Wealthbox
wealthbox.com
Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.
Upgrade
upgrade.com
The Upgrade app allows users to check rates for fixed-rate personal loans, apply for Upgrade Card, and access cash back rewards with Rewards Checking.
Affinity
affinity.co
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
Creatio
creatio.com
Creatio is a no-code platform for automating workflows and CRM, enhancing customer interactions and operational efficiency through AI-driven tools.
Upstart
upstart.com
Upstart is an AI-driven lending app for personal loans, auto refinancing, and debt consolidation, offering quick approvals and reduced barriers to credit access.
Maximizer
maximizer.com
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
Lama AI
lama.ai
Lama AI is an end-to-end platform that uses generative AI to streamline loan origination for financial institutions, improving efficiency and access to capital for businesses.
Dasseti
dasseti.com
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Zapflow
zapflow.com
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
LendingPad
lendingpad.com
LendingPad is a loan origination system that streamlines mortgage lending operations, automating processes and managing loan applications from start to finish.
Lendr
joinlendr.com
Lendr is a loan origination and servicing platform for hard and private money lenders, streamlining loan management and enhancing client communication.
Roopya
roopya.money
Roopya is a fintech platform that streamlines loan origination for financial institutions with data-driven processes and analytics tools.
Funding Circle
fundingcircle.com
Funding Circle is a lending platform connecting small businesses seeking loans with investors, simplifying the loan process and offering quick access to capital.
Axe Credit Portal
axefinance.com
Axe Credit Portal automates the credit lifecycle, from KYC to servicing, enabling lenders to streamline processes and improve decision-making across multiple credit products.
LoanPro
loanpro.io
LoanPro is a loan management system that automates servicing, payments, and compliance, helping lenders efficiently manage the loan lifecycle and optimize operations.
LoanStreet
loan-street.com
LoanStreet is a platform for financial institutions to share and manage loans efficiently, enhancing capital access and operational practices.
LendAPI
lendapi.com
LendAPI is a customizable digital lending platform for managing financial product applications, supporting integration, and enhancing customer communication.
Lenderfit
lenderfit.io
Lenderfit is a loan management app that streamlines lending processes, automates tasks, and enhances communication for financial institutions.
Defacto
getdefacto.com
Defacto is an AI-driven B2B lending platform that provides instant financing to SMEs in Europe through an embedded lending API.
DigiFi
digifi.io
DigiFi is a digital lending platform that automates the loan process from application to funding, serving various lending industries.
Mortgage Automator
mortgageautomator.com
Mortgage Automator is a loan origination and servicing software for private lenders, automating documents, payments, and client communications to enhance operational efficiency.
Floify
floify.com
Floify is a mortgage point-of-sale software that automates and organizes the loan origination process for lenders and borrowers.
Kiavi
kiavi.com
Kiavi is a fintech platform that provides fast financing for real estate investors, streamlining the loan process for fix-and-flip projects without traditional barriers.
NMI
nmi.com
NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.
Paidly
meetpaidly.com
Paidly is a cloud-based platform that helps employers enhance recruitment and retention by offering student loan benefits to improve employee financial wellness.
Wiserfunding
wiserfunding.com
Wiserfunding is a credit analytics platform that helps SME lenders assess credit risk and manage portfolios using data-driven insights and analytical tools.
The Mortgage Office
themortgageoffice.com
The Mortgage Office app streamlines mortgage management, facilitating loan origination, servicing, and compliance through automation and organized workflows for lenders.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Hubly
myhubly.com
Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
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