Alternatives to OpenClose

Axe Credit Portal, axefinance’s powerful integrated software for loan origination automation, is available as a locally hosted solution or as a SaaS solution (cloud). Axefinance was founded in 2004 and is a global provider of software that focuses on credit management automation for financial institutions (traditional, Islamic, etc.). Looking for a competitive edge in productivity and customer support for all client segments: corporate, retail, and SME. axefinance is a trusted financial partner to respected global financial institutions such as Societe Generale and Al Rajhi Bank, Banque Internationale de Luxembourg, First Abu Dhabi Bank, and Banque Internationale de Luxembourg. ACP users enjoy increased profitability, greater productivity, and customer satisfaction, while staying current with ever-changing compliance regulations

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.

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!

LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial

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.

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 (Advanced Cognitive Engine), 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.

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.

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.

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.

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.

Choosing the wrong vendor for your loan origination or servicing software is simply not viable, especially if they are your existing provider. It is crucial to partner with a vendor who can effectively minimize your risks, reduce your costs, and facilitate smooth integration of systems. We recognize the irritation that often accompanies the available software solutions in today's market. Our conviction is that every lender deserves access to all necessary tools to thrive and adequately support their customers. This belief is the driving force behind the establishment of MortgageFlex. For four decades, we have specialized in delivering adaptable solutions tailored to banks' needs for loan origination and servicing software, providing an unwavering guarantee against data loss during the implementation process, significantly reduced service charges, and no hidden data access fees. Our commitment to customer satisfaction is what sets us apart in this competitive industry.

The race to attract customers and capture their spending is intensifying swiftly. To succeed, top banks and financial institutions turn to Nomis’ advanced technology, which provides them with operational control, enhances agility, and enables more effective competition throughout the customer experience. Driven by data and supported by cutting-edge AI, Nomis’ premier Pricing and Profitability Management platform is crafted with your needs in mind and is geared towards delivering tangible results. Confidently offer the optimal price to each customer precisely when they need it. Enhance customer service by gaining a comprehensive understanding of the entire loan lifecycle. Quickly pinpoint and respond to price sensitivity in rival markets. Empower internal teams and facilitate more successful transactions through intelligent pricing strategies. Optimize time and resources with immediate, actionable insights. Establish margins with data-driven confidence, ensuring alignment with prevailing market trends. By leveraging these tools, financial institutions can not only enhance their competitive edge but also foster long-term relationships with their clients.

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.

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.

The creators of PerfectLO recognized the need for a more effective method to kickstart the mortgage application process. Leveraging their deep expertise in the industry, they developed a comprehensive, interactive questionnaire that efficiently and intelligently poses essential questions. This innovation eliminates the issue of inaccurate loan applications stemming from assumptions or insufficient information gathering. It also eradicates the need for unnecessary credit inquiries and prevents the squandering of time and resources on loans that are unlikely to close. Additionally, it addresses the problem of overlooked questions that could lead to further documentation requests. PerfectLO, a cloud-based mortgage software, effectively tackles one of the primary challenges in the loan application journey: the inability to furnish the detailed information required to accurately portray a Borrower’s complete financial profile, ensuring a smoother and more reliable process for all involved.

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.

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.

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

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.

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.

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.

At The Mortgage Office, innovation meets precision in loan management. Our platform is engineered for high performance—delivering unmatched accuracy and an intuitive interface that powers the lending operations of institutions worldwide. With over 45 years of industry expertise, we offer a robust solution covering loan origination, servicing, and fund management, streamlining processes, ensuring rigorous compliance, and driving sustainable growth in today’s competitive landscape.

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.

In the current competitive landscape, commercial lenders are actively seeking methods to enhance efficiency in their lending processes, boost profitability, and mitigate risk. Precision LM stands out as a comprehensive database solution that manages commercial loan operations from the initial request all the way to final outcome. By overseeing every facet of the loan process—including pre-qualification of requests, application processing, commitment management, loan closing, servicing, and accounting—Precision LM streamlines operations with a singular database framework. The system accelerates the origination phase, significantly reducing decision-making and closing times while maintaining uniformity in underwriting practices. Additionally, the servicing component features a fully integrated contact management system, minimizes risk through attentive tracking of portfolio and relationship exposures, and lowers servicing expenses on a per-loan basis, all while enhancing servicing capabilities without the need for additional personnel. This holistic approach not only simplifies the lending process but also empowers lenders to operate more effectively and profitably in a fast-evolving market.

Welcome to a quicker and more streamlined loan experience. Point, the top loan origination system for mortgage brokers, efficiently manages the entire process from the first application right through to closing. Enjoy transparency with no unexpected fees or contracts required. Maintain uniformity by utilizing templates that help standardize borrower files, loan offerings, closing costs, and other essential elements. Collect, generate, and store pre-application information to assist in prequalifying potential borrowers. Enhance your connections with clients through marketing resources such as flyers for open houses, loan comparison tools, and pre-approval documentation. With over 200 integrated vendor partners, Point offers seamless access to services including credit reports, appraisals, asset verification, product pricing, eligibility checks, closing paperwork, and compliance assistance. A simple click establishes connections for you, enabling rapid data exchange with countless service providers, thus enhancing your operational efficiency. Embrace the future of mortgage processing with Point and watch your business thrive.

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.

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.

The loan modification and short sale software platform comes with a comprehensive library of industry-specific forms for loss mitigation that seamlessly auto-populate within the system, including documents such as the HAMP RMA, 710 Form, lender loan modification packages, 4506-T, hardship affidavits, third-party authorizations, and tailored loan modification proposals, among others. Law firms focused on foreclosure defense often require a robust software solution to manage ongoing case updates effectively among their teams. Our dedicated foreclosure defense software efficiently generates legal documents, including retainer agreements and motions, as well as all essential industry forms. Additionally, the integrated calendar feature organizes crucial court dates, filing deadlines, sale dates, and other important events that need to be monitored by the entire staff. Recognizing the significance of bankruptcy in loss mitigation tactics, we have incorporated fields specifically designed to facilitate the processing and tracking of bankruptcy cases, encompassing income, expense, and liability worksheets. This comprehensive approach not only streamlines the workflow but also enhances collaboration within the firm.

Megasys is a leader in complete loan servicing systems for the consumer finance industry for 40 years. Omega is a user-friendly browser-based solution that streamlines account servicing operations. Our total solution includes loan origination, loan servicing, collections, reporting, and document storage. Omega includes an integrated General Ledger and Accounts Payable system with drill-down capability, making Omega the most complete package available for a consumer finance company.

Consolidate all your business operations, which encompass lending, deposits, mortgages, and IRAs, along with seamless integration to your core systems and essential business-to-business (B2B) interfaces such as flood checks, credit bureau access, HMDA reporting, e-signatures, and much more into a single comprehensive solution! ComplianceOne® stands out as a highly customizable loan origination and processing system that allows you to select and activate a multitude of features tailored to your business's evolving requirements. Eliminate any uncertainties regarding the compliance of your documents; let ComplianceOne harness the power of our state-of-the-art content engine, Expere®, so you can concentrate on serving your clients effectively. Remarkably, our Expere compliance content is utilized by 5 of the top 10 and 60% of the top 30 banks in the U.S.! With a range of complementary services available at your disposal, you can easily access vital B2B interfaces, including credit bureau services, identity verification, flood checks, HOEPA, CRA/HMDA reporting, e-signatures, and much more, ensuring that your business operates smoothly and efficiently. This integration not only streamlines processes but also enhances your overall productivity and compliance assurance.

Our digital solutions are designed to improve the mortgage process at all stages. They can be used by investors, lenders, settlement service providers, investors, and borrowers. One digital platform that is seamless, efficient, compliant, and completely paperless for eClosings. Increase data integrity and document integrity Loans are closed faster with fewer errors and omissions. You can eSign or eNotarize documents anywhere. Greater control and accountability throughout the mortgage loan process. Continuous compliance can affect tolerance levels, calculation reconciliation, potential RESPA violations, and TRID issues. The digital mortgage is here - use your borrower's smart phone to keep them engaged throughout loan process.

Lender is an innovative mortgage platform aimed at enhancing and simplifying the loan origination journey for brokers, lenders, and borrowers alike. Equipped with advanced automation, real-time pricing capabilities, and AI-driven functionalities, Lender serves as a comprehensive solution that harmonizes Loan Origination Systems (LOS), Point of Sale (POS), and Customer Relationship Management (CRM) tools into a unified experience. By automating various tasks and removing the need for manual data entry, Lender boosts operational efficiency, minimizes errors, and speeds up the loan processing timeline. It offers brokers immediate access to competitive loan pricing through its integration with Loan Sifter, which guarantees that borrowers can secure the most advantageous rates without delay. Prioritizing compliance, user satisfaction, and growth potential, Lender empowers mortgage professionals to effortlessly handle large volumes of work, provide outstanding service, and expand their business operations effectively. This cutting-edge platform not only transforms workflows but also sets a new standard in the mortgage industry.

VeriLoan offers an end-to–end loan origination, servicing and collection platform on a single platform. It also provides a flexible, process-managed approach that supports fully customized loan origination engines, helping to improve customer experience. Benefits. Benefits. VeriLoan has a powerful rule engine that streamlines loan origination and servicing. This allows financial institutions to improve their business processes and reduce costs. The tailored rule engine competence helps to efficiently define business rules that govern who is responsible for each task in loan servicing and origination. Automated loan origination system reduces time to process loans Digitalization and automation of the entire process cuts down on inefficiency and minimizes the chance for error

HES FinTech is a fintech product development company specializing in automated lending solutions for banks, alternative lenders, and fintech companies. Its flagship product, HES LoanBox, delivers end-to-end automation and seamless management of any loan or lease lifecycle across all devices. Why choose HES FinTech solutions? • Accelerate every stage of the lending lifecycle—from origination to management, servicing, and debt collection. • Reduce operational costs with FOSS-based technology and minimal licensing fees. • Scale seamlessly to support growing business demands with a modular and future-proof design. • Enhance borrower satisfaction with fast, data-driven, and flexible lending solutions.

In the rapidly evolving loans market, conventional software systems have often been either customized for a specific point in time or completely generic, lacking personalization for your unique business requirements. Our eLending Platform stands out as a revolutionary alternative. Instead of relying on the costly and sluggish solutions of the past, our eLending Platform merges the advantages of bespoke software with the affordability and efficiency of off-the-shelf options, offering a groundbreaking method for managing your loan operations. Developed by a team of seasoned online lending professionals and marketing specialists, this comprehensive Loan Management Software addresses your business demands, regardless of the loan products you wish to provide now or in the future. Reach out to our team today to schedule an engaging demonstration of the eLending Platform, and discover how we can seamlessly revolutionize your loan business with minimal hassle, time, and expense while setting you up for future success.

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.

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.

MORSERVw is a versatile Mortgage Loan Servicing System that operates on both Windows and Web platforms, catering to the management of commercial and residential loans. This innovative product represents the evolution of the reliable MORSERV brand, which has been a trusted solution for mortgage bankers since 1983. Among its key functionalities are the preparation of Amortization Schedules, comprehensive Investor Reporting, management of Tax and Insurance Due Reports, processing of Cash Receipts, Escrow Disbursements, and conducting Escrow Analysis, along with generating 1098 forms and History Statements. These features are essential for both interim and long-term mortgage loan servicing organizations to efficiently manage their operations. The software was meticulously designed to ensure that users experience a straightforward, accurate, and efficient system for their everyday record-keeping and handling of individual or multiple investors’ loan portfolios. In contrast to many other servicing software options on the market, MORSERVw was specifically crafted to seamlessly function within the Windows or Web environment from its inception, enhancing user experience and operational effectiveness. As a result, users can expect a robust tool that evolves with their needs in a dynamic industry.

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.

QuickQual, a custom-branded Mortgage Calculator, is sent by loan officers to borrowers via text message directly from their loan origination system. QuickQual can be created in just 30 seconds. Borrowers are able to run payment and closing cost scenarios, and can issue pre-qualification letters or pre-approval letters according to the parameters set by the loan officer. Your Real Estate Agent Partners will have access via their portal to log in and view all clients they have given them. A realtor can quickly generate pre-approval letters and mortgage pre-qualification letters. These letters can be property, down payment, or purchase price specific. All within the limits the loan officer has already established. Imagine how powerful this can be in a multi-offer scenario! QuickQual is loved by both agents and borrowers. QuickQual is a favorite of independent mortgage brokers, banks, credit unions, and brokers.

Margill Loan Manager is a top-quality loan servicing software that saves time and increases accuracy. Margill Loan Manager is trusted by 38 leading companies worldwide. It offers tools for servicing simple and complicated loans, mortgages and lines of credit, receivables and judgments, origination, automatic recomputations of fees, postpayments, fixed/variable rates of interest, and more. This reduces accounting reporting time and calculation errors as well as risk and bad debts.

The ACES audit packages designed for mortgage origination, servicing, and consumer lending effortlessly integrate ready-to-use reports with managed inquiries, showcasing ACES' exceptional functionality and adaptability. Throughout the loan lifecycle, from pre-funding to post-closing and servicing, mortgage lenders encounter numerous opportunities to assess the quality of their assets. With ACES Quality Management and Control, lenders gain access to a comprehensive platform that enables them to identify and rectify loan defects, meet compliance standards, and mitigate legal risks across their entire origination and servicing processes. Although larger risks can yield significant rewards, commercial lenders are acutely aware of how swiftly those gains can vanish due to loan defects or compliance issues. To safeguard these benefits, ACES Quality Management and Control equips commercial lenders with robust auditing and fraud detection tools, ensuring that quality and compliance are maintained throughout their loan portfolios. This holistic approach not only enhances operational efficiency but also cultivates greater trust among borrowers and investors alike.

Kwik Loan offers a user-friendly solution for loan servicing and origination, presenting a secure and all-inclusive platform tailored to meet your loan servicing requirements, featuring comprehensive loan portfolio management, detailed reporting, and efficient document handling, among other capabilities. This innovative software assists lenders in optimizing both the loan servicing and debt collection workflows. It empowers lenders to efficiently create and oversee loans for their clients, complete with integrated billing and payment functionalities. You can effortlessly automate and supervise your loan servicing processes with features that include TILA generation, ACH processing for debits, credits, and exceptions, as well as payment reminders, ROI tracking, and real-time financial analytics. Additionally, it comes equipped with Kwik Decision integration, which provides a loan underwriting module that facilitates electronic credit decision-making. Loan originators have the option to utilize a standard scoring module or collaborate with one of our credit specialists to develop a personalized solution tailored to their needs. This comprehensive approach ensures that lenders can effectively manage every aspect of their loan servicing operations.