Business Operations

ABT offers cybersecurity assessment, Microsoft 365 support, seamless integration between LOS core and servicing systems, Power BI for Encompass, attack simulation training, comprehensive security assessment, and Microsoft Azure solutions. They empower mortgage companies to grow faster, drive profitability, secure their business, and protect borrowers from wire fraud and identity theft.

AdvisorPR is an industry-leading Public Relations agency for financial advisors and mortgage lenders. With proven PR programs that secure targeted and high-value placement opportunities, AdvisorPR helps mortgage lenders increase their visibility, build credibility, and enhance searchability through effective PR strategies. Their turnkey programs for local, national, and online media outreach are designed to deliver tangible results that elevate your brand and amplify your message.

Asana is a web-based project management tool designed for teams to plan, organize, and track their work. It provides features like task management, project tracking, and team collaboration to improve productivity.

Assurance Software provides Business Continuity and Risk Management solutions for mortgage lenders. Their services empower lenders to prepare for and respond to disruptions effectively, ensuring seamless operations.

BambooHR provides a comprehensive HR platform for mortgage lenders. Offering tools for tracking hours, payroll management, hiring and onboarding, it streamlines HR processes. Its analytics and reporting features allow lenders to optimize workforce performance and maintain compliance.

Basecamp is a project management and team communication platform. It provides features like task lists, schedules, and file storage to help teams collaborate, streamline workflows, and stay organized.

Bill.com assists mortgage lenders by providing AP automation, optimizing cash flow and enhancing financial control. Their platform enables lenders to generate professional invoices, expedite payments, and offer flexible payment methods like ACH and credit card processing, simplifying and accelerating the payment process.

BlueJeans is a video conferencing platform that provides cloud-based meetings, video events, and live streaming services. It allows users to connect and collaborate with participants remotely.

Brex offers a corporate card and financial management platform, providing businesses in the mortgage industry with enhanced expense tracking, credit limits, and rewards to optimize their financial operations.

Capacity.com is an incredible AI-powered support automation platform that revolutionizes the way businesses handle customer support and workflow management. With its cutting-edge technology, Capacity empowers teams to automate key processes, provide seamless self-service options through chatbots, and easily integrate with other apps for enhanced productivity.

Chernoff Newman is a full-service agency specializing in strategic public relations. With their expertise in managing public perception and building key relationships, they offer mortgage lenders services like community and media relations, employee communications, public education, special events, trade show promotion, and creative editorial writing.

CLDigital is a leading provider of enterprise risk and resilience software. Their CL360 platform offers comprehensive solutions for business continuity management, including tools for mortgage lenders. With powerful decision analytics and data-driven insights, they help organizations adapt, deliver, and thrive in an ever-changing world.

ClickUp is an all-in-one productivity platform that offers task management, project tracking, and team collaboration features. It helps teams streamline their workflows, communicate effectively, and stay organized.

Cognito is a specialized agency that excels in strategic corporate positioning, clear communications, and public relations. With deep knowledge of financial markets and technology, their multi-disciplinary team delivers tailored solutions to connect with audiences, protect reputations, and drive business growth.

CSG is a leading marketing agency specializing in financial services like mortgage lending. With a deep understanding of the industry, their expertise in public relations helps clients build strong media presence, navigate compliance challenges, and communicate their expertise to key audiences in the crowded and complex financial services landscape.

Datto's data backup and disaster recovery solutions are vital for mortgage lenders. These services ensure the security of critical data and systems, a cornerstone of Business Continuity Management.

Depth PR is a full-service PR and marketing agency specializing in B2B mortgage fintech. With nearly two decades of industry experience, their team offers mortgage lenders strategic insights, content development, and marketing expertise to help innovators in the mortgage industry achieve organic growth, investment, and acquisition goals.

Desku.io, an AI-driven customer support platform, revolutionizes mortgage lenders' customer service by streamlining user experience and increasing efficiency. It offers AI chatbots, automation, shared inboxes, live chat, knowledge bases, and integrations to enhance communication and overall support.

Microsoft Dynamics 365 Business Central is a potent cloud-based financial management solution tailored for lenders. It streamlines financial operations, offering robust tools and analytics that empower lenders to optimize their fiscal strategies, enhancing their financial performance and decision-making.

eBRP offers Business Continuity and Disaster Recovery software solutions for mortgage lenders. Their tools assist lenders in creating and managing effective continuity plans to safeguard their operations.