Salesforce Financial Services Cloud
Redtail CRM
Simple
SmartOffice
DealCloud
Money Guide Pro
LearnVest
TAMARAC
Richie Lending
FunderHunt
Loan Sherpa
Marcus by Goldman Sachs
Student Loan Hero
LendingCrowd
LendingHome
fundpnb
Richie provides a website, a CRM, negotiates with lenders (we have 100+ on the platform), finds the best loan options, and does all paperwork for broker's clients. Loan brokers do what they love - sell and promote.
Loan brokers do what they love - sell and promote, make a commission, we take little percent from their commission.
Good for: - accountants, lawyers can have an extra gig - sales companies can become loan brokers in 1 day - existing brokers can move to all-online process - banks and lenders can use us for declined customers
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Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
FunderHunt - Easy small business loans with $0 broker fee
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Loan Sherpa - Prepare for your business loan, before going to the bank 💸
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Marcus by Goldman Sachs - Personal loans to help manage high-interest credit card debt