Business Operations

Certify's expense management solutions help mortgage companies simplify the entire expense management lifecycle, including travel booking, receipt capture, approval workflows, and detailed reporting for accurate financial analysis.

ExpensePoint offers cloud-based expense management software designed to assist mortgage firms in digitizing and streamlining their expense approval and reimbursement processes, leading to more efficient financial operations.

Expensify simplifies expense reporting for mortgage professionals by automating the capture, categorization, and reimbursement of expenses through their mobile and web applications, saving time and improving compliance.

While FactorialHR primarily focuses on HR management, its expense management software can assist mortgage companies in automating expense submission, approval, and reconciliation processes, ensuring accurate financial reporting.

Freshworks offers a suite of customer engagement software, including helpdesk and CRM solutions. Mortgage lenders can leverage these tools to manage customer support tickets, track interactions, and build stronger relationships with borrowers, enhancing their overall experience.

Front is a customer operations platform that streamlines communication, collaboration, and provides insights to deliver exceptional service at scale. It helps mortgage lenders manage customer inquiries, automate workflows, and measure customer happiness and team performance.

Fyle's expense management software enables mortgage businesses to automate expense tracking, streamline approvals, and integrate with accounting systems, ensuring accurate and timely reimbursement, reducing errors, and improving financial control.

Gaffney Austin LLC specializes in mortgage, real estate, and fintech industries. Their expert team of communication specialists builds impactful media campaigns, utilizing innovative outreach tools and interactive messaging to maximize company reach. Elevate your brand through thoughtful media placements, online content creation, and industry recognition.

Gladly is a customer service platform that helps mortgage lenders provide personalized and seamless support across multiple channels. It consolidates customer information and interactions, enabling lenders to deliver a consistent experience and build stronger relationships with borrowers.

Glia offers digital customer service technology for financial enterprises and beyond. They provide solutions to drive sales, increase customer loyalty, and ease customer effort. With a focus on channelless customer engagement, they offer services like co-browsing, SMS integration, AI management, and more.

Google Meet is a video conferencing service provided by Google. It allows users to host and join online meetings, share screens, and collaborate with others.

GoToMeeting is a web conferencing and online meeting software that allows users to host and join online meetings, share screens, and collaborate with others remotely.

Gusto is an all-in-one HR solution tailored for mortgage lenders. Offering seamless payroll, benefits administration, hiring and onboarding, and talent management in one streamlined platform. Mortgage lenders can enhance team support, save time, and ensure HR compliance effortlessly.

Helpdesk.com is a comprehensive customer support software that centralizes communication channels, assists in ticket management, and facilitates collaboration among mortgage lenders' support teams. It enables efficient handling of borrower inquiries and ensures timely and satisfactory resolution of issues.

IBM provides comprehensive Business Continuity Management solutions that empower mortgage lenders to manage risk effectively. Their services assist lenders in ensuring operational resilience in the face of adversity.

Intercom is a messaging platform that enables personalized, real-time communication with customers. Mortgage lenders can use it to engage and support borrowers throughout the loan process, providing timely updates, answering questions, and addressing concerns.

iSolved is a comprehensive HR platform, streamlining work for mortgage lenders. Offering services like payroll, benefits management, and talent acquisition, iSolved allows mortgage lenders to efficiently manage HR processes, improve employee experience, and derive actionable workforce insights for better decision-making.

Itemize provides intelligent expense management software that helps mortgage professionals automate data extraction from receipts and invoices, reducing manual data entry and enabling real-time expense tracking for more accurate financial reporting.

Jira is a powerful project management and issue tracking tool. It offers features for team collaboration, agile planning, and bug tracking, making it suitable for software development teams to manage their projects.

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.