CRM and ERP technology totally and 100% dedicated to commercial mortgage brokers and direct lenders.
Send a package to multiple lenders with one click of a button. Track each lenders performance and their loans with you.
Manage all your brokers and ISO’s all under one roof with complete control on permissions and productivity.
Underwrite and price out each each commercial mortgage with full yield calculator.
Input daily average balances, total deposits, NSF’s, withdraws, ending balance along with credit card processing statements.
Pull FICO and other credit report data from resellers and directly from TransUnion. Other integrations are coming soon.
Pull Decision Logics validation reports directly into the platform along with the ability to refresh those reports at any time.
Package together an advance with multiple documents and submit to several different funders all at the same time.
If you are participating or have brokers participating with you, track each advance and expected fee’s and income per advance.
Service your entire loan portfolio as a direct funder with daily, weekly, or monthly ACH drafts. Full accounting with integration into Quickbooks online.