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The company`s flagship product, LoanPASS, is a modern data-driven product decisioning and pricing engine that is elegantly designed and easy to use. A SaaS-based solution that resides in the cloud, its open modern APIs allow seamless integrations with leading CRM, POS, and LOS providers, allowing for easy and cost-effective system-to-system connectivity. The LoanPASS solution empowers mortgage investors, independent mortgage bankers, banks, credit unions, and private lenders with unparalleled control over loan products, pricing, stipulations, and underwriting decision output. LoanPASS is unique among fintech solutions, as it is the only platform able to handle any lending product — from the most complex mortgage to consumer, personal, business, and commercial loans — making it an ideal solution to streamline lending processes within different vertical markets. In 2022, LoanPASS was recognized as one of Miami`s fastest-growing fintechs.
Clearpoint Credit Counseling Solutions is a Palmdale, CA-based company in the Financial Services sector.
Horizon Credit Union is a Otis Orchards, WA-based company in the Financial Services sector.
The premier multi-family office for the ultra-high net worth. We partner with families, entrepreneurs, institutions, and professional investors from around the world.
Institutional Risk Analytics a unit of Lord, Whalen is a Torrance, CA-based company in the Financial Services sector.