Business Operations

  • KCD PR is a seasoned financial services PR agency. They provide expert counsel to a wide spectrum of financial businesses, including banks, private equity firms, accounting firms, and wealth management companies. The multi-disciplinary team delivers innovative strategies to boost clients' bottom lines and improve their media presence.

  • Livestorm is a webinar and meeting platform that offers live streaming, on-demand webinars, and virtual events management. It provides interactive features to engage participants during presentations.

  • LoanVision is a company that provides mortgage lenders with advanced accounting software. With their robust platform, mortgage lenders can streamline their financial processes, ensuring accuracy and efficiency. Enhance your mortgage lending operations with LoanVision's innovative accounting software solution.

  • Mitratech provides comprehensive legal and compliance software solutions, including vendor management, to meet the unique needs of mortgage companies. Their robust platform streamlines vendor due diligence, contract management, risk assessments, and regulatory compliance, helping mortgage companies enhance vendor relationships and ensure smooth operations.

  • Monday.com is a leading work management platform that offers customizable products for seamless collaboration. It empowers mortgage lenders and other businesses with efficient project management software, allowing teams to streamline workflows, track progress, and achieve their goals with ease.

  • Ncontracts provides innovative risk and vendor management software solutions specifically crafted for mortgage companies. With robust modules facilitating contract management, risk assessments, compliance monitoring, and reporting, they enable mortgage companies to effectively manage vendor relationships, maximize performance, and mitigate potential risks.

  • Notion is a collaboration platform that combines note-taking, project management, and task tracking in one place. It allows users to customize their workspace, create databases, and collaborate with team members.

  • OnSolve specializes in critical event management solutions, offering mortgage lenders vital tools for Business Continuity Management. Their communication and alerting systems enable lenders to respond swiftly during crises.

  • NetSuite's online platform is a lifeline for mortgage lenders, providing cloud-based solutions that streamline operations. From accounting to CRM and HR, it simplifies processes, enabling efficient client management, precise financial tracking, and compliance adherence. Tailored market support ensures mortgage lenders can thrive in diverse regions.

  • Paylocity is an advanced HR and payroll platform that assists mortgage lenders in streamlining their human resource processes. Leveraging innovative technology, Paylocity aids with recruiting, benefits administration, employee training, and payroll compliance, ultimately enhancing operational efficiency, accuracy, and strategic decision-making.

  • At Pilot, mortgage lenders can access specialized professional services. These offerings are tailored to the unique needs of the mortgage industry, providing expert guidance and solutions to streamline operations and financial management. Elevate your mortgage lending business with Pilot.

  • Pipefy is a business process automation platform that assists mortgage lenders in HR management. It provides efficient hiring, onboarding, and HR request handling systems, eliminating manual tasks and improving internal communication, thereby enhancing overall HR efficiency.

  • Quantivate helps mortgage companies optimize vendor management with their all-in-one software. With features such as vendor onboarding, risk assessments, contract management, and ongoing due diligence, they empower mortgage companies to streamline vendor relationships, ensure compliance, and make strategic decisions with confidence.

  • QuickBooks by Intuit aids mortgage lenders by streamlining financial management, offering tools for expense tracking, income reporting, and tax preparation. It simplifies bookkeeping, ensuring compliance and efficiency in the complex financial processes of mortgage lending.

  • Ramp is the ultimate platform for finance operations and teams. It offers a range of products including corporate cards, expense management, accounts payable, and more. Mortgage lenders can use Ramp.com to automate their accounting processes, stay compliant, and eliminate errors, ultimately streamlining their finance operations.

  • RingCentral is a cloud-based communication and collaboration platform that offers services such as video conferencing, messaging, and phone system solutions for businesses.

  • Sage offers accounting and business management software to businesses of all sizes. Mortgage lenders can use their software to streamline financial operations, manage payroll, track expenses, and improve efficiency. With Sage's solutions, lenders can enhance productivity and drive revenue growth.

  • SAI360 specializes in Business Continuity Planning software and consulting for mortgage lenders. Their solutions help lenders build resilience and adapt to changing business environments.

  • SAP Business One is a comprehensive ERP software for small businesses. Mortgage lenders can utilize its features for efficient financial management, sales, customer management, and analytics. It helps lenders streamline operations, reduce errors, make informed decisions, and effectively manage the loan origination and servicing process.

  • Concur offers expense management solutions that can help mortgage businesses streamline their expense tracking, simplify employee reimbursements, and gain better visibility and control over their financial transactions.