WindTerm

Slash response times for questionnaires, audits, and RFPs by up to 90%. OptiValue.ai automates the heavy lifting, freeing your team to focus on strategic priorities with intuitive tools for seamless review and validation.

Automate your best practices, processes, and standards to guide your proposal writers, sales teams, and subject experts. And don’t worry, it’s so easy to use they will use it. We would love the opportunity to help you quantify the impact your business can expect from investing in Expedience Software. Click here to request a Return on Investment (ROI) calculation. In this 15-minute session, we will ask 20 simple questions to assess and grade your current proposal quality and scalability. Manual proposal processes are likely costing you far more than you realize. These models waste time and kill the productivity of proposal writers, sales team members, senior staff, and subject experts.

From improving customer experience through seamless sign-on to making MFA as easy as a click of a button – your login box must find the right balance between user convenience, privacy and security.

Our 10x simpler screen sharing tool is designed for you if you spend your days on the phone with clients, and need to add a visual presentation to close sales. No more scheduling a follow-up meeting, or teaching them to use a complex tool. Send them a text message or email, and they see your screen in seconds.

The Centrex products include: CRM, loan origination, loan and advance servicing software, syndication management, white labeled mobile app, money manager, underwriting, Esign, and website smart app builder. The Centrex services include: fintech software consulting, admin retainer services, and managed data cloud.