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CANDID Logo

Cloud-based CRM tool for loan originators.

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CANDID - 2025 Pricing, Features, Reviews & Alternatives

What is CANDID?

CANDID is a cloud-based CRM platform that helps loan originators structure and manage financing workflows on a centralized interface. The solution offers a varierty of features including lead conversion, personalized loan options, client portals, and task management. CANDID automatically generates approval letters, handwritten notes, and refinance opportunities to capture more deals. It also provides borrowers personalized loan details through AI-powered qualification alerts and scenario-based campaigns. Additionally, the solution helps centralize data, documents, and communication to facilitate team coordination.

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CANDID's features

Alerts/Notifications
Contact Management
Customizable Reports
Data Import/Export
Document Storage
Email Marketing
Email Templates
Forecasting
Interaction Tracking
Lead Capture
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Referral Tracking
Reminders
Reporting/Analytics
Sales Reports
Task Management
Third-Party Integrations
Workflow Management

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CANDID support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

CANDID FAQs

Q. Who are the typical users of CANDID?

CANDID has the following typical customers:
Freelancers, Mid Size Business, Small Business

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Q. What languages does CANDID support?

CANDID supports the following languages:
English


Q. Does CANDID offer an API?

No, CANDID does not have an API available.

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