and cost-effective for you to expand your services and increase the number of clients. This will allow your business to grow and reinvigorate at any stage of its business life-cycle. CREDITONLINE is the best choice for enhancing such business activities like Loan Origination, Leasing and Refinancing.

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.

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.

AI software yields automated underwriting and loan matching at a 95% proven funding rate. The problem in the industry is a low 55% average at funding loans due to the fragmented lending process. HWML solved this problem by giving brokers, banks and consumers access to the platform syndicated with 300+ lenders in Commercial Real Estate, Residential Real Estate, Business, and Personal loans. HWML’s platform has funded over $600M+, loans sized from $100k-$50M!

It is gone the days when you had to work with multiple financial solutions and patch together outdated, clunky offerings, while focusing on customer needs. Now you can confidently and securely ensure that more customers have better, more personal experiences, no matter where they are located. Our many consumer products have been integrated into one powerful platform for account opening and consumer lending. This has made digital lending easy. MeridianLink Consumer, formerly LoansPQ®, was the industry's most popular loan origination system. It offers a complete loan product suite for banks and credit unions. MeridianLink Consumer is a single loan origination platform that consolidates and streamlines all applications. It also applies the same rules and processes to ensure a smooth process for credit union staff and a great consumer experience for customers and members.

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

The MeridianLink Portal is a sophisticated, cloud-based point-of-sale (POS) solution that enhances existing systems for loan origination and deposit accounts, allowing users to effortlessly apply for loans and set up accounts at any time, from any device. With a design prioritizing mobile usability and a web-centric interface, it accommodates universal applications for a variety of consumer and commercial products, includes prompts for cross-selling after submission, enables document signing during sessions, and provides autofill for driver's license scans. This Portal is fully integrated with MeridianLink's Consumer and Opening platforms, along with online banking and core systems, offering extensive customization options, including themes, language, and workflows, all while maintaining high levels of security, white-label branding, and scalability. Additionally, it minimizes errors through intelligent pre-fill and validation processes, ensuring a smooth, consistent user experience that enhances conversion rates and streamlines the transfer of application data directly into backend systems without the need for manual input. Overall, the MeridianLink Portal represents a significant advancement in the efficiency and accessibility of financial services.

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.

MeridianLink Business is an innovative cloud-based lending platform tailored for banks and credit unions, designed to enhance and digitize the complete loan lifecycle, from the initial application to the final closing. By providing a fully digital and customizable experience through the Business Owner Hub, it empowers borrowers while facilitating data-driven decision-making with its advanced machine learning capabilities and a multitude of data points. Additionally, the platform offers integrated boarding and analytics tools that streamline workflows, making it user-friendly for all parties involved. Notably, it can be implemented in under 90 days without any coding, supports seamless online lending processes and quick onboarding, and boosts both competitiveness and operational efficiency through automated decision-making and active borrower engagement. Furthermore, it includes essential compliance features and integrates with third-party tools to meet regulatory requirements effectively, ensuring a comprehensive solution for modern lending needs. By improving the overall lending experience, MeridianLink Business stands out as a vital asset for financial institutions aiming to adapt to the evolving market landscape.

As customer demands evolve rapidly alongside technological advancements and new competitors continuously enter the market, Engage empowers Financial Institutions to effectively cater to the distinct requirements of each individual customer. This all-encompassing solution for consumer lending, account management, and card marketing automation enhances your understanding of customers by creating detailed profiles that reveal their specific needs and timing. By facilitating opportunities that drive revenue throughout your organization, Engage allows you to precisely target your audience with tailored and pertinent communications while also measuring the results on your financial performance. By integrating your internal data with third-party information through our state-of-the-art decision-making and marketing platform, Engage eliminates the burdensome tasks of IT data retrieval, organization, and manual reporting for marketing initiatives. Additionally, it streamlines your processes and elevates the client experience in your lending growth strategies through seamless connections to MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately fostering deeper customer relationships and enhanced service delivery.

MeridianLink Mortgage Credit Link serves as a cloud-based web platform designed for the efficient automation and management of mortgage verification service orders. With its user-friendly interface and seamless single API integration, users can easily request a variety of products, including tri-merged credit reports from major bureaus, AVMs, and various verification services, thereby reducing the potential for errors and minimizing costs. The SmartAPI facilitates the integration of multiple bureaus and external verification services, producing consolidated responses supported by XML APIs and extensive compatibility with over 100 loan origination systems and automated underwriting systems. Additionally, it features comprehensive tools for billing, reporting, and account management, along with capabilities for re-ordering and customizing credit report formats. Its robust security measures, including multi-factor authentication and PCI compliance, ensure that credentials are safeguarded against unauthorized use, allowing users to conduct their operations with confidence. This platform is designed to enhance operational efficiency and improve the overall user experience in mortgage verification processes.

MeridianLink DecisionLender (formerly TCI DecisionLender) is a flexible and intuitive loan origination system that was designed with the automotive, powersport, solar energy and merchant financing industries in mind. DecisionLender integrates seamlessly with all major dealer portals, provides real time reporting, and automates lending.

MeridianLink Data Connect is a cloud-based platform that allows financial institutions to securely and automatically transfer various types of origination data, including account openings, consumer and loan applications, as well as credit and queue information, directly into their data warehouses each day, thereby eliminating the need for manual or bulk uploads. Once the system is integrated, users can achieve near real-time visibility into the complete origination process, facilitating quicker insights into approval rates, identifying bottlenecks, and analyzing performance trends. This solution is specifically designed to work in harmony with MeridianLink Insight, providing capabilities for interactive dashboards, detailed reporting, and data-informed decision-making without the burden of expensive research and development or technical complexities. By centralizing organized data such as configuration tables, time series, and credit metrics, financial institutions can enhance their compliance monitoring, improve operational efficiency, gain consumer insights, offer personalized experiences, conduct benchmarking, and perform timely trend analyses. Ultimately, this empowers institutions to make informed decisions that can drive growth and improve customer satisfaction.

MeridianLink Insight is a comprehensive, cloud-based business intelligence platform tailored for financial organizations such as banks, credit unions, and mortgage providers. This solution provides users with interactive and visually engaging dashboards along with customizable reports that feature drill-through functionalities, allowing both frontline employees and decision-makers to analyze loan and account origination data in real time. Insight integrates effortlessly with existing systems, utilizing MeridianLink Data Connect to channel data into a secure data warehouse that refreshes daily, enabling Insight to deliver dynamic analytics without delay. The user-friendly interface includes various filters, exploratory sandboxes, and embedded visualizations, empowering users to create reports in mere minutes rather than taking days. In addition, Insight enhances data-driven initiatives by offering tools for benchmarking, performance monitoring, predictive analytics, revenue enhancement, and compliance-friendly visualizations, all of which are available at any time and from any location. This accessibility ensures that financial institutions can make informed decisions swiftly and efficiently.

Nexys is here to help you grow and profit, not just with a product. We know the challenges that today's loan originators face, and we want to be your partner in achieving success. Nexys is more than just software. It's a trusted partner in the ever-changing landscape of mortgage lending. Nexys is the future of loan management and origination software. Your success is our top priority. Nexys is a powerful software that can help you unlock new possibilities in your lending operations.

Mortgage Director serves as the innovative loan origination platform at the heart of the Fiserv lending framework. It enhances lending processes and fortifies the connections between lenders and their borrowers. In the current competitive lending landscape, it has become crucial for lenders to utilize technology to elevate service quality, optimize operations, and meet borrower expectations. By consolidating all essential features within one cohesive lending environment, lenders can confidently navigate their future, knowing that all necessary tools are at their disposal. Mortgage Director equips users with everything they need to define the future of lending while facilitating a fully digital mortgage experience from the core of a unified mortgage lending ecosystem. This integration not only simplifies processes but also empowers lenders to remain agile and responsive to market demands.

Transform your banking experience with Novopay's cutting-edge Banking Platform, which is designed to be cloud-native, mobile-first, API-enabled, and powered by AI technology. Novopay offers a range of products, including digital lending, prepaid cards, wallets, and payment solutions, all of which can be licensed, customized, and operated on the cloud with round-the-clock managed services. With Novopay's prepaid card and wallet solutions, financial institutions, retailers, telecom companies, and corporations can effectively address intricate payment scenarios, ensuring a smooth payment experience for employees, clients, and partners alike. Enhance customer engagement by delivering a seamless and uncomplicated payment process, while empowering consumers with complete control over their payment methods. In addition, Novopay provides an innovative solution tailored for microfinance and community banking, featuring loan officer applications that facilitate both online and offline field operations, thereby streamlining the lending process for all stakeholders involved. This comprehensive approach not only optimizes operational efficiency but also strengthens relationships within the financial ecosystem.

LenderClose’s innovative platform and award-winning technology consolidate all necessary information for lenders into a single, comprehensive hub. By enabling credit unions and community banks to enhance their lending and underwriting processes, LenderClose promotes speed, efficiency, and an improved borrowing experience. Developed by industry professionals, LenderClose integrates decades of expertise in lending and technology. The company is at the forefront of tech-driven solutions that redefine the lending process. Committed to service excellence, LenderClose ensures that each client receives a top-notch experience. Their solutions not only boost internal productivity but also aim to deliver outstanding lending experiences. Whether managing one loan a month or thousands, meticulous attention is crucial post-funding. For instance, verifying that property taxes are current can save credit unions or community banks significant amounts of money. Ultimately, LenderClose is reshaping the landscape of lending with a focus on quality and efficiency.

The nCino Cloud Banking Platform is a comprehensive, cloud-based solution that addresses challenges and promotes opportunities facing financial institutions (FIs) today. It's an end-to-end platform that connects commercial banking, mortgage, consumer banking, small business banking and treasury management. No matter what business your customers have with your institution, they will receive a seamless, intuitive, consistent, and personalized experience across all channels, which is key to driving satisfaction and retention.

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.

Achieve brighter financial prospects with ease by utilizing a top-tier digital lending platform tailored for mortgages and consumer banking. Gain clarity on essential engagement metrics through ready-made reports, allowing for strategic decision-making supported by detailed data, and facilitate the sharing of valuable insights throughout your organization. Enhance both conversion rates and customer satisfaction by providing fluid lending experiences across various channels, including digital, phone, and in-branch interactions. Empower loan officers to dedicate more time to attracting new clients and acting as reliable advisors, while automating tedious processes to reduce approval delays and guarantee timely closings, enabling an increased loan handling capacity. Create smooth customer experiences that foster growth, boost productivity, and strengthen customer relationships. Additionally, utilize an expansive network of technology, data, and service providers to create cohesive customer journeys, tapping into the strengths of our comprehensive ecosystem to maximize efficiency and satisfaction. By doing so, you not only enhance your service offerings but also position your organization for long-term success in a competitive market.

MeridianLink Collect is an innovative cloud-based platform designed specifically for financial institutions to streamline and expedite the management of delinquent accounts. Featuring a contemporary and intuitive interface, it replaces traditional manual processes and spreadsheets with flexible queues, automated task management, and multi-channel communication options, including email, SMS, and phone calls, all while providing real-time tracking of payments. The system includes dynamic dashboards and both prebuilt and customizable reporting tools, allowing organizations to effectively assess portfolio performance, monitor collector efficiency, and analyze case-specific information through integrations with core systems and external data sources. Additionally, it comes equipped with compliance-ready checklists and integrated controls that help maintain regulatory standards. Seamless connections with other MeridianLink products, as well as payment processors, skip tracing, e-signature, repossession, and insurance systems, enhance its functionality. As a fully hosted Software as a Service (SaaS) solution, Collect eliminates the need for any installation or system upgrades, ensuring that users benefit from the latest features without the hassle of maintenance. This comprehensive approach not only simplifies debt collection but also empowers financial institutions to operate more efficiently in managing their delinquency processes.

We provide a cloud-based core banking solution that encompasses the complete lifecycle of both lending and savings functions within a single system. This platform consists of modular components that can be assembled to craft the desired banking experience. The primary advantages lie in the rapid deployment and the flexibility to tailor the solution according to your requirements. We can establish a new banking institution in just a few months and introduce additional products in a matter of weeks. By maintaining all clients on a unified platform, we can innovate swiftly without sacrificing availability, ensuring you always operate on the latest version while concentrating on efficiently developing what you need. With your customers at the forefront, our cloud-native core banking system provides a diverse array of prebuilt solutions that empower you to effortlessly design new and innovative banking services, aligning with their constantly evolving expectations. Ultimately, this approach not only enhances service delivery but also cultivates customer loyalty through adaptability and responsiveness.

All-in-one software platform for loan origination and loan servicing. Invoicing, loan accounting, and loan billing are all possible with this software. Payment processing and check/ACH to participants and investors (participation). As well as support for mortgage pool/fund management. LOAN SERVICING SOFT helps you increase your loan servicing efficiency and lending capacity. Easy to use, flexible, and scalable LOAN SERVICING SOFT can be used for all types of lending models, including private money, hard money, conventional residential real property and commercial real estate. Automated billing, workflow, and task management.

Encompass® from ICE Mortgage Technology offers significant savings and enhancements in operations right from the start. Lenders of all sizes rely on the Encompass Loan Origination System (LOS) to increase loan origination efficiency, decrease costs, expedite closing times, and make informed business choices. In relation to the new URLA, ICE Mortgage Technology continues to lead the industry with its proactive measures. We are committed to delivering extensive support across the complete digital lending ecosystem, covering everything from point-of-sale to loan origination, closing, and onward delivery to the secondary market. This all-encompassing strategy guarantees that every lender utilizing Encompass has the necessary tools to operate smoothly and effectively. Additionally, we encourage you to visit our regularly-updated URLA Readiness Page for the most current information, including readiness guides, webinars, and a variety of valuable resources to enhance your experience. By staying informed, lenders can navigate the evolving landscape with confidence.

Imagine a technology ally that offers a sophisticated platform tailored to meet all your diverse lending requirements. This solution is remarkably adaptable, facilitating mortgage, consumer, and commercial lending within a singular, streamlined, and cost-effective system. PowerLender transcends conventional Loan Origination System (LOS) technology by fostering growth while significantly reducing expenses. Picture your team flourishing through the efficiency of a unified lending platform that enhances cross-selling potential. Visualize seamless integration with over 70 service providers covering areas such as point-of-sale, electronic signatures, credit assessments, mortgage insurance, flood insurance, government-sponsored enterprises, servicing, appraisals, document delivery, compliance, and more. Envision a solution so versatile that it can adjust to your specific lending workflows today and continue to do so as your needs evolve in the future. Consider PowerLender as your key to staying competitive in an ever-changing market, where financial institutions must streamline their operations and eliminate reliance on multiple systems for consumer, commercial, and mortgage lending. This innovative approach not only simplifies processes but also enhances customer satisfaction and operational efficiency.

We have completely transformed the lending process to facilitate a seamless experience for both borrowers and lenders. Origence’s comprehensive origination solutions support your lending journey from the initial application through to closing and all phases in between. By focusing on enhancing member interactions, we create improved borrowing experiences with solutions tailored specifically for your members' needs. Our advanced lending technology promotes quicker and more straightforward lending, driving increased profitability and higher rates of success. Furthermore, our automated solutions boost productivity and engagement by adapting to your specific requirements. Our consumer loan and new account origination system serves as an all-encompassing solution aimed at enhancing the experiences of both lenders and borrowers alike. With robust reporting features, industry-leading origination and underwriting practices, and a continually expanding array of integrations, our highly-customizable decision engine streamlines processes for more rapid decision-making, ensuring efficiency at every turn. This level of customization positions lenders to better meet their goals and respond to market demands effectively.

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.

Financial entities maximize their performance by leveraging business intelligence, refining processes, and strategically implementing technology. However, how can your organization maintain a competitive edge in a swiftly changing environment without incurring the high costs of an in-house team of specialists? This is precisely where MeridianLink® Consulting steps in. Our consulting services tailored for banking technology aim to assist financial institutions in updating outdated systems, enhancing digital workflows, and extracting more value from their technology investments—while effectively managing expenses. By partnering with us, you can focus on growth and innovation without the financial strain of maintaining a large internal team.

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

Lendstream is the culmination of many years of intensive research and development. It supports all aspects of loan brokerage and lending. It is data-rich, flexible in control, and powerful in analytics. It is suitable for SME, Consumers, Mortgage, P2P lending, Crowdfunding. Facilitate loan origination from leads to funding using role-based automated, controlled workflow process. For better customer service, loan monitoring, and customer default prevention, you can use the built-in CRM system. Help customers choose the best loan option. You can use web and mobile applications to verify borrower identity and credibility, notify lenders, manage bidding, and facilitate the closing. Multiple business entities can use one integrated system that is easy-to-deploy and/or migrate from legacy software. International scaling is possible with the built-in support for Multi-currency and languages.

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.

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.

The Mortgage Cadence Platform (MCP) delivers two dynamic solutions—MCP Enterprise for fully customizable lending operations and MCP Essentials for a streamlined, budget-friendly approach. Designed with cutting-edge technology and a sleek, intuitive interface, MCP offers unmatched adaptability and connectivity. Its extensive API suite ensures effortless integration with specialized tools, fostering seamless collaboration with partners and third-party platforms. Experience automated processes, user-friendly design features, and responsive HTML5 technology for a smooth experience on any device. Powered by ACE (Adaptive Configuration Efficiency), MCP enhances automation, delivers deep analytics, and provides real-time data insights to optimize every stage of the lending journey. Supported by Mortgage Cadence’s deep industry knowledge, MCP redefines mortgage lending by improving efficiency, ensuring compliance, and elevating customer experiences. Explore how MCP can transform your lending operations and drive sustainable growth.

Telemetry BI, a cloud-based, turnkey platform for mortgage business intelligence and analysis, is called Telemetry BI. It is the first mortgage lending solution to integrate financial and operational data from your loan origination software and accounting system. This unique approach gives mortgage lenders a complete view into their business via interactive dashboards and standard-of-practice mortgage KPIs. It also provides branch-level P&L reports and more. Automated production, branch and financial reporting can be leveraged to existing mortgage accounting software and loan origination software. Telemetry BI provides easy access and reporting for all types of mortgage lending institutions. Reports include best-practice metrics such as P&Ls and cost-per-loan. Balance sheets, forecasts, and many other information.

Quickly evaluate commercial real estate loan applications by utilizing your organization's real-time pricing matrix found in LendingLink. Your Sales Team can effortlessly determine the sizes of various commercial real estate loan products in accordance with your organization's up-to-date guidelines. Additionally, management has the capability to set up triggers for pricing exceptions, ensuring that any commercial real estate loan that falls outside the institution's standard parameters must receive approval. LendingLink specializes in enterprise software for commercial real estate, offering solutions designed to enhance transparency, operational efficiency, and productivity for banks and credit unions involved in lending and managing portfolios of multifamily and commercial properties. Our platform leverages the latest technology advancements and operates in the cloud via Microsoft Azure, providing robust security measures with all client data securely housed in distinct instances to ensure privacy and compliance. Moreover, this commitment to cutting-edge technology and security helps build trust and reliability in our services.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.

Whether your operation involves closing 50 loans each month or a staggering 5,000, our Loan Origination System (LOS) and its integrated mobile application empower Loan Officers to boost productivity while minimizing expenses. With OpenClose, you can make smarter decisions and expedite your closing processes! The OpenClose LOS, known as LenderAssist™, effectively tackles the obstacles that banks, credit unions, and mortgage lenders face with other existing loan origination solutions on the market. As a result, a growing number of financial institutions are opting for OpenClose now more than ever. Acknowledging the challenging landscape of profit constraints and rigorous regulations in which you operate, OpenClose provides a mortgage LOS that enables you to navigate these hurdles and achieve remarkable returns on investment. This understanding drove us to develop our software as a fully browser-based, comprehensive, omnichannel solution that: additionally streamlines workflows and enhances user experience, ensuring that you can focus on what matters most—serving your clients effectively.

CreditSnap, a cloud-hosted Digital Account Opening Platform for Banks, Credit Unions, and Community Banks is available. All your retail and business account opening needs are covered under one roof. 1) A modern, responsive and instant deposit account opening experience: Credit unions, banks, and anyone can now offer a modern deposit account opening experience with full automation. This includes eligibility, KYC, and digital deposits. 2) Lending Cross-Sell - Unique and exclusive solution in the market. It uses soft inquiry data to instantly send loan offers after the Deposit Application experience is complete. 3) Omni Channel

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.

LASER Credit Access offers a smooth connection between your Salesforce organization and top-tier credit data providers such as Experian, Equifax, and TransUnion, along with nearly 40 other Credit Reporting Agencies (CRAs) like MeridianLink, CBCInnovis, and Factual Data. After you download the LASER Credit Access application from the AppExchange and experience its potential to enhance your workflow, it will be necessary to establish a complete account, allowing you to generate live credit reports straight from Salesforce to your credit bureau account. Keep in mind that the process of setting up an account usually takes around 24 hours following the submission of your account setup form. To initiate this account setup, we will require specific details pertaining to your chosen credit bureau account, as each bureau has unique requirements. It’s crucial to fill out the account setup form with precision because any inaccuracies will prevent the process from functioning correctly, emphasizing the importance of attention to detail during this stage. Ensuring that all the provided information is 100% accurate is the key to a successful setup and a streamlined experience.

Lendsqr is at the forefront of the lending industry with its comprehensive loan management software that reshapes the operations of financial institutions. By streamlining every phase of the lending process, Lendsqr allows banks, fintech companies, and lenders to accelerate their launch timelines, enhance scalability, and provide outstanding experiences for their borrowers. Recognized by top financial institutions in emerging markets, Lendsqr is playing a crucial role in closing the credit gap in developing economies, thereby enhancing financial access for millions of individuals. With Lendsqr, lenders are empowered not only to manage loans effectively but also to transform their entire lending operations for greater impact and efficiency. This innovative approach positions Lendsqr as a key player in driving financial inclusion and fostering economic growth.