Tax Reporting
CRA
XML exports that allow you to report tax information for the investors
Legal
Diamond and Diamond
Instruct Diamond and Diamond directly from the loan file. Recieve real-time updates on the progress of the closing process.
Docs
DocuSign
Send loan documents for signing directly to your borrowers through Docusign.
Credit
Equifax
Perform hard or soft credit checks, download credit bureaus and import assets/debt information.
Broker
Filogix
Receive applications submitted by your broker partners directly in your MA accounts.
CRM & Other
Hubspot
Connect MA and HubSpot accounts to transfer information and documents, and keep both accounts in sync.
Verification
Inverite
Check and verify income and spending, bank account statuses, and download account statements.
Broker
Lendesk
Receive applications submitted by your broker partners directly in your MA accounts.
Broker
M3 Boss
Receive deals directly in your Mortgage Automator account. Track commissions, manage compliance, and access real-time analytics while integrating seamlessly with lender networks and CRM systems.
Payments
PAD/ACH reporting
Allows lenders to generate transaction information to pay and collect monies from any major banking institution in the US and CA.
Communications
Twilio
Send automated text messages and emails to your partners and third parties directly from the application
Broker
Velocity
Receive applications submitted by their broker partners directly in their MA accounts.
CRM & Other
Zapier
Integrate with thousands of apps like Gmail, Slack, HubSpot, and Salesforce without any coding. Create custom workflows to sync data, eliminate manual entry, and enhance productivity.
Payments
Zum
Collection of payments from borrowers