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.
Wealthbox
wealthbox.com
Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.
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.
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.
Zapflow
zapflow.com
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Maximizer
maximizer.com
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
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.
LendingPad
lendingpad.com
LendingPad is a loan origination system that streamlines mortgage lending operations, automating processes and managing loan applications from start to finish.
LoanStreet
loan-street.com
LoanStreet is a platform for financial institutions to share and manage loans efficiently, enhancing capital access and operational practices.
Lenderfit
lenderfit.io
Lenderfit is a loan management app that streamlines lending processes, automates tasks, and enhances communication for financial institutions.
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.
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.
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.
Roopya
roopya.money
Roopya is a fintech platform that streamlines loan origination for financial institutions with data-driven processes and analytics tools.
Lendr
joinlendr.com
Lendr is a loan origination and servicing platform for hard and private money lenders, streamlining loan management and enhancing client communication.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
LeadCenter.AI
leadcenter.ai
LeadCenter.AI is an AI-powered platform for financial advisors that automates sales and marketing processes to enhance lead management and customer insights.
4Degrees
4degrees.ai
4Degrees is a CRM designed for deal-driven industries, offering tools for relationship management, data entry automation, and alert systems to enhance professional networking.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
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.
Smava
smava.de
Smava is an online platform for comparing consumer loans, allowing users to find and apply for loans based on their needs without affecting their credit scores.
BrytSoftware.com
brytsoftware.com
BrytSoftware is a loan management tool that streamlines loan origination, servicing, and documentation, offering automation and reporting features for lenders.
GoDocs
godocs.com
GoDocs automates commercial loan documentation for banks and lenders, ensuring compliance and efficiency in the loan closing process.
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.
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.
Funding
funding.com.au
Funding simplifies access to bridging loans and mortgage investments for Australians, allowing them to manage their financial decisions more effectively.
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