🔧 Tools in Borrower Portals

Shape Software

The All in One Business Management Solution.

An AI-powered CRM and marketing automation platform with a robust customer portal designed for the mortgage and lending industries.

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Pre-Approve Me

The All-In-One Mortgage Platform.

A mobile-first mortgage platform that combines lead generation, a point-of-sale system, and CRM functionalities.

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Floify

Streamline the loan origination process and deliver beautiful borrower experiences.

A leading mortgage point-of-sale (POS) platform that streamlines the loan process by automating document collection and communication.

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Mortgage Automator

The most advanced private lending software.

An end-to-end loan origination and servicing software specifically designed for private and hard money lenders.

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Bonzo

The Sales Engagement Platform for Modern Teams.

A sales engagement and communication platform with a 'Campaigns' feature that functions as a borrower portal for lead capture and interaction.

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SimpleNexus (an nCino company)

The homeownership platform that unites the people, systems, and stages of the mortgage process.

A mobile-first homeownership platform for loan officers, borrowers, and real estate agents.

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Maxwell

The mortgage platform for local lenders.

A digital mortgage platform focused on empowering small to midsize mortgage lenders with technology to compete with larger institutions.

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LendingPad

A modern loan origination system for the modern mortgage lender.

A cloud-based Loan Origination System (LOS) that includes a comprehensive borrower portal and tools for brokers, lenders, banks, and credit unions.

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TurnKey Lender

Global leader in digital lending automation.

An AI-powered, end-to-end lending platform for automating the entire loan lifecycle.

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Surefire CRM (by Black Knight)

The #1 CRM & Marketing Engine for the Mortgage Industry.

A leading mortgage-specific CRM and marketing automation platform that helps lenders win new business and earn repeat business.

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Unify CRM

The Mortgage CRM That Does It All.

A mortgage CRM and marketing automation platform designed to help lenders manage relationships and automate communication.

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BeSmartee

The Original Digital Mortgage Platform.

A digital mortgage platform that provides a complete, end-to-end solution from POS to closing.

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Blend

The platform for modern lending.

A leading digital lending platform that powers mortgages, consumer loans, and deposit account opening for financial institutions.

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The Mortgage Office

Loan Servicing and Origination Software.

Comprehensive loan servicing and origination software, specializing in private and hard money lending.

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Total Expert

The Customer Engagement Platform for Modern Financial Institutions.

A marketing and customer engagement platform for the financial services industry, including features that support the borrower journey.

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BNTouch Mortgage CRM

The Mortgage CRM That Does It All.

An all-in-one mortgage CRM, marketing, and POS platform designed to help lenders grow their business.

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Calyx Point

The Foundation of Your Lending Business.

A long-standing and widely-used Loan Origination System (LOS) that includes borrower-facing portal features.

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Nortridge Loan System (NLS)

Bringing enterprise-grade loan management software to all lenders.

A comprehensive loan servicing platform that offers an integrated borrower portal for online payments and account management.

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Jungo

The Mortgage App for Salesforce.

A mortgage-focused CRM and marketing automation solution built on the Salesforce platform.

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Roostify (now part of CoreLogic)

Reinvent Lending. Realize Dreams.

A digital lending platform designed to accelerate and simplify the home loan experience for lenders and borrowers.

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Encompass Consumer Connect

Deliver a state-of-the-art digital mortgage experience.

The borrower-facing point-of-sale solution for the Encompass loan origination system by ICE Mortgage Technology.

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Cloudvirga (now part of Stewart)

The Premiere Digital Mortgage Platform.

A digital mortgage platform focused on automating lender workflows and reducing the cost of origination.

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LendFoundry

Digital Lending, Reimagined.

A digital lending platform offering a suite of products including a loan origination system and a self-service borrower portal.

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