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Mortgage Software

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Bryt logo
4.8
18

FULL-FEATURED LOAN SERVICING SOFTWARE

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.5
    Customer support
    5.0
Pros and Cons from Bryt users   
+11
The system was very easy to implement and the customer service has been terrific. I have recommended others to use the system as well and will continue to do so.
The only complaint I have is that it doesn't work as well on Safari. I use Safari as my main browser so when I use Bryt I have to change to google chrome.
The implementation and onboarding team were and are a great resource and I feel like I can reach out any time and receive a response within a day.
Not enough functionality, ex. report writer, customer over payments when closing a loan, can delete pay periods but not add them.
Very cost effective, efficient, friendly software that is cloud based, accessible from anywhere.
If you are not the "Servicing Company" of the loans, set up is a bit tricky and takes some getting used to. In my case, I have 1 individual who has mortgages under 4 different companies.
Most importantly, I feel like my questions and concerns were heard timely and solutions rendered in real time. I feel like the team at Bryt is an extension of my team.
I have done property management for over 15 years, and then we switched to mortgages. So that may be my fault.
I appreciate the ease of use, it is intuitive and has all the essential functions our firm needs.
Ease of use is amazing and the price is unbeatable.
We really like how easy is the software to use. Impecable customer service.
I Love the Loan Document Feature. Makes processing Loan Documents very simple and quick.
I can manage multiple investment vehicles from this platform and all functions are consolidated in an easy to use location.
Intuitive, easy to use, does what I need and keeps me in control.
The system was very easy to implement and the customer service has been terrific. I have recommended others to use the system as well and will continue to do so.
The only complaint I have is that it doesn't work as well on Safari. I use Safari as my main browser so when I use Bryt I have to change to google chrome.
The implementation and onboarding team were and are a great resource and I feel like I can reach out any time and receive a response within a day.
Not enough functionality, ex. report writer, customer over payments when closing a loan, can delete pay periods but not add them.
Very cost effective, efficient, friendly software that is cloud based, accessible from anywhere.
If you are not the "Servicing Company" of the loans, set up is a bit tricky and takes some getting used to. In my case, I have 1 individual who has mortgages under 4 different companies.
Most importantly, I feel like my questions and concerns were heard timely and solutions rendered in real time. I feel like the team at Bryt is an extension of my team.
I have done property management for over 15 years, and then we switched to mortgages. So that may be my fault.
I appreciate the ease of use, it is intuitive and has all the essential functions our firm needs.
Ease of use is amazing and the price is unbeatable.
We really like how easy is the software to use. Impecable customer service.
I Love the Loan Document Feature. Makes processing Loan Documents very simple and quick.
I can manage multiple investment vehicles from this platform and all functions are consolidated in an easy to use location.
Intuitive, easy to use, does what I need and keeps me in control.
The system was very easy to implement and the customer service has been terrific. I have recommended others to use the system as well and will continue to do so.
The only complaint I have is that it doesn't work as well on Safari. I use Safari as my main browser so when I use Bryt I have to change to google chrome.
The implementation and onboarding team were and are a great resource and I feel like I can reach out any time and receive a response within a day.
Not enough functionality, ex. report writer, customer over payments when closing a loan, can delete pay periods but not add them.
Very cost effective, efficient, friendly software that is cloud based, accessible from anywhere.
If you are not the "Servicing Company" of the loans, set up is a bit tricky and takes some getting used to. In my case, I have 1 individual who has mortgages under 4 different companies.
Most importantly, I feel like my questions and concerns were heard timely and solutions rendered in real time. I feel like the team at Bryt is an extension of my team.
I have done property management for over 15 years, and then we switched to mortgages. So that may be my fault.
I appreciate the ease of use, it is intuitive and has all the essential functions our firm needs.
Ease of use is amazing and the price is unbeatable.
We really like how easy is the software to use. Impecable customer service.
I Love the Loan Document Feature. Makes processing Loan Documents very simple and quick.
I can manage multiple investment vehicles from this platform and all functions are consolidated in an easy to use location.
Intuitive, easy to use, does what I need and keeps me in control.
LendingPad logo
4.4
133

Loan origination system for mortgage brokers and lenders

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.2
    Features
    4.2
    Customer support
    4.6
Pros and Cons from LendingPad users   
avatar
+15
It has been a great experience, I highly recommend as it is a user friendly LOS with good features and the best customer service team.
And because I asked, they cancelled my service and took my data and refused to give it back without an extra fee of over $1,000 to get my own data back, even thought i did not give permission.
It is user friendly and good to work with a tool that is on your side.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I enjoy the integration and the ability of the software to grow with my business.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I really have only used this software for mortgage processing so I don't have anything to really compare it too. I do like the way it is laid out and the colors make it more interesting to use.
Often Seller contributions don’t “stick” and have to be re-entered. The only other real complaint is I can’t figure out how to get a DPA program entered correctly, so I have to work around those.
Really impressed with the product and the service.
Big fan of the LOS and the support team behind it.
Lending Pad is easy to use and the pricing structure compared to other "legacy" providers is very favorable.
It's downright PHENOMENAL!!! One of the best business decisions we have ever made.
I liked that lending pad was very easy to use.
I like their Free POS function and their new scenario builder.
I do like that it integrates with Loanzify as well.
It’s really a great product adding new features constantly without downtime also it works on any platform including Mac.
Once you know how to navigate, everything will be fine. Customer Service respond fast.
I honestly do not have any, I tried to get a refund but they do not stand behind their product and service.
It has been a great experience, I highly recommend as it is a user friendly LOS with good features and the best customer service team.
And because I asked, they cancelled my service and took my data and refused to give it back without an extra fee of over $1,000 to get my own data back, even thought i did not give permission.
It is user friendly and good to work with a tool that is on your side.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I enjoy the integration and the ability of the software to grow with my business.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I really have only used this software for mortgage processing so I don't have anything to really compare it too. I do like the way it is laid out and the colors make it more interesting to use.
Often Seller contributions don’t “stick” and have to be re-entered. The only other real complaint is I can’t figure out how to get a DPA program entered correctly, so I have to work around those.
Really impressed with the product and the service.
Big fan of the LOS and the support team behind it.
Lending Pad is easy to use and the pricing structure compared to other "legacy" providers is very favorable.
It's downright PHENOMENAL!!! One of the best business decisions we have ever made.
I liked that lending pad was very easy to use.
I like their Free POS function and their new scenario builder.
I do like that it integrates with Loanzify as well.
It’s really a great product adding new features constantly without downtime also it works on any platform including Mac.
Once you know how to navigate, everything will be fine. Customer Service respond fast.
I honestly do not have any, I tried to get a refund but they do not stand behind their product and service.
It has been a great experience, I highly recommend as it is a user friendly LOS with good features and the best customer service team.
And because I asked, they cancelled my service and took my data and refused to give it back without an extra fee of over $1,000 to get my own data back, even thought i did not give permission.
It is user friendly and good to work with a tool that is on your side.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I enjoy the integration and the ability of the software to grow with my business.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I really have only used this software for mortgage processing so I don't have anything to really compare it too. I do like the way it is laid out and the colors make it more interesting to use.
Often Seller contributions don’t “stick” and have to be re-entered. The only other real complaint is I can’t figure out how to get a DPA program entered correctly, so I have to work around those.
Really impressed with the product and the service.
Big fan of the LOS and the support team behind it.
Lending Pad is easy to use and the pricing structure compared to other "legacy" providers is very favorable.
It's downright PHENOMENAL!!! One of the best business decisions we have ever made.
I liked that lending pad was very easy to use.
I like their Free POS function and their new scenario builder.
I do like that it integrates with Loanzify as well.
It’s really a great product adding new features constantly without downtime also it works on any platform including Mac.
Once you know how to navigate, everything will be fine. Customer Service respond fast.
I honestly do not have any, I tried to get a refund but they do not stand behind their product and service.
Maxwell logo
4.8
11

Digital mortgage platform for loan officers & lending teams

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.8
    Features
    4.6
    Customer support
    4.9
Pros and Cons from Maxwell users   
No pros & cons found
Creatio CRM logo
4.8
118

Boost marketing, sales and service performance!

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.8
Pros and Cons from Creatio CRM users   
avatar
avatar
avatar
+15
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
Mortgage Automator logo
4.9
72

Loan origination & servicing software for private lenders

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.9
    Features
    4.9
    Customer support
    5.0
Pros and Cons from Mortgage Automator users   
+15
Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.
I can't say there is anything I dislike about Automator.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
I don't think there is not a whole lot to dislike.
This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.
In no less than one years' time, they will be THE go-to mortgage administration software.
We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy.
I really love the fact that this software is so customizable to suit our company needs in the best way possible.
It is fast, easy to use, and reliable. A short list of the things we love.
The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc.
The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development.
One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time.
Very pleased with our choice of Mortgage Automator.
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.
The system has great tools to show reports for our investors.
Best software for anyone managing Mortgage Capital.
Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.
I can't say there is anything I dislike about Automator.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
I don't think there is not a whole lot to dislike.
This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.
In no less than one years' time, they will be THE go-to mortgage administration software.
We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy.
I really love the fact that this software is so customizable to suit our company needs in the best way possible.
It is fast, easy to use, and reliable. A short list of the things we love.
The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc.
The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development.
One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time.
Very pleased with our choice of Mortgage Automator.
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.
The system has great tools to show reports for our investors.
Best software for anyone managing Mortgage Capital.
Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.
I can't say there is anything I dislike about Automator.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
I don't think there is not a whole lot to dislike.
This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.
In no less than one years' time, they will be THE go-to mortgage administration software.
We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy.
I really love the fact that this software is so customizable to suit our company needs in the best way possible.
It is fast, easy to use, and reliable. A short list of the things we love.
The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc.
The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development.
One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time.
Very pleased with our choice of Mortgage Automator.
Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.
The system has great tools to show reports for our investors.
Best software for anyone managing Mortgage Capital.
BNTouch Mortgage CRM logo
4.5
66

Your Mortgage CRM & Marketing Tools Anywhere.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.1
    Features
    4.4
    Customer support
    4.4
Pros and Cons from BNTouch Mortgage CRM users   
avatar
avatar
+13
So far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it.
I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos.
It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL.
I like that the marketing section has articles and meme's that you can post onto your social media very easily. The 'Support Team' is AMAZING.
The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up.
I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.
Sometimes the email features in the processing tab are hard to line up and use.
Great customer service and the personal portals are such a great feature that no one is offering.
This CRM comes ready to go. It has a whole sweet of pre-built campaigns that you can use but you can also make your own and it is very easy.
BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.
The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.
It's been great, don't want to change crms agaibb.
We also like the the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.
Very easy to use and to customize for individual leads and partners.
Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be in contact with clients and partners daily.
So far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it.
I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos.
It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL.
I like that the marketing section has articles and meme's that you can post onto your social media very easily. The 'Support Team' is AMAZING.
The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up.
I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.
Sometimes the email features in the processing tab are hard to line up and use.
Great customer service and the personal portals are such a great feature that no one is offering.
This CRM comes ready to go. It has a whole sweet of pre-built campaigns that you can use but you can also make your own and it is very easy.
BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.
The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.
It's been great, don't want to change crms agaibb.
We also like the the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.
Very easy to use and to customize for individual leads and partners.
Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be in contact with clients and partners daily.
So far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it.
I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos.
It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL.
I like that the marketing section has articles and meme's that you can post onto your social media very easily. The 'Support Team' is AMAZING.
The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up.
I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.
Sometimes the email features in the processing tab are hard to line up and use.
Great customer service and the personal portals are such a great feature that no one is offering.
This CRM comes ready to go. It has a whole sweet of pre-built campaigns that you can use but you can also make your own and it is very easy.
BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.
The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.
It's been great, don't want to change crms agaibb.
We also like the the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.
Very easy to use and to customize for individual leads and partners.
Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be in contact with clients and partners daily.
Credit Decision Platform logo
0

Financial services software for credit scoring

visit website
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Credit Decision Platform users   
No pros & cons found
The Mortgage Office logo
4.8
255

Web-based mortgage and loan servicing software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.8
    Customer support
    4.8
Pros and Cons from The Mortgage Office users   
+15
Overall, I am impressed, especially by the ability to customize fields and save in formats that are ready for presentations to the board, or management.
Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem.
TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.
I don't like that if you noticed a mistake from last month and you have entered 5 entries since then that you have to delete all the entries after and then re-enter everything.
And if you ever have any questions, you can always call customer support and they get back to you fast with how to resolve anything. I love that this software is easy to customize to your preference.
We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract.
The IT team is always happy and readily available to help resolve our issues. The teachings are also done in a manner that any elementary school kids should understand.
Data entry task can be convoluted or not always clear and frustrating.
The software is the most comprehensive software on the market without going to customization. For a small to medium-size firm, I would highly suggest this to be your best solution.
A key benefit is this platforms now works on most all systems, including iOS. That’s great news for small operators like myself.
The software is visually appealing and operates similar to Excel in the list view. It's user friendly from the entry level employee to the controller, who primarily focuses on the trust accounting.
We love the ease of us and the reporting features.
I like how efficient, simple and user friendly it is.
It's easy to setup and user friendly, quick implementation.
We are not utilizing all the modules. But their integration of ACH, emails, Text messages are very helpful.
Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly.
Great Loan origination for small private money lender.
We depend on their updates, their techs, their training of staff and their customer service ever day. We view The Mortgage Office as a partner in our continued growth and success.
Overall, I am impressed, especially by the ability to customize fields and save in formats that are ready for presentations to the board, or management.
Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem.
TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.
I don't like that if you noticed a mistake from last month and you have entered 5 entries since then that you have to delete all the entries after and then re-enter everything.
And if you ever have any questions, you can always call customer support and they get back to you fast with how to resolve anything. I love that this software is easy to customize to your preference.
We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract.
The IT team is always happy and readily available to help resolve our issues. The teachings are also done in a manner that any elementary school kids should understand.
Data entry task can be convoluted or not always clear and frustrating.
The software is the most comprehensive software on the market without going to customization. For a small to medium-size firm, I would highly suggest this to be your best solution.
A key benefit is this platforms now works on most all systems, including iOS. That’s great news for small operators like myself.
The software is visually appealing and operates similar to Excel in the list view. It's user friendly from the entry level employee to the controller, who primarily focuses on the trust accounting.
We love the ease of us and the reporting features.
I like how efficient, simple and user friendly it is.
It's easy to setup and user friendly, quick implementation.
We are not utilizing all the modules. But their integration of ACH, emails, Text messages are very helpful.
Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly.
Great Loan origination for small private money lender.
We depend on their updates, their techs, their training of staff and their customer service ever day. We view The Mortgage Office as a partner in our continued growth and success.
Overall, I am impressed, especially by the ability to customize fields and save in formats that are ready for presentations to the board, or management.
Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem.
TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.
I don't like that if you noticed a mistake from last month and you have entered 5 entries since then that you have to delete all the entries after and then re-enter everything.
And if you ever have any questions, you can always call customer support and they get back to you fast with how to resolve anything. I love that this software is easy to customize to your preference.
We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract.
The IT team is always happy and readily available to help resolve our issues. The teachings are also done in a manner that any elementary school kids should understand.
Data entry task can be convoluted or not always clear and frustrating.
The software is the most comprehensive software on the market without going to customization. For a small to medium-size firm, I would highly suggest this to be your best solution.
A key benefit is this platforms now works on most all systems, including iOS. That’s great news for small operators like myself.
The software is visually appealing and operates similar to Excel in the list view. It's user friendly from the entry level employee to the controller, who primarily focuses on the trust accounting.
We love the ease of us and the reporting features.
I like how efficient, simple and user friendly it is.
It's easy to setup and user friendly, quick implementation.
We are not utilizing all the modules. But their integration of ACH, emails, Text messages are very helpful.
Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly.
Great Loan origination for small private money lender.
We depend on their updates, their techs, their training of staff and their customer service ever day. We view The Mortgage Office as a partner in our continued growth and success.
Qualia logo
4.7
189

Discover the All-in-One Title Production Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.6
Pros and Cons from Qualia users   
+15
This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.
There has yet to be a single feature of the software I dislike or found confusing.
I love the "Tasks" list that helps me stay focused and take care of issues before they arise.
The Customer Service is horrible. Qualia quit interfacing which my bank correctly.
I have nothing but great things to say about this software. Keep up the amazing work.
Discount on property tax prorations missing, need to do it manually.
I love that it is easy to navigate through Qualia. I like the task lists and the connect feature as well.
Also, real estate and title is so different from one end of the country to the other, it's difficult to cater to everyone when it comes to specific features and options.
The workflow is awesome for anyone currently trying to be paperless or already paperless...the efficient of the software makes it so easy.
They even gladly help with things that aren't software issues and help me correct mistakes I made on my end. So helpful and friendly every single time.
It is very user friendly and documents can be customized to your own companies needs. We have two offices and I like the instant messaging between users.
It's a platform focused on ease of use for both administrators and users. A perfect fit for those who have tried (and struggled) with other programs, due to lack of partner integrations.
Also the integration with our underwriters is amazing.
Easy To use - Consumer based platform for clients to view progress on file (Connect) - I also really like the reporting features, especially for the revenue/payee labels.
The customer service is very friendly and helpful.
It is very user friendly, especially for a first time user like myself.
I love how all files are in one place and easy to navigate.
It is integrated with nearly every system we use, save us so much time (and time is money) allowing us to handle more transactions in less time.
This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.
There has yet to be a single feature of the software I dislike or found confusing.
I love the "Tasks" list that helps me stay focused and take care of issues before they arise.
The Customer Service is horrible. Qualia quit interfacing which my bank correctly.
I have nothing but great things to say about this software. Keep up the amazing work.
Discount on property tax prorations missing, need to do it manually.
I love that it is easy to navigate through Qualia. I like the task lists and the connect feature as well.
Also, real estate and title is so different from one end of the country to the other, it's difficult to cater to everyone when it comes to specific features and options.
The workflow is awesome for anyone currently trying to be paperless or already paperless...the efficient of the software makes it so easy.
They even gladly help with things that aren't software issues and help me correct mistakes I made on my end. So helpful and friendly every single time.
It is very user friendly and documents can be customized to your own companies needs. We have two offices and I like the instant messaging between users.
It's a platform focused on ease of use for both administrators and users. A perfect fit for those who have tried (and struggled) with other programs, due to lack of partner integrations.
Also the integration with our underwriters is amazing.
Easy To use - Consumer based platform for clients to view progress on file (Connect) - I also really like the reporting features, especially for the revenue/payee labels.
The customer service is very friendly and helpful.
It is very user friendly, especially for a first time user like myself.
I love how all files are in one place and easy to navigate.
It is integrated with nearly every system we use, save us so much time (and time is money) allowing us to handle more transactions in less time.
This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.
There has yet to be a single feature of the software I dislike or found confusing.
I love the "Tasks" list that helps me stay focused and take care of issues before they arise.
The Customer Service is horrible. Qualia quit interfacing which my bank correctly.
I have nothing but great things to say about this software. Keep up the amazing work.
Discount on property tax prorations missing, need to do it manually.
I love that it is easy to navigate through Qualia. I like the task lists and the connect feature as well.
Also, real estate and title is so different from one end of the country to the other, it's difficult to cater to everyone when it comes to specific features and options.
The workflow is awesome for anyone currently trying to be paperless or already paperless...the efficient of the software makes it so easy.
They even gladly help with things that aren't software issues and help me correct mistakes I made on my end. So helpful and friendly every single time.
It is very user friendly and documents can be customized to your own companies needs. We have two offices and I like the instant messaging between users.
It's a platform focused on ease of use for both administrators and users. A perfect fit for those who have tried (and struggled) with other programs, due to lack of partner integrations.
Also the integration with our underwriters is amazing.
Easy To use - Consumer based platform for clients to view progress on file (Connect) - I also really like the reporting features, especially for the revenue/payee labels.
The customer service is very friendly and helpful.
It is very user friendly, especially for a first time user like myself.
I love how all files are in one place and easy to navigate.
It is integrated with nearly every system we use, save us so much time (and time is money) allowing us to handle more transactions in less time.
PhoneBurner logo
4.8
171

Power dialer & outbound sales acceleration software for SMBs

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.8
    Features
    4.6
    Customer support
    4.8
Pros and Cons from PhoneBurner users   
avatar
avatar
+15
My overall experience has been really good. PhoneBurner has increased the amount of calls we are able to make leading to more productivity which equals a win win for my sales team.
Can't forget Jeff Osness he admitted and took FULL BLAME for not responding to my customer request. Come on now, Where in American History will someone take blame for anothers actions.
PhoneBurner Great Help in Lead Management and Generating Sales Opportunities.
I have been using PB for about a year now and I have 0 complaints.
Extremely happy with this company and their customer service. They did a great job of setting us up and continue to provide very fast, efficient customer service.
If you mark a bad number it doesn't automatically remove the number from the dial list. Overpriced compared to similar competition.
Phoneburner blows everything out of the water for the price and simplicity. I'm excited for new features to come - it's been essential to my first 4 months of growth.
Hard to navigate and understand the software at first. It takes time to get used to it and the training/support is just at par.
It just simplifies everything and is easy to use. I love how easy it is to click a button to report how the call went, and then I can download all that data and easily update my database.
Power Dialing and Contact Management with SUPERB customer support.
The ease of integration is the best part of the product. Simply upload an XLS sheet and go.
I liked how the users could set up the layout on what is most critical to them when going through the lists. I also like filtering lists and abilbity to move from folder to folder.
The software is not simply another tech product but, cost effective without sacrificing the quality of the product.
I also love having the phone script as an option right on the screen with the person's data. There are a lot of features, but you can get started using just the basics.
This software just rolls through your entire database spreadsheet 1 call after another. It has a GREAT user interface that is maps calls to hang up, pause dialing, next call, etc.
The Ease of use and the fact that is saves me so much time.
It burns through calls very quickly, and the email and voicemail feature is a huge time saver.
Despite the integration issues this tool is great. I spend much more time speaking with people rather than leaving voicemails.
My overall experience has been really good. PhoneBurner has increased the amount of calls we are able to make leading to more productivity which equals a win win for my sales team.
Can't forget Jeff Osness he admitted and took FULL BLAME for not responding to my customer request. Come on now, Where in American History will someone take blame for anothers actions.
PhoneBurner Great Help in Lead Management and Generating Sales Opportunities.
I have been using PB for about a year now and I have 0 complaints.
Extremely happy with this company and their customer service. They did a great job of setting us up and continue to provide very fast, efficient customer service.
If you mark a bad number it doesn't automatically remove the number from the dial list. Overpriced compared to similar competition.
Phoneburner blows everything out of the water for the price and simplicity. I'm excited for new features to come - it's been essential to my first 4 months of growth.
Hard to navigate and understand the software at first. It takes time to get used to it and the training/support is just at par.
It just simplifies everything and is easy to use. I love how easy it is to click a button to report how the call went, and then I can download all that data and easily update my database.
Power Dialing and Contact Management with SUPERB customer support.
The ease of integration is the best part of the product. Simply upload an XLS sheet and go.
I liked how the users could set up the layout on what is most critical to them when going through the lists. I also like filtering lists and abilbity to move from folder to folder.
The software is not simply another tech product but, cost effective without sacrificing the quality of the product.
I also love having the phone script as an option right on the screen with the person's data. There are a lot of features, but you can get started using just the basics.
This software just rolls through your entire database spreadsheet 1 call after another. It has a GREAT user interface that is maps calls to hang up, pause dialing, next call, etc.
The Ease of use and the fact that is saves me so much time.
It burns through calls very quickly, and the email and voicemail feature is a huge time saver.
Despite the integration issues this tool is great. I spend much more time speaking with people rather than leaving voicemails.
My overall experience has been really good. PhoneBurner has increased the amount of calls we are able to make leading to more productivity which equals a win win for my sales team.
Can't forget Jeff Osness he admitted and took FULL BLAME for not responding to my customer request. Come on now, Where in American History will someone take blame for anothers actions.
PhoneBurner Great Help in Lead Management and Generating Sales Opportunities.
I have been using PB for about a year now and I have 0 complaints.
Extremely happy with this company and their customer service. They did a great job of setting us up and continue to provide very fast, efficient customer service.
If you mark a bad number it doesn't automatically remove the number from the dial list. Overpriced compared to similar competition.
Phoneburner blows everything out of the water for the price and simplicity. I'm excited for new features to come - it's been essential to my first 4 months of growth.
Hard to navigate and understand the software at first. It takes time to get used to it and the training/support is just at par.
It just simplifies everything and is easy to use. I love how easy it is to click a button to report how the call went, and then I can download all that data and easily update my database.
Power Dialing and Contact Management with SUPERB customer support.
The ease of integration is the best part of the product. Simply upload an XLS sheet and go.
I liked how the users could set up the layout on what is most critical to them when going through the lists. I also like filtering lists and abilbity to move from folder to folder.
The software is not simply another tech product but, cost effective without sacrificing the quality of the product.
I also love having the phone script as an option right on the screen with the person's data. There are a lot of features, but you can get started using just the basics.
This software just rolls through your entire database spreadsheet 1 call after another. It has a GREAT user interface that is maps calls to hang up, pause dialing, next call, etc.
The Ease of use and the fact that is saves me so much time.
It burns through calls very quickly, and the email and voicemail feature is a huge time saver.
Despite the integration issues this tool is great. I spend much more time speaking with people rather than leaving voicemails.
nCino’s Mortgage Suite logo
4.8
125

Mortgage technology for the modern lender.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.7
Pros and Cons from nCino’s Mortgage Suite users   
avatar
avatar
+15
The Encompass integration is very tight, solid performance. Overall very happy with this platform.
Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.
The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.
I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.
The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.
The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.
It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.
This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.
The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.
We are thoroughly pleased with it's performance and the technical/customer service team behind it.
The software was easy to use, easy to understand, easy to follow, easy for my partner and I to sign into from different locations etc.
It’s friendly and user friendly. M just the customer signing loan documents.
The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.
I really like that borrowers can simply upload there information straight into the system which can be downloaded right away. It makes things so much easier.
I've had an overall great experience. Clients are able to easily apply online and upload documents directly to me all with the use of their phone.
They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.
Ease of deployment to the client. Client can receive link quickly.
Integration with our LOS. Makes getting applications easy.
The Encompass integration is very tight, solid performance. Overall very happy with this platform.
Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.
The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.
I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.
The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.
The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.
It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.
This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.
The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.
We are thoroughly pleased with it's performance and the technical/customer service team behind it.
The software was easy to use, easy to understand, easy to follow, easy for my partner and I to sign into from different locations etc.
It’s friendly and user friendly. M just the customer signing loan documents.
The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.
I really like that borrowers can simply upload there information straight into the system which can be downloaded right away. It makes things so much easier.
I've had an overall great experience. Clients are able to easily apply online and upload documents directly to me all with the use of their phone.
They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.
Ease of deployment to the client. Client can receive link quickly.
Integration with our LOS. Makes getting applications easy.
The Encompass integration is very tight, solid performance. Overall very happy with this platform.
Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.
The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.
I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.
The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.
The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.
It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.
This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.
The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.
We are thoroughly pleased with it's performance and the technical/customer service team behind it.
The software was easy to use, easy to understand, easy to follow, easy for my partner and I to sign into from different locations etc.
It’s friendly and user friendly. M just the customer signing loan documents.
The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.
I really like that borrowers can simply upload there information straight into the system which can be downloaded right away. It makes things so much easier.
I've had an overall great experience. Clients are able to easily apply online and upload documents directly to me all with the use of their phone.
They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.
Ease of deployment to the client. Client can receive link quickly.
Integration with our LOS. Makes getting applications easy.
FileInvite logo
4.7
99

Automated cloud-based document collection system for clients

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.4
    Customer support
    4.8
Pros and Cons from FileInvite users   
avatar
avatar
avatar
+15
It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
It takes forever to delete unwanted documents.
Great value for the price. Easy to use and an effective way to improve productivity.
The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.
Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.
The software has no faults that I can see being an issue.
Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.
I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.
It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.
AMAZING, so easy to use and communicate with clietns.
Very easy to work with, excellent customer service and always available when needed.
Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.
Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
The auto follow up are the main thing. Together with SMS integration it makes for a great combo.
FileInvite completely optimises this process and helps walk clients through the process.
Helps the process of obtaining necessary and required documents for clients.
It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
It takes forever to delete unwanted documents.
Great value for the price. Easy to use and an effective way to improve productivity.
The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.
Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.
The software has no faults that I can see being an issue.
Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.
I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.
It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.
AMAZING, so easy to use and communicate with clietns.
Very easy to work with, excellent customer service and always available when needed.
Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.
Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
The auto follow up are the main thing. Together with SMS integration it makes for a great combo.
FileInvite completely optimises this process and helps walk clients through the process.
Helps the process of obtaining necessary and required documents for clients.
It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
It takes forever to delete unwanted documents.
Great value for the price. Easy to use and an effective way to improve productivity.
The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.
Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.
The software has no faults that I can see being an issue.
Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.
I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.
It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.
AMAZING, so easy to use and communicate with clietns.
Very easy to work with, excellent customer service and always available when needed.
Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.
Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
The auto follow up are the main thing. Together with SMS integration it makes for a great combo.
FileInvite completely optimises this process and helps walk clients through the process.
Helps the process of obtaining necessary and required documents for clients.
Floify logo
4.8
74

The Industry's Leading Mortgage Point-of-Sale Solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.9
Pros and Cons from Floify users   
avatar
+13
The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.
For example 2016 and 2017 taxes and W-2's. I hate having to do that as it always takes me a little while to figure out since I have to do it once a year.
The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.
Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed.
I like the end user experience. Since I began using this software I have had a number of positive comments about the ease of transmitting documents during a loan process.
This is almost a "set it and forget it" software for gathering documents from our borrowers.
It auto-follows up on what I need from clients and keeps running tabs on what's been sent in, cleared, and what's still outstanding.
Within 2 months our team's document struggles disappeared.
My customers report that it is super easy to use and the integration with Lending Pad works seamlessly.
The followup milestone updates are terrific as they keep the customer up to date of the loan process and offer excellent reminders to them of items missing to finish the loan process.
My overall experience has been extraordinary. I must say that Floify Rep has been amazing.
Every time I had to use the support team, they responded right away and they were always able to help and very friendly.
Excellent integrations, ease of use for client facing pos.
Interacts well with Encompass and user friendly for referral partners, clients and prospects.
I also have ease of use that once an item is uploaded it lets my entire team know. I just click a button on my phone or computer and it automatically uploads to my LOS.
He offers training which is easy to follow and is always available whenever you call and if he's not there's another floify customer service rep that is easily available.
The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.
For example 2016 and 2017 taxes and W-2's. I hate having to do that as it always takes me a little while to figure out since I have to do it once a year.
The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.
Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed.
I like the end user experience. Since I began using this software I have had a number of positive comments about the ease of transmitting documents during a loan process.
This is almost a "set it and forget it" software for gathering documents from our borrowers.
It auto-follows up on what I need from clients and keeps running tabs on what's been sent in, cleared, and what's still outstanding.
Within 2 months our team's document struggles disappeared.
My customers report that it is super easy to use and the integration with Lending Pad works seamlessly.
The followup milestone updates are terrific as they keep the customer up to date of the loan process and offer excellent reminders to them of items missing to finish the loan process.
My overall experience has been extraordinary. I must say that Floify Rep has been amazing.
Every time I had to use the support team, they responded right away and they were always able to help and very friendly.
Excellent integrations, ease of use for client facing pos.
Interacts well with Encompass and user friendly for referral partners, clients and prospects.
I also have ease of use that once an item is uploaded it lets my entire team know. I just click a button on my phone or computer and it automatically uploads to my LOS.
He offers training which is easy to follow and is always available whenever you call and if he's not there's another floify customer service rep that is easily available.
The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.
For example 2016 and 2017 taxes and W-2's. I hate having to do that as it always takes me a little while to figure out since I have to do it once a year.
The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.
Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed.
I like the end user experience. Since I began using this software I have had a number of positive comments about the ease of transmitting documents during a loan process.
This is almost a "set it and forget it" software for gathering documents from our borrowers.
It auto-follows up on what I need from clients and keeps running tabs on what's been sent in, cleared, and what's still outstanding.
Within 2 months our team's document struggles disappeared.
My customers report that it is super easy to use and the integration with Lending Pad works seamlessly.
The followup milestone updates are terrific as they keep the customer up to date of the loan process and offer excellent reminders to them of items missing to finish the loan process.
My overall experience has been extraordinary. I must say that Floify Rep has been amazing.
Every time I had to use the support team, they responded right away and they were always able to help and very friendly.
Excellent integrations, ease of use for client facing pos.
Interacts well with Encompass and user friendly for referral partners, clients and prospects.
I also have ease of use that once an item is uploaded it lets my entire team know. I just click a button on my phone or computer and it automatically uploads to my LOS.
He offers training which is easy to follow and is always available whenever you call and if he's not there's another floify customer service rep that is easily available.
Jungo logo
4.2
120

Mortgage and real estate CRM

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    3.4
    Features
    4.1
    Customer support
    3.8
Pros and Cons from Jungo users   
avatar
+15
The CRM is awesome and for the most part, the support is helpful in getting it to do what I need.
Difficult to set up, new features did not work in Canada. Jungo would blame Salesforce for issues and then Salesforce would blame Jungo for issues.
Again, I love the communication with the parties during the loan process. All of my agents love the communication they get, yet I do not have to do anything.
Incredibly disappointed with how much I wasted my money on this.
The monthly cost is relatively low, the customer support is great, and they always have something being upgraded. I absolutely loved using this as a mortgage broker.
HORRIBLE!!! The Sales Representative who sold me this product/system completely OVER-PROMISED & UNDER-DELIVERED!!! Then turned around and left the company.
I can pretty much do it all. I like that it has functionality that will allow me to grow my business and integrate it with other services that are compatible with my business.
The customer service is horrendous. There is very little real support behind this product.
I love how much information can be added to a client's profile, and how dedicated the Jungo team is to building out lots of APIs to streamline workflows across multiple programs.
Integration with other apps is a pain as you have to call other companies to work with you on setting up within Salesforce.
Jungo has helped me build my business. Making a transition from mortgage banker to owner/mortgage broker gave me confidence my data was easily accessible and backed up just in case we had issues.
The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be frustrating if you need more assistance.
Ease of use and large format display. Marketing templates are nice.
Some of the fields are managed and you have to pay for the changes.
These guys talked a great game. They were going to hook up for texting prospects.
Been using Jungo for over 7 years and have watched it change the productivity of so many clients. Salesforce customization with great customer service and training.
I really enjoy the closing email of the week because it gives you weekly content for your clients and prospects.
I've tried many different CRM's in the past and Jungo by far is worth the money.
The CRM is awesome and for the most part, the support is helpful in getting it to do what I need.
Difficult to set up, new features did not work in Canada. Jungo would blame Salesforce for issues and then Salesforce would blame Jungo for issues.
Again, I love the communication with the parties during the loan process. All of my agents love the communication they get, yet I do not have to do anything.
Incredibly disappointed with how much I wasted my money on this.
The monthly cost is relatively low, the customer support is great, and they always have something being upgraded. I absolutely loved using this as a mortgage broker.
HORRIBLE!!! The Sales Representative who sold me this product/system completely OVER-PROMISED & UNDER-DELIVERED!!! Then turned around and left the company.
I can pretty much do it all. I like that it has functionality that will allow me to grow my business and integrate it with other services that are compatible with my business.
The customer service is horrendous. There is very little real support behind this product.
I love how much information can be added to a client's profile, and how dedicated the Jungo team is to building out lots of APIs to streamline workflows across multiple programs.
Integration with other apps is a pain as you have to call other companies to work with you on setting up within Salesforce.
Jungo has helped me build my business. Making a transition from mortgage banker to owner/mortgage broker gave me confidence my data was easily accessible and backed up just in case we had issues.
The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be frustrating if you need more assistance.
Ease of use and large format display. Marketing templates are nice.
Some of the fields are managed and you have to pay for the changes.
These guys talked a great game. They were going to hook up for texting prospects.
Been using Jungo for over 7 years and have watched it change the productivity of so many clients. Salesforce customization with great customer service and training.
I really enjoy the closing email of the week because it gives you weekly content for your clients and prospects.
I've tried many different CRM's in the past and Jungo by far is worth the money.
The CRM is awesome and for the most part, the support is helpful in getting it to do what I need.
Difficult to set up, new features did not work in Canada. Jungo would blame Salesforce for issues and then Salesforce would blame Jungo for issues.
Again, I love the communication with the parties during the loan process. All of my agents love the communication they get, yet I do not have to do anything.
Incredibly disappointed with how much I wasted my money on this.
The monthly cost is relatively low, the customer support is great, and they always have something being upgraded. I absolutely loved using this as a mortgage broker.
HORRIBLE!!! The Sales Representative who sold me this product/system completely OVER-PROMISED & UNDER-DELIVERED!!! Then turned around and left the company.
I can pretty much do it all. I like that it has functionality that will allow me to grow my business and integrate it with other services that are compatible with my business.
The customer service is horrendous. There is very little real support behind this product.
I love how much information can be added to a client's profile, and how dedicated the Jungo team is to building out lots of APIs to streamline workflows across multiple programs.
Integration with other apps is a pain as you have to call other companies to work with you on setting up within Salesforce.
Jungo has helped me build my business. Making a transition from mortgage banker to owner/mortgage broker gave me confidence my data was easily accessible and backed up just in case we had issues.
The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be frustrating if you need more assistance.
Ease of use and large format display. Marketing templates are nice.
Some of the fields are managed and you have to pay for the changes.
These guys talked a great game. They were going to hook up for texting prospects.
Been using Jungo for over 7 years and have watched it change the productivity of so many clients. Salesforce customization with great customer service and training.
I really enjoy the closing email of the week because it gives you weekly content for your clients and prospects.
I've tried many different CRM's in the past and Jungo by far is worth the money.
Margill Loan Manager logo
4.8
47

Loan servicing and management solution for lenders

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.9
Pros and Cons from Margill Loan Manager users   
+13
I like the ease of use and accuracy in computing interest and terms. The reporting aspect is great and provides all the information I need to close the accounting period.
The updates are a little expensive. You get what you pay for though.
We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.
The Document Merge feature has cut down our processing times by half.
When I purchase software, the most important thing is customer service. On any given date, I can email, and I always get a response within 30 minutes, How wonderful is that.
The only regret is that I didn't buy it sooner.
It does everything we need it to do, and more. The team at Margill has also been very helpful in helping us customize certain features of the product that we needed for our special requirements.
The program is really expensive the cost could be lowered significantly though offering a standard fee.
The application is excellent at managing different loan schedules and can also be used for other types of investments. It has room for improvement in workflow management and permissions management.
The price, ease of use, and over functionality. It is right-sized for my company and has many great features such as a document merge and versatile customization.
I love that this software is user friendly, easy to use, to learn and to manage the loan data.
Margill has been great and is a welcome option for us. It takes some getting used to but its value and functionality are what make the system work well.
This software is perfect to manage loans precisely and in real time. It leaves traces of all the history of past transactions, acting like a guardian of your portfolio.
Margill is a great and easy loan manager for anyone who's doing loans. It is easy to add or change something.
The customer support is unbeatable and very personal and the program itself is very easy to use and has saved me thousands.
Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports.
I like the ease of use and accuracy in computing interest and terms. The reporting aspect is great and provides all the information I need to close the accounting period.
The updates are a little expensive. You get what you pay for though.
We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.
The Document Merge feature has cut down our processing times by half.
When I purchase software, the most important thing is customer service. On any given date, I can email, and I always get a response within 30 minutes, How wonderful is that.
The only regret is that I didn't buy it sooner.
It does everything we need it to do, and more. The team at Margill has also been very helpful in helping us customize certain features of the product that we needed for our special requirements.
The program is really expensive the cost could be lowered significantly though offering a standard fee.
The application is excellent at managing different loan schedules and can also be used for other types of investments. It has room for improvement in workflow management and permissions management.
The price, ease of use, and over functionality. It is right-sized for my company and has many great features such as a document merge and versatile customization.
I love that this software is user friendly, easy to use, to learn and to manage the loan data.
Margill has been great and is a welcome option for us. It takes some getting used to but its value and functionality are what make the system work well.
This software is perfect to manage loans precisely and in real time. It leaves traces of all the history of past transactions, acting like a guardian of your portfolio.
Margill is a great and easy loan manager for anyone who's doing loans. It is easy to add or change something.
The customer support is unbeatable and very personal and the program itself is very easy to use and has saved me thousands.
Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports.
I like the ease of use and accuracy in computing interest and terms. The reporting aspect is great and provides all the information I need to close the accounting period.
The updates are a little expensive. You get what you pay for though.
We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.
The Document Merge feature has cut down our processing times by half.
When I purchase software, the most important thing is customer service. On any given date, I can email, and I always get a response within 30 minutes, How wonderful is that.
The only regret is that I didn't buy it sooner.
It does everything we need it to do, and more. The team at Margill has also been very helpful in helping us customize certain features of the product that we needed for our special requirements.
The program is really expensive the cost could be lowered significantly though offering a standard fee.
The application is excellent at managing different loan schedules and can also be used for other types of investments. It has room for improvement in workflow management and permissions management.
The price, ease of use, and over functionality. It is right-sized for my company and has many great features such as a document merge and versatile customization.
I love that this software is user friendly, easy to use, to learn and to manage the loan data.
Margill has been great and is a welcome option for us. It takes some getting used to but its value and functionality are what make the system work well.
This software is perfect to manage loans precisely and in real time. It leaves traces of all the history of past transactions, acting like a guardian of your portfolio.
Margill is a great and easy loan manager for anyone who's doing loans. It is easy to add or change something.
The customer support is unbeatable and very personal and the program itself is very easy to use and has saved me thousands.
Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports.
The Loan Office logo
4.8
41

Flexible loan servicing software for small lenders

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.5
    Customer support
    4.9
Pros and Cons from The Loan Office users   
+15
We have just implemented The Loan Office software and are very happy with it's ease of use and reporting capabilities. The knowledgeable and pleasant support staff have been a pleasure to work with.
We used to spend many hours monitoring all activity and then hours getting them to correct mistakes. The mistakes became so painful that we decided to take the chance to do it ourselves.
With only 25 loans in our portfolio we were thrilled to find this cost effective solution.
The reports and notices are a pain to customize (in MS Word), but that is my only complaint. My portfolio is very small, so I generally do personalized collections notices anyway.
Overall, I am very pleased and would definitely recommend this program to anyone who carries and services notes. Excellent product and well worth the money.
As it turns out, it takes no more time for us to enter the data ourselves into The Loan Office than it took to monitor and correct the outside service.
Its very user friendly and again the tech support is fantastic. This program for our company has been a great assist in growing our company.
I was hesitant at first to switch my software. My old software was outdated and lacked many features I needed to take my business to the next level.
We love how we can process the payments and keep track of the delinquent borrowers. We are very pleased with the software and it helps us achieve our business goals.
It has a great user interface and customization features depending on users. Overall would recommend for any small business that needs an affordable options.
It is definitely worth finding out if it fits your lending needs. We are very glad we did.
This software is the best in such a way that it very complete and easy to use. It saves time and completely does the work for you.
The software provides the necessary tools to service our loans. The customer service department is excellent and has always done a superior job making sure that our needs are met.
Ease of use, ability to store & organize attached files, multi user capability. The integration with Quick Books for exporting payment transactions is smooth.
W're thrilled we left a full service servicer to switch to The Loan Office.
Loan Office is really helpful for servicing and management that offers integration with QuickBooks and is really easy to integrate with existing reports.
While we'd recommend that you do your homework to understand the features of The Loan Office, we're confident that The Loan Office will successfully do what it says it will do - what more can we ask.
It also provide all the reports quickly and in an easy format.
We have just implemented The Loan Office software and are very happy with it's ease of use and reporting capabilities. The knowledgeable and pleasant support staff have been a pleasure to work with.
We used to spend many hours monitoring all activity and then hours getting them to correct mistakes. The mistakes became so painful that we decided to take the chance to do it ourselves.
With only 25 loans in our portfolio we were thrilled to find this cost effective solution.
The reports and notices are a pain to customize (in MS Word), but that is my only complaint. My portfolio is very small, so I generally do personalized collections notices anyway.
Overall, I am very pleased and would definitely recommend this program to anyone who carries and services notes. Excellent product and well worth the money.
As it turns out, it takes no more time for us to enter the data ourselves into The Loan Office than it took to monitor and correct the outside service.
Its very user friendly and again the tech support is fantastic. This program for our company has been a great assist in growing our company.
I was hesitant at first to switch my software. My old software was outdated and lacked many features I needed to take my business to the next level.
We love how we can process the payments and keep track of the delinquent borrowers. We are very pleased with the software and it helps us achieve our business goals.
It has a great user interface and customization features depending on users. Overall would recommend for any small business that needs an affordable options.
It is definitely worth finding out if it fits your lending needs. We are very glad we did.
This software is the best in such a way that it very complete and easy to use. It saves time and completely does the work for you.
The software provides the necessary tools to service our loans. The customer service department is excellent and has always done a superior job making sure that our needs are met.
Ease of use, ability to store & organize attached files, multi user capability. The integration with Quick Books for exporting payment transactions is smooth.
W're thrilled we left a full service servicer to switch to The Loan Office.
Loan Office is really helpful for servicing and management that offers integration with QuickBooks and is really easy to integrate with existing reports.
While we'd recommend that you do your homework to understand the features of The Loan Office, we're confident that The Loan Office will successfully do what it says it will do - what more can we ask.
It also provide all the reports quickly and in an easy format.
We have just implemented The Loan Office software and are very happy with it's ease of use and reporting capabilities. The knowledgeable and pleasant support staff have been a pleasure to work with.
We used to spend many hours monitoring all activity and then hours getting them to correct mistakes. The mistakes became so painful that we decided to take the chance to do it ourselves.
With only 25 loans in our portfolio we were thrilled to find this cost effective solution.
The reports and notices are a pain to customize (in MS Word), but that is my only complaint. My portfolio is very small, so I generally do personalized collections notices anyway.
Overall, I am very pleased and would definitely recommend this program to anyone who carries and services notes. Excellent product and well worth the money.
As it turns out, it takes no more time for us to enter the data ourselves into The Loan Office than it took to monitor and correct the outside service.
Its very user friendly and again the tech support is fantastic. This program for our company has been a great assist in growing our company.
I was hesitant at first to switch my software. My old software was outdated and lacked many features I needed to take my business to the next level.
We love how we can process the payments and keep track of the delinquent borrowers. We are very pleased with the software and it helps us achieve our business goals.
It has a great user interface and customization features depending on users. Overall would recommend for any small business that needs an affordable options.
It is definitely worth finding out if it fits your lending needs. We are very glad we did.
This software is the best in such a way that it very complete and easy to use. It saves time and completely does the work for you.
The software provides the necessary tools to service our loans. The customer service department is excellent and has always done a superior job making sure that our needs are met.
Ease of use, ability to store & organize attached files, multi user capability. The integration with Quick Books for exporting payment transactions is smooth.
W're thrilled we left a full service servicer to switch to The Loan Office.
Loan Office is really helpful for servicing and management that offers integration with QuickBooks and is really easy to integrate with existing reports.
While we'd recommend that you do your homework to understand the features of The Loan Office, we're confident that The Loan Office will successfully do what it says it will do - what more can we ask.
It also provide all the reports quickly and in an easy format.
Surefire CRM logo
4.6
54

CRM and lead management software for mortgage businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.2
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Surefire CRM users   
avatar
+15
I appreciate the overall ease of use with this software. The reminders are great, and the tags feature is very helpful.
Lack of reporting on every feature makes the features almost useless.
Thanks to the wonderful people in Customer Support [SENSITIVE CONTENT], I was able to really understand how to do so much. The deployments and subscriptions are awesome.
Specifically, in the mortgage industry, we have used 4 other CRM platforms. They all failed to adpat to staying current or provide expected customer service.
The platform itself is great and can really help you take your business to the next level, but their customer service is what makes Surefire truly great.
All in all, it makes no sense to list anything specific here.
I can market on behalf of all of my companies LOs. I get fantastic support from Top of Mind to help me help my LOs.
This is more than acceptable for our application. Some businesses may need updates faster than every 15 minutes, but this really has no negative impact on or business or performance.
All of the pre-built campaigns are effective, look great and typically get a great response. I'm not creative or a great designer so their stuff looks great to me and is effective.
Surefire has enabled us to do just that, and more. The ease of use, combined with the wealth of existing content and amazing tools has exceeded our expectations.
I love the automation emails and the videos are so warming and informative. Wonderful tool for new home buyers and even some novice home buyers.
I really love the ability to set on an automated campaign, but you can also customize anything.
Amazing IF You're Looking For A Long-Term Solution.
We have also just finalized integrations with BombBomb, Mortgage Coach, Monitorbase and others. We know there are major improvements coming and we are excited to see them.
But again this is a huge thanks to the Customer Support Team [SENSITIVE CONTENT.
The integration with LinkedIn and Facebook is also a great avenue for us to post valuable content that we otherwise wouldn't have had readily available to us.
Their support team is second-to-none and will leave zero doubt that they genuinely care about your company's success.
No other vendor I've worked with has a team that will respond as quickly and efficiently as Top of Mind's staff does. You can tell they are invested in making their customers successful.
I appreciate the overall ease of use with this software. The reminders are great, and the tags feature is very helpful.
Lack of reporting on every feature makes the features almost useless.
Thanks to the wonderful people in Customer Support [SENSITIVE CONTENT], I was able to really understand how to do so much. The deployments and subscriptions are awesome.
Specifically, in the mortgage industry, we have used 4 other CRM platforms. They all failed to adpat to staying current or provide expected customer service.
The platform itself is great and can really help you take your business to the next level, but their customer service is what makes Surefire truly great.
All in all, it makes no sense to list anything specific here.
I can market on behalf of all of my companies LOs. I get fantastic support from Top of Mind to help me help my LOs.
This is more than acceptable for our application. Some businesses may need updates faster than every 15 minutes, but this really has no negative impact on or business or performance.
All of the pre-built campaigns are effective, look great and typically get a great response. I'm not creative or a great designer so their stuff looks great to me and is effective.
Surefire has enabled us to do just that, and more. The ease of use, combined with the wealth of existing content and amazing tools has exceeded our expectations.
I love the automation emails and the videos are so warming and informative. Wonderful tool for new home buyers and even some novice home buyers.
I really love the ability to set on an automated campaign, but you can also customize anything.
Amazing IF You're Looking For A Long-Term Solution.
We have also just finalized integrations with BombBomb, Mortgage Coach, Monitorbase and others. We know there are major improvements coming and we are excited to see them.
But again this is a huge thanks to the Customer Support Team [SENSITIVE CONTENT.
The integration with LinkedIn and Facebook is also a great avenue for us to post valuable content that we otherwise wouldn't have had readily available to us.
Their support team is second-to-none and will leave zero doubt that they genuinely care about your company's success.
No other vendor I've worked with has a team that will respond as quickly and efficiently as Top of Mind's staff does. You can tell they are invested in making their customers successful.
I appreciate the overall ease of use with this software. The reminders are great, and the tags feature is very helpful.
Lack of reporting on every feature makes the features almost useless.
Thanks to the wonderful people in Customer Support [SENSITIVE CONTENT], I was able to really understand how to do so much. The deployments and subscriptions are awesome.
Specifically, in the mortgage industry, we have used 4 other CRM platforms. They all failed to adpat to staying current or provide expected customer service.
The platform itself is great and can really help you take your business to the next level, but their customer service is what makes Surefire truly great.
All in all, it makes no sense to list anything specific here.
I can market on behalf of all of my companies LOs. I get fantastic support from Top of Mind to help me help my LOs.
This is more than acceptable for our application. Some businesses may need updates faster than every 15 minutes, but this really has no negative impact on or business or performance.
All of the pre-built campaigns are effective, look great and typically get a great response. I'm not creative or a great designer so their stuff looks great to me and is effective.
Surefire has enabled us to do just that, and more. The ease of use, combined with the wealth of existing content and amazing tools has exceeded our expectations.
I love the automation emails and the videos are so warming and informative. Wonderful tool for new home buyers and even some novice home buyers.
I really love the ability to set on an automated campaign, but you can also customize anything.
Amazing IF You're Looking For A Long-Term Solution.
We have also just finalized integrations with BombBomb, Mortgage Coach, Monitorbase and others. We know there are major improvements coming and we are excited to see them.
But again this is a huge thanks to the Customer Support Team [SENSITIVE CONTENT.
The integration with LinkedIn and Facebook is also a great avenue for us to post valuable content that we otherwise wouldn't have had readily available to us.
Their support team is second-to-none and will leave zero doubt that they genuinely care about your company's success.
No other vendor I've worked with has a team that will respond as quickly and efficiently as Top of Mind's staff does. You can tell they are invested in making their customers successful.
Shape logo
4.8
41

Cloud-based CRM, sales & marketing automation software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.7
Pros and Cons from Shape users   
avatar
+15
I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along.
Terrible customer service glitchy and eSignature is garbage.
I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.
I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.
Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.
There's nothing that I really don't like about shape.
It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.
I haven't really found anything I don't like about this program.
Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.
They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.
This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.
Ease of use, accountability, incredible customer service, and reliability.
Shape software is easy to use, intuitive, and just the perfect software.
I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.
The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.
This is the best CRM a mortgage company can use. And competitively priced too.
The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.
Fast response, easy to use website, very easy to request a demo.
I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along.
Terrible customer service glitchy and eSignature is garbage.
I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.
I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.
Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.
There's nothing that I really don't like about shape.
It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.
I haven't really found anything I don't like about this program.
Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.
They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.
This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.
Ease of use, accountability, incredible customer service, and reliability.
Shape software is easy to use, intuitive, and just the perfect software.
I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.
The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.
This is the best CRM a mortgage company can use. And competitively priced too.
The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.
Fast response, easy to use website, very easy to request a demo.
I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along.
Terrible customer service glitchy and eSignature is garbage.
I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.
I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.
Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.
There's nothing that I really don't like about shape.
It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.
I haven't really found anything I don't like about this program.
Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.
They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.
This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.
Ease of use, accountability, incredible customer service, and reliability.
Shape software is easy to use, intuitive, and just the perfect software.
I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.
The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.
This is the best CRM a mortgage company can use. And competitively priced too.
The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.
Fast response, easy to use website, very easy to request a demo.
LendingWise  logo
4.5
50

Loan origination software with mobile-friendly portals

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.3
    Features
    4.2
    Customer support
    4.3
Pros and Cons from LendingWise users   
+13
We researched all CRM-LOS systems based around the financial industry and none come close to LendingWise. They have been very helpful and the training was amazing for team.
We cannot access every field to export and as a WebHook - this is very distressing.
I enjoy the ease of locating a potential or current Borrowers information with ease.
I would say this would be a lot more difficult for the technically challenged individuals.
The pros are effective customer service. Usability is great it just works for what you need it.
Certain features are missing or don't work well.
I like the interface and the ease of use. It is very easy to implement.
I lot of windows to open and close It has everything I need as an originator To navigate is a bit difficult.
But as they say: you need to have comradeship and share the good news. This is truly a must for any company small or big in the Commercial Lending Industry.
Great idea for pipeline management and the support team is responsive with bugs/requests.
Customizing loan programs and application is very user friendly. Customer service has been great.
It's extremely user friendly. The functionality, ease of use, anything you need, they can do for you.
I like the email wizard and auto populating the file/borrower specific information for standard emails like doc prep request or title search request and wires.
I love the integration of the Software- and if I was selfish I would not want to review it because I would not want my competitors to get it.
Customer service has always been top notch. Almost instant replies to support tickets anytime I've had an issue.
Integration of every aspect of the industry. From Lenders to applications to Credit reporting.
We researched all CRM-LOS systems based around the financial industry and none come close to LendingWise. They have been very helpful and the training was amazing for team.
We cannot access every field to export and as a WebHook - this is very distressing.
I enjoy the ease of locating a potential or current Borrowers information with ease.
I would say this would be a lot more difficult for the technically challenged individuals.
The pros are effective customer service. Usability is great it just works for what you need it.
Certain features are missing or don't work well.
I like the interface and the ease of use. It is very easy to implement.
I lot of windows to open and close It has everything I need as an originator To navigate is a bit difficult.
But as they say: you need to have comradeship and share the good news. This is truly a must for any company small or big in the Commercial Lending Industry.
Great idea for pipeline management and the support team is responsive with bugs/requests.
Customizing loan programs and application is very user friendly. Customer service has been great.
It's extremely user friendly. The functionality, ease of use, anything you need, they can do for you.
I like the email wizard and auto populating the file/borrower specific information for standard emails like doc prep request or title search request and wires.
I love the integration of the Software- and if I was selfish I would not want to review it because I would not want my competitors to get it.
Customer service has always been top notch. Almost instant replies to support tickets anytime I've had an issue.
Integration of every aspect of the industry. From Lenders to applications to Credit reporting.
We researched all CRM-LOS systems based around the financial industry and none come close to LendingWise. They have been very helpful and the training was amazing for team.
We cannot access every field to export and as a WebHook - this is very distressing.
I enjoy the ease of locating a potential or current Borrowers information with ease.
I would say this would be a lot more difficult for the technically challenged individuals.
The pros are effective customer service. Usability is great it just works for what you need it.
Certain features are missing or don't work well.
I like the interface and the ease of use. It is very easy to implement.
I lot of windows to open and close It has everything I need as an originator To navigate is a bit difficult.
But as they say: you need to have comradeship and share the good news. This is truly a must for any company small or big in the Commercial Lending Industry.
Great idea for pipeline management and the support team is responsive with bugs/requests.
Customizing loan programs and application is very user friendly. Customer service has been great.
It's extremely user friendly. The functionality, ease of use, anything you need, they can do for you.
I like the email wizard and auto populating the file/borrower specific information for standard emails like doc prep request or title search request and wires.
I love the integration of the Software- and if I was selfish I would not want to review it because I would not want my competitors to get it.
Customer service has always been top notch. Almost instant replies to support tickets anytime I've had an issue.
Integration of every aspect of the industry. From Lenders to applications to Credit reporting.
Turnkey Lender logo
4.6
36

Award-Winning Lending Management Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Turnkey Lender users   
avatar
avatar
+15
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
Total Expert logo
4.3
48

Marketing automation tool for financial services industry

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.2
    Features
    4.0
    Customer support
    4.5
Pros and Cons from Total Expert users   
avatar
avatar
avatar
+13
Once you figure out how to use it, you can create very professional marketing pieces with just a few clicks. This is the most outstanding aspect of it.
We changed our CRM do to a lack of customer service, customization, and integration with our internal systems.
I appreciate the responsiveness of the team and the ability to provide solutions or be willing to entertain any solutions presented to them.
The user interface is difficult for our sales team and RE agents to learn. They say that there are too many steps.
Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success.
I feel that there is a limited selection of post-closing gifts available, but the company has a road map and plans to address this issue.
Overall, we have had a fantastic experience with the system. Our customer service rep Allison, is our Champion.
I find that there are many technical difficulties.
I love the team we work with, and the ability to add our own collateral/branding.
The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract.
I like the ease of use of this product, and the clean design.
It helps to boost the marketing process of our company. It automatically manages our customer database & helps us with Email marketing.
While this is not a comment about the actual software, the Integration team and the customer support are what really make this product so great.
As for the actual product, it has a clean look and one you know your way around the product it is easy to navigate and use.
Having been an admin for several CRMs, I find Total Expert the most intuitive and easy for our Loan Officers to learn and adopt into their daily routines.
It's integrated with BombBomb which we like. Other than seeing the open rate of our BombBomb videos, we haven't found much use for Total Expert.
Once you figure out how to use it, you can create very professional marketing pieces with just a few clicks. This is the most outstanding aspect of it.
We changed our CRM do to a lack of customer service, customization, and integration with our internal systems.
I appreciate the responsiveness of the team and the ability to provide solutions or be willing to entertain any solutions presented to them.
The user interface is difficult for our sales team and RE agents to learn. They say that there are too many steps.
Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success.
I feel that there is a limited selection of post-closing gifts available, but the company has a road map and plans to address this issue.
Overall, we have had a fantastic experience with the system. Our customer service rep Allison, is our Champion.
I find that there are many technical difficulties.
I love the team we work with, and the ability to add our own collateral/branding.
The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract.
I like the ease of use of this product, and the clean design.
It helps to boost the marketing process of our company. It automatically manages our customer database & helps us with Email marketing.
While this is not a comment about the actual software, the Integration team and the customer support are what really make this product so great.
As for the actual product, it has a clean look and one you know your way around the product it is easy to navigate and use.
Having been an admin for several CRMs, I find Total Expert the most intuitive and easy for our Loan Officers to learn and adopt into their daily routines.
It's integrated with BombBomb which we like. Other than seeing the open rate of our BombBomb videos, we haven't found much use for Total Expert.
Once you figure out how to use it, you can create very professional marketing pieces with just a few clicks. This is the most outstanding aspect of it.
We changed our CRM do to a lack of customer service, customization, and integration with our internal systems.
I appreciate the responsiveness of the team and the ability to provide solutions or be willing to entertain any solutions presented to them.
The user interface is difficult for our sales team and RE agents to learn. They say that there are too many steps.
Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success.
I feel that there is a limited selection of post-closing gifts available, but the company has a road map and plans to address this issue.
Overall, we have had a fantastic experience with the system. Our customer service rep Allison, is our Champion.
I find that there are many technical difficulties.
I love the team we work with, and the ability to add our own collateral/branding.
The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract.
I like the ease of use of this product, and the clean design.
It helps to boost the marketing process of our company. It automatically manages our customer database & helps us with Email marketing.
While this is not a comment about the actual software, the Integration team and the customer support are what really make this product so great.
As for the actual product, it has a clean look and one you know your way around the product it is easy to navigate and use.
Having been an admin for several CRMs, I find Total Expert the most intuitive and easy for our Loan Officers to learn and adopt into their daily routines.
It's integrated with BombBomb which we like. Other than seeing the open rate of our BombBomb videos, we haven't found much use for Total Expert.
MBS Highway logo
5.0
21

Web-based mortgage software with advisory tools

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    4.8
    Features
    4.9
    Customer support
    5.0
Pros and Cons from MBS Highway users   
avatar
+11
I love how MBS Highway gives me daily insights to the market and how myself and my clients can position themselves in a better spot.
Some of that is likely user error also. Just an area that I find to struggle with.
I encourage my whole team to use this. Great tool for any mortgage professional.
If client wants cash out, you have to add it as a debt to fool the system into getting to the loan amount correctly.
This tool is very relevant, accurate, and easy to access. Market Data, graphics, consumer/borrower output with branding are all excellent.
I really hate using mortgage coach and would like more detailed options similar to mortgage coach from MBS highway.
A+ for clarity and relevance. I have saved thousands over the many years I've been a subscriber by paying attention to lock alerts and building my knowledge base with MBS Highway content.
The debt consolidation tool could use some tweaking in allowing us to put the loan amount in vs. it building it up based on debts to be paid off.
Using MBS Highway allows you the ability to stand out - be seen as the pro. So easy to send high quality information: rent vs buy, bid over ask, real estate report cards and much more.
One of the best vendors/partners I've had in over a decade in the mortgage business - not only from a product standpoint but customer service and training as well.
MBS Highway subscription is worth its weight in GOLD x INFINITI.
The learning curve was very minimal before I felt I was in a place to use it comfortably, which allowed me to implement the product in my business almost immediately.
Daily Updates, Educational Value, Ease of Use, Innovation.
PS - Be sure to buy on Amazon - [SENSITIVE CONTENT] new book "Money in the streets.
I love how MBS Highway gives me daily insights to the market and how myself and my clients can position themselves in a better spot.
Some of that is likely user error also. Just an area that I find to struggle with.
I encourage my whole team to use this. Great tool for any mortgage professional.
If client wants cash out, you have to add it as a debt to fool the system into getting to the loan amount correctly.
This tool is very relevant, accurate, and easy to access. Market Data, graphics, consumer/borrower output with branding are all excellent.
I really hate using mortgage coach and would like more detailed options similar to mortgage coach from MBS highway.
A+ for clarity and relevance. I have saved thousands over the many years I've been a subscriber by paying attention to lock alerts and building my knowledge base with MBS Highway content.
The debt consolidation tool could use some tweaking in allowing us to put the loan amount in vs. it building it up based on debts to be paid off.
Using MBS Highway allows you the ability to stand out - be seen as the pro. So easy to send high quality information: rent vs buy, bid over ask, real estate report cards and much more.
One of the best vendors/partners I've had in over a decade in the mortgage business - not only from a product standpoint but customer service and training as well.
MBS Highway subscription is worth its weight in GOLD x INFINITI.
The learning curve was very minimal before I felt I was in a place to use it comfortably, which allowed me to implement the product in my business almost immediately.
Daily Updates, Educational Value, Ease of Use, Innovation.
PS - Be sure to buy on Amazon - [SENSITIVE CONTENT] new book "Money in the streets.
I love how MBS Highway gives me daily insights to the market and how myself and my clients can position themselves in a better spot.
Some of that is likely user error also. Just an area that I find to struggle with.
I encourage my whole team to use this. Great tool for any mortgage professional.
If client wants cash out, you have to add it as a debt to fool the system into getting to the loan amount correctly.
This tool is very relevant, accurate, and easy to access. Market Data, graphics, consumer/borrower output with branding are all excellent.
I really hate using mortgage coach and would like more detailed options similar to mortgage coach from MBS highway.
A+ for clarity and relevance. I have saved thousands over the many years I've been a subscriber by paying attention to lock alerts and building my knowledge base with MBS Highway content.
The debt consolidation tool could use some tweaking in allowing us to put the loan amount in vs. it building it up based on debts to be paid off.
Using MBS Highway allows you the ability to stand out - be seen as the pro. So easy to send high quality information: rent vs buy, bid over ask, real estate report cards and much more.
One of the best vendors/partners I've had in over a decade in the mortgage business - not only from a product standpoint but customer service and training as well.
MBS Highway subscription is worth its weight in GOLD x INFINITI.
The learning curve was very minimal before I felt I was in a place to use it comfortably, which allowed me to implement the product in my business almost immediately.
Daily Updates, Educational Value, Ease of Use, Innovation.
PS - Be sure to buy on Amazon - [SENSITIVE CONTENT] new book "Money in the streets.
MortgageHalo logo
4.3
44

MortgageHalo is a mortgage lead-generating CRM

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.6
Pros and Cons from MortgageHalo users   
avatar
avatar
avatar
+9
A great tool to gain this information is Continuity Programs surveys. For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business.
Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed.
I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control.
Because of the lack of ability to find the information that the emails received tell you are there, it's frustrating.
A great tool to gain this information is Continuity Programs surveys. M very satisfied and will continue to use Continuity Programs.
Sometimes we receive too many emails and it's difficult to respond to everyone.
The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources.
We have not had any successes in getting business with the leads that have been generated.
I like most how user friendly and easy the software is to navigate through.
The information provided and options for use of tools are very good. It can be a useful tool daily, weekly, monthly and annually.
Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.
The ease of getting in and out. The daily updates keep me on top of my past and future clients.
A great tool to gain this information is Continuity Programs surveys. For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business.
Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed.
I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control.
Because of the lack of ability to find the information that the emails received tell you are there, it's frustrating.
A great tool to gain this information is Continuity Programs surveys. M very satisfied and will continue to use Continuity Programs.
Sometimes we receive too many emails and it's difficult to respond to everyone.
The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources.
We have not had any successes in getting business with the leads that have been generated.
I like most how user friendly and easy the software is to navigate through.
The information provided and options for use of tools are very good. It can be a useful tool daily, weekly, monthly and annually.
Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.
The ease of getting in and out. The daily updates keep me on top of my past and future clients.
A great tool to gain this information is Continuity Programs surveys. For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business.
Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed.
I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control.
Because of the lack of ability to find the information that the emails received tell you are there, it's frustrating.
A great tool to gain this information is Continuity Programs surveys. M very satisfied and will continue to use Continuity Programs.
Sometimes we receive too many emails and it's difficult to respond to everyone.
The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources.
We have not had any successes in getting business with the leads that have been generated.
I like most how user friendly and easy the software is to navigate through.
The information provided and options for use of tools are very good. It can be a useful tool daily, weekly, monthly and annually.
Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.
The ease of getting in and out. The daily updates keep me on top of my past and future clients.
RamQuest One logo
4.4
38

Real estate transaction management software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.2
    Features
    4.2
    Customer support
    4.1
Pros and Cons from RamQuest One users   
+15
It's been fantastic; the folks in Dallas who do customer support do a wonderful job and are very knowledgable.
I have had trouble with the remittance report on the date issued.
There have been some great updates lately that have improved the software.
The recent implementation of hyperlinking has taken a burden off of the size of our email traffic and email storage.
I have been more than impressed and satisfied with product development. Customer Support needs to become more timely.
None that I can think of. However, there is a lack of needed report template.
RamQuest integrates with our business processes seamlessly and is a great tool for our users.
While RQ is very easy to use, the UI is very ugly.
I love the ease of use and integration of other products with this software. It’s all we use at work and it makes our lives so much easier.
Some of the enhancements lately have been awesome. A lot of training material/videos.
I love the additional product of Ready2Close. Having it helps make us a major competitor in a small market.
I like that it is very user friendly and what I need to find is easily accessable.
We have really liked using RamQuest One. RamQuest is a leader in the title insurance industry and have customized their product to help the title insurance professional.
The all in one inclusivity of commitment to closing to policy is very useful. Also, the cost of using the RamQuest system simply can't be beat.
Also, there are several very nice built in reports as well as many custom reports that can be developed.
Ramquest is very user friendly and easily learned.
There was a lot that wasn't even considered or thought about when they were setup a decade or so ago and we're feeling the effects of that now. I am really looking forward to the next software build.
It is very easy to update checkbooks and reissue checks etc. at the cost of some checks and balances that other software I've used had.
It's been fantastic; the folks in Dallas who do customer support do a wonderful job and are very knowledgable.
I have had trouble with the remittance report on the date issued.
There have been some great updates lately that have improved the software.
The recent implementation of hyperlinking has taken a burden off of the size of our email traffic and email storage.
I have been more than impressed and satisfied with product development. Customer Support needs to become more timely.
None that I can think of. However, there is a lack of needed report template.
RamQuest integrates with our business processes seamlessly and is a great tool for our users.
While RQ is very easy to use, the UI is very ugly.
I love the ease of use and integration of other products with this software. It’s all we use at work and it makes our lives so much easier.
Some of the enhancements lately have been awesome. A lot of training material/videos.
I love the additional product of Ready2Close. Having it helps make us a major competitor in a small market.
I like that it is very user friendly and what I need to find is easily accessable.
We have really liked using RamQuest One. RamQuest is a leader in the title insurance industry and have customized their product to help the title insurance professional.
The all in one inclusivity of commitment to closing to policy is very useful. Also, the cost of using the RamQuest system simply can't be beat.
Also, there are several very nice built in reports as well as many custom reports that can be developed.
Ramquest is very user friendly and easily learned.
There was a lot that wasn't even considered or thought about when they were setup a decade or so ago and we're feeling the effects of that now. I am really looking forward to the next software build.
It is very easy to update checkbooks and reissue checks etc. at the cost of some checks and balances that other software I've used had.
It's been fantastic; the folks in Dallas who do customer support do a wonderful job and are very knowledgable.
I have had trouble with the remittance report on the date issued.
There have been some great updates lately that have improved the software.
The recent implementation of hyperlinking has taken a burden off of the size of our email traffic and email storage.
I have been more than impressed and satisfied with product development. Customer Support needs to become more timely.
None that I can think of. However, there is a lack of needed report template.
RamQuest integrates with our business processes seamlessly and is a great tool for our users.
While RQ is very easy to use, the UI is very ugly.
I love the ease of use and integration of other products with this software. It’s all we use at work and it makes our lives so much easier.
Some of the enhancements lately have been awesome. A lot of training material/videos.
I love the additional product of Ready2Close. Having it helps make us a major competitor in a small market.
I like that it is very user friendly and what I need to find is easily accessable.
We have really liked using RamQuest One. RamQuest is a leader in the title insurance industry and have customized their product to help the title insurance professional.
The all in one inclusivity of commitment to closing to policy is very useful. Also, the cost of using the RamQuest system simply can't be beat.
Also, there are several very nice built in reports as well as many custom reports that can be developed.
Ramquest is very user friendly and easily learned.
There was a lot that wasn't even considered or thought about when they were setup a decade or so ago and we're feeling the effects of that now. I am really looking forward to the next software build.
It is very easy to update checkbooks and reissue checks etc. at the cost of some checks and balances that other software I've used had.
Plaid logo

Plaid

4.4
40

Platform that enables apps to connect with bank accounts

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.3
    Features
    4.3
    Customer support
    4.3
Pros and Cons from Plaid users   
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+13
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.