3 Must-Ask Questions Before Investing in a Mortgage Software


When it comes to mortgage businesses, managing multiple tasks at once can be overwhelming. That’s why choosing the right software that streamlines workflow and boosts productivity is crucial. When looking for a software that’s going to increase your overall mortgage volume, here are three important questions to ask. 

Does this software solve one issue or multiple roadblocks?

These days, there’s software for everything. Entire tech companies are built on a solution to one crucial element of business, like online reputation management, email marketing or data analysis. But businesses, especially in the mortgage world, are multifaceted and complex. This means your chosen software should improve as many areas of your workflow as possible.

With CANDID, you don’t have to worry about using different software for different tasks. Our software serves the entire mortgage process end-to-end, providing solutions for front-end, back-end, and post-closing communication, workflow, marketing and more. Our team of industry experts has fine-tuned the software to optimize productivity and conversion at every stage, eliminating the need for multiple accounts, contracts, and applications. CANDID is also specially integrated with other lending software programs like LendingPad and Encompass, allowing for seamless collaboration.

Does this software grow my business or just store it?

Plenty of software provides the ability to save and store data securely in the cloud, letting you upload and download as long as you have an internet connection.

CANDID doesn’t just store your data; it helps you engage and re-engage with your clients through custom communications. Our software continually optimizes communications to keep your team in front of referral partners and clients. We’re all about increasing your chances of conversion and repeat business. With CANDID, you can say goodbye to missed opportunities and hello to a robust pipeline.

Will this software provide a good user experience for me and my team?

A survey by SuperOffice found that 86% of prospects cited user-friendliness as their most important factor for choosing a new system. Your mortgage software could have a million different functions but they’ll all be useless if the interface is confusing and impossible to navigate. 

At CANDID, we understand that a user-friendly interface is just as important as having powerful software. That’s why our software is designed to be easy and enjoyable to use. Plus, we offer an onboarding process that’s geared towards making the user an expert in the program from the get-go. Our team is always on hand to explain new features, create tutorials, and fix any issues, ensuring your business is always running at 100%.

CANDID is the one-stop-shop solution for all your mortgage software needs. From workflow optimization to growing volume and scale, our software is designed to make your business run seamlessly. Plus, with our user-friendly interface and top-notch support, you can be sure that your team will be using the software to its fullest potential. 

Schedule a demo today and see how CANDID can help your business grow.