Alternatives to Knock
Compare Knock alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Knock in 2025. Compare features, ratings, user reviews, pricing, and more from Knock competitors and alternatives in order to make an informed decision for your business.
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1
ABLE Platform
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: - Landing page - to attract new borrowers. - Borrower portal - to serve actual 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. The platform automates the lending process throughout all the stages: - Initiation of omnichannel application - Consolidation and restructuring of debts - Negotiation with customers - Application decision-making - Personalized offers - Automation of the loan disbursement 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 -
2
KnockWise
D2D Tools
For both an experienced door knocker who just can’t deal with the loads of paperwork and back and forth research needed to properly farm a neighborhood, or an eager real estate agent just learning the knocking ropes. Who couldn’t use a leg-up on the competition? Knockwise app will change the way you do real estate door knocking because it’s a program built by Real Estate Agents for Real Estate Agents! Empowering local real estate agents with a revolutionary door to door knocking app. Map your real estate farm to get on-demand accurate homeowner and market data through our system. After knocking on the app, manage your follow-up visits and mail on our custom door to door CRM or gateway Real Estate CRM for better conversions. Then track your performance, and identify key performance metrics. This tool puts an end to tiresome, outdated manual notation and planning, with cutting edge technology for farming real estate leads by door knocking. -
3
Knock
Knock
Knock is a platform that enables leads to message sales representatives on LinkedIn, Slack, or WhatsApp from any marketing asset. By adding the Knock engagement button to marketing materials, leads can instantly connect with sales reps in a private Slack channel without needing a Slack account. Sales teams receive real-time notifications and can accept only relevant chats, with Knock directing qualified leads to the appropriate representative based on company routing rules. Within Slack, teams can conduct discovery by asking questions, sharing files, and adding relevant contacts. If a lead is deemed unsuitable, the channel can be removed from the sidebar. For interested leads, sales reps can share their calendar using the Knock scheduling tool to book demos. Throughout the sales cycle, the chat remains active, with contact information and prospect activities automatically added to the CRM. -
4
LendingTree
LendingTree
We bring the lenders to you so you can shop and compare personal loan offers in minutes. LendingTree is the nation's leading online loan marketplace, empowering consumers to compare-shop across a full suite of loan and credit-based offerings. By providing an online marketplace, LendingTree connects consumers with multiple lenders that compete for their business, offering an array of loan types, including mortgages, home equity loans, auto loans, and personal loans. Since its inception, LendingTree has facilitated more than 65 million loan requests. Through LendingTree, consumers receive free monthly credit scores and access to a network of over 500 lenders offering home loans, personal loans, credit cards, student loans, business loans, home equity loans/lines of credit, auto loans, and more. Instead of sharing information with multiple lenders, fill out one simple, secure form in five minutes or less.Starting Price: Free -
5
Knock2
Knock2
Knock2 is a platform designed to transform anonymous website visitors into actionable sales opportunities. By identifying and enriching visitor profiles, it enables businesses to engage potential customers through personalized email campaigns and AI-powered chat interactions. The platform offers seamless integrations with tools like HubSpot, Salesforce, and Slack, ensuring efficient data flow across systems. Knock2 caters to sales, marketing, and customer success teams by automating outreach and enhancing engagement strategies. Users have reported increased pipeline coverage and improved sales processes, highlighting the platform's effectiveness in capturing and converting leads. -
6
HomeZada
HomeZada
HomeZada is an online platform and app for homeowners to manage their largest asset and biggest expense, their home. This includes offering a secure, cloud-based solution to track a home inventory, a home maintenance calendar, managing home projects and understanding total homeownership costs with home finances. It also a solution that assists businesses and organizations that service homeowners in industries like insurance, mortgage, real estate, home building and more to retain and engage their existing customers and gain net new customers. Your home is a big part of your net worth, so instantly stay on top of the changing nature of your estimated home value, home equity, and a 3 year home value forecast. Easily track all the financial details of your mortgage, home insurance, property taxes and any household expenses.Starting Price: $79.00/year -
7
Morty
Morty
Morty is an all-in-one mortgage platform built to help brokerages and loan officers launch, operate, and scale home-financing businesses from day one. It delivers a full tech stack, including Point-of-Sale (POS), Loan Origination System (LOS), a pricing engine, and a “storefront” for borrower interactions, plus access to a network of 25+ lenders and a variety of loan types (purchase, refinance, HELOC, home-equity, second home, primary home, and investment properties). Morty puts AI and automation at the core: its built-in AI tools (such as “Rosey AI”) streamline and automate paperwork, verify assets, review documents, and accelerate processing, reducing manual workload and error risk. It handles regulatory compliance, licensing, disclosures, and back-office operations so users don’t need to build infrastructure or hire operations staff from scratch.Starting Price: $159 per month -
8
Opendoor
Opendoor
Get an offer in minutes, sell in a matter of days. We'll make you a competitive cash offer so you get a stress-free sale without listing. Sell directly to us and get paid in a matter of days, so you’ll have the cash you need to buy your next home. Do a video walkthrough and skip the showings. If repairs are needed, you can let us handle the work. We believe in an easier home sale. Choose your close date to avoid double-moves and double‑mortgages. Sell your home at a higher price and attract more buyers with a $10k interest-free advance for renovations. Pay just 5% in fees. That's 1% less than the traditional 6% and thousands in savings. From setting the right list price to closing, you’ll be supported by local industry experts. We’ll help you buy a home on your terms and save thousands in the process.Starting Price: 5% fee -
9
ReverseVision LOS
ReverseVision
ReverseVision® (RV LOS) is the leading reverse mortgage origination software in the industry, providing a full-service solution from proposal to post-closing. Reverse mortgages provide access to home equity wealth to adults 55+ while allowing lenders to close low-risk loans. RV LOS delivers reliable reverse mortgage product quotes, documents, processing, and underwriting ability while allowing brokers, lenders, and investors to utilize the same user interface. Integrate HECM and private reverse products into your lending portfolio and increase cash flow for you and your borrowers today. -
10
HomeLight
HomeLight
HomeLight is a comprehensive real estate platform designed to streamline the home buying and selling process by connecting clients with top-performing agents and offering innovative services. Its agent-matching algorithm analyzes over 27 million transactions to pair users with agents best suited to their needs, considering factors like sales history, client reviews, and local expertise. For sellers seeking a quick transaction, HomeLight's Simple Sale provides a no-obligation, all-cash offer, allowing homeowners to bypass traditional listings and close on their timeline. It enables clients to purchase a new home before selling their current one, eliminating the need for contingent offers and facilitating a smoother transition. HomeLight Listing Management (HLM) offers real estate professionals a secure platform to manage, market, and sell listings, featuring tools like digital listing information packages and buyer interest reports. -
11
WebMax START
WebMax
START is a point-of-sale application that integrates with web solutions and data sources in real time, providing a smooth, seamless application process for home buyers and lenders alike. WebMax provides a website provisioning system that accommodates a Mortgage company’s corporate, branch, loan officer, DBA, and partner/affinity websites. The system centers around having a lead capture friendly mortgage website that are equipped with prequalification and 1003 applications that integrate with mortgage specific Customer Relationship Management (CRM) systems, Loan Origination systems, Pricing, Decision Engines, and any other 3rd party program. Loan officers and brokers can use this system to obtain more leads online and convert more business. Companies have the option of using a pre-existing WebMax design or you can provide design files to be built on the MortgageWare Solution. -
12
Birdie
Birdie
All-in-one home healthcare technology that is easy to use, keeps your team motivated, and helps you grow. From creating digital assessments and medication schedules to enabling care staff to deliver care visits, you can cater to all aspects of care, and gain real-time visibility. From building rotas, and billing your clients to onboarding your care staff and managing their pay, we've got all your business operation needs covered. With your data organized under one roof, it's now easy to provide evidence whenever the CQC comes knocking. From keeping family members in the know to coordinating care with local GPs, we've got the tools to connect everyone. The Birdie team has created a free cost-saving calculator, so you can see just how much your care business could save by switching to home healthcare technology. It could be quite a lot! You deserve home healthcare technology that motivates your team and helps you grow.Starting Price: Free -
13
Knock
Knock
The most powerful notification system you'll never build. Knock is flexible, reliable notifications infrastructure that's built to scale with you. Use our APIs to engage users, power cross-channel workflows, and manage notification preferences. Move fast with a notification engine that’s ready to scale from your first welcome email to a cross-channel system that puts your customer first. With Knock, you get a team that’s dedicated to one thing and one thing only: your notifications. Start with email and in-app channels. Instantly add push, SMS, and Slack when you need them. Predictable pricing that scales with you. No upfront fees or infrastructure set up required. Power high volume notifications without spending valuable engineering time on messaging infrastructure.Starting Price: $250 per month -
14
MSP Mortgage Servicing System
ICE Mortgage Technology
MSP, ICE’s best-in-class loan servicing software, has set the industry standard and is unmatched, due to a strong focus on regulatory compliance and risk, protection of borrower-owned data, decades of proven performance, and a commitment to continuous innovation. MSP offers services of all sizes, with the ability to tackle today’s most pressing business challenges. Our mortgage servicing platform is used by financial institutions that service first mortgages, along with home equity loans and lines of credit. These include banks, mortgage companies, credit unions, housing agencies, and more. MSP offers unsurpassed cash controls and balancing functionality, as well as investor reporting, customer service, and escrow. MSP is backed by a team of industry experts who provide customer support and superior expertise to maximize ROI. -
15
Pocket AI
Pocket AI
Pocket AI is a chatbot with human-like language that can generate replies on a wide range of topics and styles. It has the ability to compose music, solve math problems, tell a joke, write an essay or an email, answer science questions, explain historical events, give you recipes, write a program code, and much more. Pocket AI is intuitive, it allows you to ask it questions, acquire information, or have a natural efficient conversation. The app is designed to intelligently respond to a wide range of prompts, allowing it to be the best assistant/companion for both professional and personal use. Whether you're looking for information, require guidance with a task, or simply want to have a friendly chat, Pocket AI App is here to assist you. A sense of humor worth sharing, with all sorts of jokes from knock-knock to anecdotes. A vast comprehensive knowledge base, with the ability to expand on any topic you have in mind.Starting Price: Free -
16
SAEGIS
Clarivate
Eliminating unavailable trademark candidates early saves you time and money. Rely on the industry’s most trusted trademark screening solution for your initial “knock out” searches. SAEGIS® makes it easy to perform knock-out searches of proposed trademarks in jurisdictions worldwide, whether you want an automated search strategy or prefer to create your own. Save time and money by identifying “non-starter” marks quickly and easily. Export results and create custom reports in seconds, tailored to the needs of each client. Clarivate makes budgeting predictable and affordable with pricing plans to meet any requirement, from occasional to heavy use. Review results in a view of your choice and collaborate using integrated flagging, sorting, highlighting, and commenting tools to save your business time. Simplify the review with a consistent format across registers, in your choice of eight languages. Clarivate makes budgeting predictable and affordable. -
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Calc fellow
Calc fellow
FX Derivatives Calculator (Pricer) The calculator was developed for importer/exporters treasuries department and CFOs. The pricer uses are: 1. Pre-execution: plan hedging operations and examine hedging strategies alternatives. See live and fair OTC premiums. 2. Post-execution stage: determining the derivatives' "fair value" for financial reporting. The calculator's greatest advantage is that it includes high-quality and up-to-date market data! Market data refers mainly to standard deviations (volatility) and interest. What can it do? * Deal Type: Forward / Call / Put * Option Class: Vanilla / Knock in / Knock out * Barrier Type: American / European * Barrier Direction: Up&In / Up&Out / Down&In / Down&Out * Payout Chart * Simultaneous pricing of up to 17 "legs" The calculator is implemented in Google Sheets. Web-based - No installation is required. It's available in all Google applets, on your computer, tablet, or cell phone.Starting Price: $106 -
18
Lawnager
Lawnager
Easy to use landscaping software giving you better ways to spend your time. Automate schedules, payments and communications to spend more time doing nearly anything else. Track Customers. Manage Jobs. Keep Tabs on Your Money. Homeowner dashboards and notifications communicate when you'll be there to avoid timely phone calls, door knocks or surprises. Auto populate your schedule merging routine and one-time jobs into a single daily task list. Complete the job, we collect the funds, send a receipt and fund directly into your bank account. Gain a competitive advantage for your lawn care business. Designed for landscaping professionals who offer: Mowing, edging & clean up. Leaf Removal. Weed control. Gutter cleaning. Seeding. Lawn aeration. Mulch or Pine-straw. Firewood. Fall/Spring Clean up. Snow removal. -
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Knock CRM
Knock CRM
Leasing doesn’t have to be so complicated. With tens of millions of prospect interactions under our belt, we’ve turned the most critical leasing tasks into an automated dashboard, so property teams can focus on conversions without getting lost in task management. Knock lets you communicate with the people in your pipeline the way they want. Text, email, chat, social, phone calls – they’re all visible on a single conversation screen, so you’re always able to deliver on their expectations and track their entire leasing journey from start to finish. Our industry-leading analytics dramatically simplify goal-setting and performance management, making success come easy for property managers and even easier for leasing teams. Goals are reached faster when teams work together. With Knock, teammates can have access to each other’s workstreams, inboxes, contacts, and calendars, across properties – ensuring that work always gets done. -
20
Twenty7tec
Twenty7tec
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products. -
21
Lender Optimus
Lender Software Solutions
Lender is a cutting-edge mortgage platform designed to streamline and simplify the loan origination process for brokers, lenders, and borrowers. Built with automation, real-time pricing integration, and AI-powered features, Lender provides an all-in-one solution that connects Loan Origination Systems (LOS), Point of Sale (POS), and Customer Relationship Management (CRM) tools in a seamless experience. By automating tasks, eliminating manual data entry, and offering transparency, Lender increases operational efficiency, reduces errors, and accelerates loan processing. It provides brokers with real-time access to competitive loan pricing through integration with Loan Sifter, ensuring borrowers receive the best available rates instantly. With a focus on compliance, user experience, and scalability, Lender allows mortgage professionals to manage high volumes with ease, deliver exceptional service, and scale their businesses. -
22
Ownerly
Ownerly
Ownerly is a platform that provides homeowners, buyers, and sellers with professional-grade real estate data and insights. Users can access current and historical records from millions of U.S. properties, including automated valuation models that estimate home values and track appreciation over time. The platform offers information on tax payments, assessed values, and market values for land and improvements, as well as details on comparable properties, nearby sales, and listings. Additionally, Ownerly provides data on homeowners, sales history, deeds, and neighborhood demographics, assisting users in making informed decisions regarding selling, buying, upgrading, renovating, refinancing, or investing in real estate. Search for data on homeowners to see available contact information, assets, and more. Your search results could include up to 30 years of sale and mortgage data for some addresses. -
23
VELOCITY
Retail Velocity
Partnering with Microsoft® and SAP®, VELOCITY® is Retail Velocity’s best-in-class solution to satisfy the collective data needs of your entire company by providing easy-to-use, readily accessible analytics that empower your teams to identify insights, knock down internal silos and develop real-time sales and inventory strategies. Faster than you can spell profitability, you’ll discover that nothing accelerates business growth quite like VELOCITY®. -
24
LoanShark
Data Designs
Our newest version of LoanShark, our award winning mortgage and loan management software, is now available with more power, features and options than ever. It has been a long time in the making and testing stages and incorporates many user requested and suggested changes. LoanShark 7.5 can now handle quarterly payments from your notes or mortgage loans. This has been requested several times and has now been made a part of the software options. If you are holding notes receivables such as one or more mortgage notes on real estate, or loans on personal property such as new or used cars, mobile homes or any other items, you need our LoanShark mortgage management, loan servicing and amortization software to manage, record and document your incoming loan payments.Starting Price: $69 one-time payment -
25
SalesRabbit
SalesRabbit
SalesRabbit is a sales enablement service that’s built around a mobile app. The app helps sales teams assign areas, track their progress, make the best decisions in the field, and constantly get better at their craft. It has all the tools salespeople want, from lead tracking to DataGrid, which enables them to target the best prospects and know everything about a potential customer before they even knock on the door. Most importantly, they work personally with your company to make sure you’re getting the results you need.Starting Price: $25 per user per month -
26
Arcade
Arcade Solutions
Connect, close, and celebrate with enhanced gamification. Motivate your sales teams, boost employee engagement, and enhance revenue performance with team games and incentives that drive results. Easily maximize team building and employee performance with gamification. Integrate your data and establish goals to knock out company objectives. Incentivize and reward your sales reps across multiple locations with team building games that elevate employee performance. Access data and insights that enhance team building. Take advantage of performance management and feedback reporting to drive decisions. -
27
myhomeIQ
SOA Labs
myhomeIQ is helping Real Estate Agents and Loan Officers cultivate clients for life while teaching homeowners how to build wealth through homeownership. With myhomeIQ, Realtors® and Loan Officers can inform, educate, and engage their clients with personalized information about their homes. myhomeIQ will predict which homeowner is likely to move and notify the Realtor® and Loan Officer who helped them purchase their home. myhomeIQ provides Realtors® and Loan Officers with automated marketing tools to generate new leads and grow their business. All of your work in one place: client nurturing, lead generation, predictive analytics, connect with realtors or loan officers, & more.Starting Price: $149 -
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Payitoff
Payitoff
Payitoff is a financial technology company that provides embeddable, intelligent debt guidance solutions for banks, lenders, and financial wellness providers. Their platform offers low-code and no-code tools that enable institutions to deliver personalized debt repayment strategies to their customers, enhancing financial outcomes and increasing engagement. By integrating with Payitoff's solutions, organizations can access real-time debt account information and provide actionable guidance, helping customers save an average of $323 per month on federal student loan repayments. The platform supports various debt types, including student loans, credit cards, mortgages, auto loans, and personal loans, aiming to transform debt management into a driver of business success. Empower your customers with intelligent debt guidance to help them achieve the best outcomes, every time. With just a few clicks, customers perform actions in-app, designed to save thousands on their repayment term. -
29
Fiserv Mortgage Director
Fiserv
Mortgage Director is the modern loan origination system at the core of the Fiserv lending ecosystem. It streamlines lending operations and strengthens the lender's borrower relationships. Today's lenders operate in a very competitive marketplace. It's more important than ever to leverage technology to improve service levels, streamline operations and satisfy borrowers. By making all necessary functionality available within a single lending environment, lenders are free to chart their own path forward with the knowledge that everything they need will be accessible to them. Mortgage Director offers everything you need to chart a course to the future of lending. Mortgage Director provides a completely digital mortgage process delivered from the center of a single mortgage lending ecosystem.Starting Price: $10000.00/one-time -
30
Loan And Mortgage
Felitec
Loan & Mortgage™ is an amortization schedule calculator that handles virtually any loan type. Most importantly Loan & Mortgage can show you where to recover or save money instantly! You can have multiple percentage rates on the same table, see immediate results of specific changed date/s, payment/s amount, percentage rate, and much, much more! Easily the most useful and user friendly application of its kind in existence. For both borrowers and lenders, this program is an asset that pays for itself, over and over! Loan & Mortgage calculates amortization schedules for American and Canadian mortgages, personal loans, car loans and miscellaneous other kind of loans. With Loan & Mortgage, investors can appreciate being able to see how their own investments accumulate interest over time.Starting Price: $39.98 one-time payment -
31
Mortech
Mortech
Leverage mortgage pricing engine tools, product eligibility data, and investor pricing to bring a more automated and streamlined workflow into your day-to-day processes. Automate and streamline your secondary desk, increase the efficiency of your daily operations, and expedite internal communications with features such as historical pricing and LOS integrations. Grow your business and market reach by pushing your live mortgage offers to the industry's top online marketplaces. Build out a targeted purchase strategy now, to better align yourself to be the first lender to reach out to these home sellers in need of new home financing. Leverage Mortech APIs to push your product and pricing strategy-specific rates live to proprietary websites, point-of-sale solutions, smart applications and more. With our simple onboarding process we can have this integration implemented into your business model in as little as two weeks. -
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OpenClose
OpenClose
Whether you close 50 loans per month or 5,000, our LOS and its native mobile app allow your Loan Officers to enhance efficiencies and reduce costs. With OpenClose, you’ll open smarter and close faster! The OpenClose LOS, LenderAssist™, solves the challenges banks, credit unions and mortgage lenders have with today’s other commercially available loan origination systems. The result? More and more banks, credit unions and mortgage lenders are turning to OpenClose than ever before. OpenClose understands that you operate your mortgage business in a profit-pinched, regulatory-intense environment and that you need a mortgage LOS that helps you address these challenges and surpass expected ROI. That’s why we designed our software as a 100% browser-based, end-to-end, omnichannel solution that: -
33
Traction Knock
Traction on Demand
Traction Knock is a mobile field sales app that makes going door-to-door a breeze. No more paper clip boards, complicated price configurations or manual data entry once you get back to the office. It’s fully integrated with Salesforce.com, DocuSign and Google Maps, and is easy to configure to leverage external data sources. Traction on Demand is one of North America’s largest Salesforce consulting and application development firms. Our work extends beyond cloud services; we build long-term capacity through partnership and customer enablement. -
34
TovoData
TovoData
A single neighborhood or across the entire nation, Tovo’s data spans 100% of U.S. homeowners. Public record title data collected, matched, and refined with AI to ensure currency & accuracy. Tovo’s property data experts are ready to design the perfect fit data solution for your business. Modern businesses depend on data for insight and to thrive. But data by itself is just data. At Tovo, we take public record data and turn that into property, mortgage, and home ownership insight to meet your business goals. Combining real estate, mortgage, title, and home ownership data from multiple leading data sources, our customers are assured the most current, accurate, and real-time data possible. All are backed by the best technology and customer experience. -
35
Virtuespark
Virtuespark
The interactive risk relations map enables a new way of integrated risk reporting. Based on our Autonomous Collaboration logic the comprehensive relations map across the entire organization is built automatically. See the knock-on effects between risks and how operational risks influence enterprise risks and objectives. This relation map is a valuable asset for both, the enterprise risk manager who aims to identify the key risks in the organization and the cyber risk manager who needs to explain the impact of cyber risks on the company objectives. -
36
Gather
Gather
The world's first software-only autonomous inventory management platform for modern warehouses. With Gather, what used to take employees 2 hours can now be done in an automated 8 minutes. A common knock on autonomous inventorying solutions is that not all warehouses are robot-friendly, and that if barcodes aren’t displayed perfectly, then the system suffers. Map out an entire warehouse, navigate autonomously. Count boxes, packages, scan bar codes, and locate unidentified items. Capture thermal imagery with accurate temperature measurements. -
37
i2B Connect
i2B
With i2B you can establish a cloud-based SaaS digital purchase-to-pay process for all your suppliers, goods, and services. Improve procure to pay cycle times and reduce discrepancies between orders and invoices. How many times have been you asked by your vendor to change a delivery date, to check the status of an invoice, when payment will be received, or if the goods have been receipted? Do you know how much time is wasted manually chasing, sorting, and categorizing paperwork in the procure-to-pay cycle? These daily issues start to build up snowballing into chaos and firefighting at the end of the month. Your credibility is affected because you are unable to give accurate information to key stakeholders, and your inability to stay on schedule disrupts their schedules. The problems in the cycle have a knock on effect within the entire business, the time spent chasing vendor queries from buyers should be spent negotiating better prices and contracts with your vendors. -
38
Senso
Senso.ai
Senso helps banks, mortgage originators, and servicers become proactive with Borrowers through the home financing journey. Successfully identify qualified leads in-market, and engage them digitally, leading to their next refinance or home purchase. Collect consent-driven data and provide Borrowers ongoing transparency to what they can afford. AI insights predict in-market Borrowers for mortgage acquisition or retention. Provide Borrowers with a Home Finance Management (HFM) solution, delivering valuable insights tied to their affordability.Starting Price: $300 per month -
39
Telemetry BI
5X Solutions
Telemetry BI is a cloud-based, turn-key mortgage business intelligence and analytics platform. It is the first mortgage lending BI solution to extract and integrate both financial data and operational data from your accounting system and loan origination software. This unique approach provides mortgage lenders with a complete view of their business via interactive dashboards, standard-of-practice mortgage KPIs, branch-level P&L reports, and more. Automated production, branch, and financial reporting leverage existing loan origination and mortgage accounting software. The Telemetry BI platform provides easy access to accounting reports for mortgage lending institutions of all sizes. Reports include best-practice metrics, P&Ls, cost-per-loan, balance sheets, forecasts, and more. -
40
YourDox
Pioneer Technology Group
As every homeowner knows, buying real estate necessitates storing volumes of paper records; both for the buyer and for title and mortgage companies. YourDox™ from Pioneer Records Management is a state-of-the art online archiving system that’s been specifically designed to meet this challenge. YourDox™ gives title and mortgage companies the most advanced archiving product on the market, providing instant access to all closing documents, 24/7. No more searching paper records and wasting valuable office space. What’s more, homebuyers can access their documents too, alleviating the need to maintain hardcopies of documents at home. YourDox™ provides the buyer with the ultimate solution: a secure online filing cabinet accessible from any Web connection. With YourDox™ homebuyers and homeowners can easily and securely access a variety of documents including home warranties, appliance manuals, the note, mortgage, survey and closing details. -
41
LoanTek
Bankrate
Managing rate locks, compensation, margins, and overlays has never been easier. LoanTek’s pricing engine feature ‘Lock Desk Manager’ is an innovative and intuitive lock management system. Lock Desk Manager provides unparalleled convenience and efficiency in managing pricing rules and mortgage rate locks across all of your lenders. LoanTek’s best execution pricing engine allows the user to efficiently manage overlays, and compensation, produce the best execution rate sheets, and more. LoanTek’s Lock Desk Manager streamlines the process of managing mortgage rate locks by displaying all of your current and future mortgage rate locks, for all lenders, in one easy-to-use interface. The ability to view and manage all of your rate locks in one screen provides efficiency while ensuring that your best execution pricing is being applied. Our mortgage pricing engine provides access to historical pricing for each of your lenders and allows easy access to best execution pricing results. -
42
Sales Boomerang
TrustEngine
Know where your customers are in their journey now, and where they can go next, to win borrowers for life. Sales Boomerang provides borrower intelligence to hundreds of the highest-performing lenders of all types in the industry. Our SaaS platform is designed to, among other things, automate the qualified lead generation process within your current CRM and monetize the data living in your CRM. This tool turns your mortgage lending organization into a customer success powerhouse by putting your team in the right place at the best time. Sales Boomerang combines big data and machine learning to generate automated alerts loan officers receive, such as a mortgage inquiry, credit score increase, equity and other life events. Sales Boomerang, combines the power of customer analytics and engagement automation with borrower intelligence, ensuring your teams are communicating with their customers at the appropriate touchpoints. -
43
QuickQual
LenderLogix
QuickQual is a custom branded Mortgage Calculator that loan officers send via text message to their borrowers directly from the loan origination system. It only takes 30 seconds to create a QuickQual. Borrowers can run payment and closing cost scenarios and issue pre-qualification or pre-approval letters within parameters that the loan officer sets. Your Real Estate Agent partners will have access to their own portal where they can easily login and see all of the clients you've given them access to, in one spot. Realtors can quickly generate mortgage pre-qualification and pre-approval letters that are purchase price, down payment, and property specific - all within the limits that the loan officer has already set. Imagine the power this brings in a multiple offer scenario! Just one of the reasons agents and borrowers rave about QuickQual. Independent mortgage lenders, brokers, banks, and credit unions love QuickQual! -
44
Home Bay
Home Bay
Home Bay has partnered with Clever Real Estate to help you with all your home selling and home buying needs. Today, thousands of monthly readers rely on Home Bay to make decisions about home value estimators, contingencies, seller fees, and more. Our team of expert researchers are demystifying real estate to help you confidently sail through your next home sale or purchase. Wondering how to navigate your next home purchase or sale? Our partners at Clever have an in-house concierge team of licensed real estate experts who are ready to answer your questions and help you connect with the best real estate agents near you. Clever has helped buyers and sellers save more than $82 million in real estate fees since 2018. Clever has earned a 4.9/5 star TrustPilot rating with 1,600+ reviews from home buyers and sellers nationwide.Starting Price: $5.49 Fee -
45
LenderHomePage
LenderHomePage.com
LenderHomePage's collections of tools is a unified single-sign-on solution that makes managing your website, mobile app and all of your other client facing platforms a breeze. Your online brand starts with a website. Our turnkey and highly-customizable templates make it simple to build your professional brand online. With a user-friendly admin dashboard, you can create and maintain your site with ease. Loan officers, brokers and marketing pros love our templates. Our ready-to-use templates come with intuitively clear back-office, helping our clients customize and maintain their sites with ease. Book a live demo to chat with one of our website consultants and find out how we can enforce your brand online with a professional and attractive website. Calculate mortgage payments, explore loan options and walk clients through the home buying process. All-in-One mobile app with customized co-branding for you and your referral sources.Starting Price: $97 per month -
46
ACES
ACES
ACES audit packs for mortgage origination, servicing, and consumer lending combines out-of-the-box reports and managed questions with ACES’ unmatched functionality and flexibility. From pre-funding to post-closing to servicing, there are multiple points across the loan lifecycle where mortgage lenders need to determine the quality of their assets. ACES Quality Management and Control provides mortgage lenders with a single platform to detect and resolve loan defects, fulfill compliance requirements and reduce legal liability across the entirety of their origination and servicing operations. While bigger risks often net greater rewards, commercial lenders know all too well how quickly those rewards can disappear when loan defects and/or regulatory compliance errors occur. ACES Quality Management and Control protects those rewards by providing commercial lenders with powerful auditing and fraud investigation tools to ensure quality and compliance throughout their loan portfolios. -
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Connecting Members
Engage Software
WE design the site for YOU. You are not left trying to figure out the design. Our sites look better than using a standard template. Work with our design team to knock your site out of the park! The reason you have a website is to get the word out about special events, parish news and announcements. After you update the website, the news is automatically sent out in an email newsletter. Choose a solution that has all the bases covered. If you need help managing the content, our staff is ready to help. We are able to keep the site current if you don't have the resources to do it. Schedule a one-on-one planning meeting with our designer. Customize the design with personalized choices, then review and approve mockups to achieve the final design. Send over your custom page structure and content. We build out your pages. If it's new content then send over a document, otherwise we'll grab it from your existing site. -
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Sora
Sora
Sora’s AI debt management software helps financial advisors wow clients and win proposals. Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Download reports to engage clients on their debt. Hyper-personalized debt optimization strategies. Request a new loan and we will scan our ecosystem of 50+ wholesale, retail, and credit union lenders. We do the work so you and your client don’t have to. Sora finds clients better deals for their new or existing home, auto, and student loans and seamlessly moves into them. Sora is an easy-to-use software that helps you visualize, analyze, and act to optimize your client's debt. Use our advanced analytics and recommendations to develop tailored strategies for each client. Navigate through their debt landscape, identify areas for potential savings, and devise an optimized debt management plan. Bring your financial advisory to the next level.Starting Price: $100 per advisor per month -
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PropertyShark
PropertyShark.com
Offering unparalleled property reports for both the commercial and residential sectors, PropertyShark can help you determine when the property was developed, who owns it, its exact characteristics, up-to-date sales history, property value estimates, information about current zoning, air rights, and much more. We are unique in the market place as the only company which competitively serves all active players in the real estate industry: commercial and residential real estate agents, investors, appraisers, developers, insurance agents, acquisition professionals, mortgage brokers, property managers, home buyers, and others. -
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Floify
Floify
Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.Starting Price: $79 per user per month
