Explore the best alternatives to Mortech for users who need new software features or want to try different solutions. Other important factors to consider when researching alternatives to Mortech include reliability and ease of use. The best overall Mortech alternative is Loansifter. Other similar apps like Mortech are Polly.io, TaskSuite, LoanPricer Mortgage Pricing Engine, and PrecisionLender. Mortech alternatives can be found in Loan Pricing Software but may also be in Financial Services CRM Software or Mortgage Point of Sale (POS) Software.
Loansifter operates the mortgage industry's digital marketplace which connects lenders, investors and providers with comprehensive secondary marketing solutions, market leading capabilities and value-added services that deliver results.
Effortlessly configure rules, dynamically manage margin strategies, and quickly distribute pricing across all channels to stay ahead of the competition and win more business.
TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue. TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience. - Connect to your audience - Collect data for actionable insight - Automate business workflows - Save time and money With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals. - Real-time sales and marketing tracking. - Actionable insight into every customer interaction. - Put all your digital interactions in one place.
PrecisionLender is a web-based pricing management solution to price nearly $10 billion in loans and deposits each month. With PrecisionLender, loan officers finally have a tool they can use to have a constructive conversation that focuses on the borrowers needs, and allows them to hand-craft a solution that works for both the borrower and the bank.
LoanPricingPRO is an advanced tool designed to assist financial institutions in strategically pricing commercial loans by leveraging real-time metrics. Developed by FORVIS, this platform enables lenders to manage and expand their loan portfolios by considering the value of existing customer relationships and optimizing proposed loan terms through real-time profitability analysis. By moving beyond intuition-based pricing strategies, LoanPricingPRO provides a data-driven approach that enhances decision-making and profitability in today's competitive lending environment. Key Features and Functionality: - Benchmark Calculator: Offers profitability-enhancing recommendations to guide strategic loan pricing decisions. - Relationship-Based Pricing: Evaluates the total value of customer relationships, including existing loans, deposits, and related accounts, to inform pricing strategies. - Custom Risk-Adjusted Pricing: Allows for tailored pricing models that account for varying levels of credit risk and interest rate risk. - Product-Specific Expense Allocations: Enables precise allocation of expenses to specific loan products, ensuring accurate profitability assessments. - Configurable ROE Targets: Provides the flexibility to set minimum and desired Return on Equity targets, aligning loan pricing with institutional profitability goals. LoanPricingPRO's multidimensional reporting capabilities allow financial institutions to delve into meaningful data layers and track performance through an intuitive dashboard. This facilitates objective analysis and informed decision-making. Primary Value and Problem Solved: LoanPricingPRO addresses the challenge many financial institutions face when relying on intuition for loan pricing, which can lead to unclear profitability outcomes. By providing a quantitative and strategic approach to loan pricing, the platform eliminates guesswork, enabling lenders to make informed decisions that enhance profitability. This is particularly crucial in today's competitive lending environment, where precise and data-driven pricing strategies are essential for success.
It is digitally disrupting the lending industry with an immersive omnichannel experience and high velocity execution: from home discovery to loan funding.
Real-Time Competitive Analytics & Pricing Engine (PPE)
Vector is an AI-powered financial modeling platform for banks and lenders. The platform replaces numerous Excel models used by CFOs and analysts, unlocking the next generation of financial planning and forecasting for these institutions. Vector uniquely integrates Financial Planning and Analysis (FP&A) with Asset-Liability Management (ALM). The platform enables lending institutions to instantly generate a 5-year projected balance sheet and income statement, allowing them to make informed decisions related to profitability, capital, and liquidity.
OpenClose’s DecisionAssist™ PPE solution is web-based loan product and pricing software that is offered on a software-as-a-service (SaaS) basis for all mortgage lending channels and product types. Today’s lending landscape is fast-moving, compliance intensive and margins are thin.