Reduce your software costs by 18% overnight
Zoot Enterprises

Zoot Enterprises Alternatives & Competitors

Answer a few questions to help the Zoot Enterprises community
Have you used Zoot Enterprises before?
Yes

Top Alternatives to Zoot Enterprises

  • Redtail CRM
  • Salesforce Financial Services Cloud
  • Encompass Digital Mortgage Solution
  • Liferay Digital Experience Platform
  • Riskalyze

Top 20 Alternatives & Competitors to Zoot Enterprises

Browse options below. Based on reviewer data you can see how Zoot Enterprises stacks up to the competition, check reviews from current & previous users in industries like #<Competitors::ProgrammaticText::Description::NullFilters:0x00007fbe86d7a1f8>, and find the best product for your business.
    #1
  1. Redtail CRM

    (116)4.4 out of 5
  2. Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

    Categories in common with Zoot Enterprises:
    UF
    Our firm started using this CRM in early 2018 and we moved from Salesforce. It was recommended to us by the broker dealer we previously worked with because Redtail was promise to better for a...Read more
    #2
  3. Salesforce Financial Services Cloud

    (67)4.1 out of 5
  4. Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

    Categories in common with Zoot Enterprises:
    Zain S.
    ZS
    I like the clean and clear data mapping when analyzing data. It helps to see and predict trends as well as certain inconsistencies that could be occurring.This will give a much better oversight of...Read more
    18%   of software applications aren't well liked by teams using them.
    Find out how your team feels about your stack with G2 Pulse Surveys.
    Learn More
    #3
  5. Encompass Digital Mortgage Solution

    (58)4.2 out of 5
  6. Encompass is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record so you can close compliant loans.

    Categories in common with Zoot Enterprises:
    AB
    Very easy to use, everyone in my work place uses it and it keep files organized
    #4
  7. Liferay Digital Experience Platform

    (52)4.3 out of 5
  8. Open source portal, content, collaboration software.

    Categories in common with Zoot Enterprises:
    AD
    There are may thinks like bookmarks, search, web-content management, roles & permission, user management available out of box. I like the most is the content management in liferay dxp.
    #5
  9. Riskalyze

    (42)4.2 out of 5
  10. Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

    Categories in common with Zoot Enterprises:
    UF
    Riskalyze's blend of behavioral finance with analytics provides a much more realistic assessment of a client's true risk tolerance than purely analytical questionnaires
    #6
  11. HiddenLevers

    (34)4.5 out of 5
  12. Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with Zoot Enterprises:
    UF
    I like how the reports were generated and how we can compare multiple portfolios.
    #7
  13. Floify

    (25)4.8 out of 5
    Optimized for quick response
  14. Mortgage Processing Software

    Categories in common with Zoot Enterprises:
    MB
    The milestone notifications, and the abilty to add necessary documents
    #8
  15. SmartOffice

    (24)3.6 out of 5
  16. CRM system for Insurance and Financial Services

    Categories in common with Zoot Enterprises:
    CC
    Aplicación muy completa y sencilla cumple con lo más necesario
    #9
  17. Calyx Point

    (23)3.8 out of 5
  18. Calyx Point has features, forms, and reporst that you need to manage your business with state ang fedral government forms, integration with lenders, vendors, Fannie Mae, and Freddie Mac, marketing tools, and more.

    Categories in common with Zoot Enterprises:
    UR
    Easy to understand and to navigate through tabs
    #10
  19. Total Expert

    (22)4.5 out of 5
  20. Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

    Categories in common with Zoot Enterprises:
    MJ
    There is no need to worry about product’s tracking and tagging in the market when Total Expert is there to hold these things. It’s not a fantastic software to mark the product price by comparing it...Read more
    #11
  21. Backstop Solutions Suite

    (21)4.7 out of 5
  22. Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Categories in common with Zoot Enterprises:
    UI
    Ease of use, built-in calculations and reporting capabilities
    #12
  23. LendingPad

    (21)5.0 out of 5
    Optimized for quick response
  24. Loan Origination System is a full-featured, 100% cloud-based, forward-thinking enterprise LOS. It is designed for all of your daily origination needs including borrower engagement (Point-of-Sale), team interactions, processing, document management and connectivity to your favorite service providers. It has been time-tested by thousands of satisfied brokers and lenders in startups as well as larger operations, and is constantly evolving to offer you the latest technology you need to succeed.

    Categories in common with Zoot Enterprises:
    UF
    The UI is excellent! Apple/Mac Friendly! AUS is very easy to run. LO's can download IPhone and Android Apps! Applications are taken faster by Loan Officers and Processors/Underwriters/Closers are...Read more
    #13
  25. Practifi

    (19)4.6 out of 5
  26. Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.

    Categories in common with Zoot Enterprises:
    Dan R.
    DR
    Our firm appreciates the flexibility in Practifi, and the ability to build out robust workflows with adjustments based on multiple outcomes.
    #14
  27. TurnKey Lender

    (18)4.7 out of 5
    Optimized for quick response
  28. TurnKey Lender is a cloud based system for evaluating borrowers, decision-making support, and online-lending automation.

    Categories in common with Zoot Enterprises:
    JT
    Customer service of the team management as well as the usability of their platform.
    #15
  29. Encompass360

    (18)3.9 out of 5
  30. Encompass360 is a way of managing loan origination process that dramatically improves the way your business functions.

    Categories in common with Zoot Enterprises:
    UF
    EllieMae is awesome at updating things in real time. The system works well.
    #16
  31. Junxure

    (16)3.7 out of 5
  32. Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.

    Categories in common with Zoot Enterprises:
    Malise H.
    MH
    Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us...Read more
    #17
  33. Wealthbox CRM

    (16)4.3 out of 5
  34. CRM for Financial Advisors

    Categories in common with Zoot Enterprises:
    UF
    Easy to enter client information. Like the ability to use with Laser Apps when we used that function. It is easy to track activity, events and emails. Reporting feature when used with Tags are...Read more
    #18
  35. TValue

    (15)4.8 out of 5
  36. Use TValue amortization software to structure loans, loan modifications, leases,troubled debt restructurings (TDRs), and to solve any time value of money calculations in seconds.

    Categories in common with Zoot Enterprises:
    UF
    Very flexible and invaluable amortization tool
    #19
  37. CRMNEXT

    (15)4.0 out of 5
    Optimized for quick response
  38. CRM and Customer service solutions.

    Categories in common with Zoot Enterprises:
    UF
    CRMnexte is a brilliant tool to help improve customer relationships, automate sales force, manage services and customers in a unique way. An aspect that I can say that what stands out about this...Read more
    #20
  39. LendingQB

    (13)3.6 out of 5
  40. LendingQB is a mortgage loan origination system that provides tools to develope workflow with configuration settings that provide you compliance, pricing and investor overlay, electronic documents, integration, and more.

    Categories in common with Zoot Enterprises:
    UB
    The overall experience is very good, aside from the issues using it sometimes. It gets the job done!