consumer control.
LedgerBox. Part Mortgage Portal, all ewallet.
mortgage fintech. created by and for mortgage professionals.
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Introducing LedgerBox TM
LedgerBox TM utilizes integration to gather, organize, and analyze consumer financial data for financial services. A data rich, high value 'Consumer Driven Leads' (CDL) mortgage marketplace that aggregates and replaces legacy subscription services and simplifies consumer fulfillment and communication, reducing time and expense. Features
Integrates financial data from 16,000 (+-) institutions for user access and interaction. Access includes banking, wealth management, bill pay, money movement, analytics, credit , real estate and more. Auto and manual archived storage for financial statements and other documents with simple key word search and aggregation metrics. Mortgage marketplace for 'Consumer Driven Leads' CDL lead generation, fulfillment and workflow tools integrated into a single application. |
Competitive Advantages
Deep understanding of the mortgage market from a sales, compliance, operations, fulfillment and workflow perspective gained from decades of senior management experience in private, public and banking companies. Designed, developed, deployed and versioned successful mortgage technology solutions. Access to industry relationships to build adopters, both enterprise and consumer. Unique bulk user acquisition and on-boarding strategy. Experienced tech team to complete development, deployment and versioning under a build, support and maintenance agreement. Multiple successful startups.
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Source, Incubate, Engage, Retain, Tools, Insights, Reporting,
Communication, Integration, Simplicity.
Communication, Integration, Simplicity.
