Recommended Tech Stack
Posted by Rachel Green
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3 hours ago
Looking to upgrade our tech stack for 2024 and would love to hear what tools everyone is using. Particularly interested in:
- CRM systems that integrate well with lender portals
- Document collection and storage solutions
- Client communication/portal tools
- Compliance and case management software
Also curious about how you're handling the integration between different tools.
Alex Turner
2 hours ago
Here's our current setup that's working well:
- Etty.ai for core mortgage processing and client management
- DocuSign for e-signatures
- Microsoft 365 for team collaboration
- Calendly for appointment scheduling
The key is finding tools that integrate well together. We've found that minimizing the number of separate systems helps with efficiency.