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OnlineApplication description
OnlineApplication is a software platform designed for mortgage and insurance brokers. It simplifies and streamlines processes like client onboarding, loan origination, and document management. The platform offers CRM capabilities to manage client interactions and automate communication. OnlineApplication integrates with major lenders in Ireland, enabling brokers to process applications, receive updates, and track progress efficiently. With a focus on automation and efficiency, OnlineApplication helps brokers handle more clients and close deals faster.
Who is OnlineApplication best for
OnlineApplication streamlines client onboarding, loan origination, and document management for mortgage and insurance brokers. Users praise its user-friendly interface, efficient progress tracking, and automated communication tools. However, some users mention limitations in document upload capabilities and CRM functionality. It simplifies processes, reduces paperwork, and helps brokers handle more clients with its focus on automation and efficiency.
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Best for small businesses.
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Ideal for mortgage and insurance brokers.
OnlineApplication features
| Supported The platform offers CRM capabilities to manage client interactions, track communication, and automate follow-ups. |
| Supported OnlineApplication streamlines client onboarding with automated reminders, document management, and personalized communication. |
| Supported The platform integrates with major lenders in Ireland for seamless application processing, updates, and progress tracking. |
| Supported OnlineApplication automates tasks like data entry, document management, and client communication. |
| Supported The platform streamlines the mortgage process from application to approval, covering loan origination. |
| Supported OnlineApplication offers document management capabilities for efficient organization and storage. |
OnlineApplication reviews
We've summarised 27 OnlineApplication reviews (OnlineApplication G2 reviews) and summarised the main points below.
- User-friendly interface for both clients and brokers.
- Streamlined document management, including merging and removing pages.
- Efficient progress tracking with clear visualization.
- Reduces paperwork and manual processes, supporting sustainability.
- Automated communication and client management tools.
- Limited document upload capabilities within DocuSign integration.
- Lacks full CRM functionality, requiring use of separate CRM tools.
- Limited lender platform connectivity, hindering straight-through processing.
- No integration with other financial planning propositions.
OnlineApplication alternatives
JumpCloudBetter for mid-size companies. More industry fit, especially in IT. Has more momentum. Offers features like cloud directory sync, cross-device management, and Active Directory integration. Users love robust security and customer support. However, some dislike occasional performance issues and limited customization.Read more
nCino's Mortgage SuiteBetter for larger financial institutions and offers more features like online applications, mobile apps, and API access. Note that some users mention reduced customization and occasional performance issues.Read more
IT GlueBetter fit for IT professionals. Caters to a wider range of company sizes. More suitable for the software and IT industry.Read more
Salesforce PlatformBetter fit for larger enterprises and the IT & Telecom industry. Offers more extensive features like Data Cloud, Einstein AI, and Agentforce. Has significantly more momentum. Users appreciate its automation and integration capabilities. However, some users find the pricing unfavorable.Read more
ComplyCubeBetter for enterprise businesses needing KYC/AML compliance. Serves a wider range of company sizes and has stronger momentum. Higher rated OnlineApplication alternative.Read more
RipplingBetter fit for larger companies needing comprehensive HR, IT, and finance management. Broader industry applicability. Rippling has more momentum currently.Read more
OnlineApplication FAQ
What is OnlineApplication and what does OnlineApplication do?
OnlineApplication helps mortgage and insurance brokers in Ireland streamline client onboarding, loan origination, and document management. It offers CRM features, automates communication, and integrates with major lenders, enabling efficient application processing and progress tracking. This boosts efficiency and helps brokers manage more clients.
How does OnlineApplication integrate with other tools?
OnlineApplication integrates with major lenders in Ireland, facilitating streamlined application processing and progress tracking. However, it lacks integration with other financial planning tools and has limited connectivity with other lender platforms, hindering straight-through processing. It also requires the use of separate CRM tools due to limited CRM functionality within the platform.
What the main competitors of OnlineApplication?
Alternatives to OnlineApplication for mortgage and insurance brokers include nCino's Mortgage Suite, which offers comprehensive mortgage process automation, and Salesforce Platform, enabling custom business application development for client relationship management.
Is OnlineApplication legit?
OnlineApplication appears legitimate based on generally positive user reviews. Users praise its user-friendly interface, streamlined document management, and efficient progress tracking. However, some users note limitations with its CRM functionality and lender connectivity. A 4.7/5 rating from 27 reviews on G2 suggests it is safe and reliable for its target users.
How much does OnlineApplication cost?
I couldn't find pricing details for OnlineApplication. For the most current pricing information, I recommend visiting the vendor's website or contacting their sales team.
Is OnlineApplication customer service good?
OnlineApplication's customer service receives positive feedback. Users describe the team as "easily available," "great to deal with," "very helpful," "very informative," and "accommodating and friendly." They appreciate the team's responsiveness to issues and willingness to implement changes.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.