Blend vs. Novo Platform

I have not experienced any other system that can do what Blend does as easily as Blend. It's very well suited for the mortgage industry and its ability to communicate with Encompass. I don't think it would be a great CRM tool for a company that doesn't need multiple touch points to a client, for instance, if you simply need a name, phone number, and email address Blend would be overkill. Blend is designed specifically to capture a lot of specific details about a client's financial position.

Incentivized

Novo is really good for my money checking account, it's integrated with Shopify, and there are no monthly fees and no minimum balance requirement. Unfortunately, it's not possible to deposit cash and send wires.

Incentivized

• Easy to use
• Transfers between Blend to Encompass easily
• Runs employment verification

Incentivized

• No monthly fees
• Integration with other solutions
• No minimum balance requirement.

Incentivized

• Adding non occupant co-borrowers can be challenging
• I wish we could mirror the client's screen in real-time so we can see where they are in the application
• The user side can be a little challenging, some fields are required to be filled out even though they are not important to the application

Incentivized

Novo platform has no monthly fees, no minimum balance requirements, no transaction fees, and no incoming wire fees. It's online and it's possible to integrate easily with other solutions.

Incentivized

• Blend allows me to manage my pipeline easily without having to resort to Excel
• Captures things like birthdays allowing me to have a reason to call clients
• Clients love that it's a secure portal, no more replying to emails with sensitive documents

Incentivized