Audience

Mortgage companies, banks, credit unions, mortgage brokers, and lending teams, including loan officers and mortgage sales, marketing, and operations teams.

About CANDID

CANDID is a mortgage CRM and lending workflow platform for mortgage lenders and loan officers. The web-based system brings borrower and referral-partner relationship management together with loan pipelines, task and communication workflows, and reporting. Teams can track prospects and applications, coordinate follow-up, and manage the borrower journey from initial inquiry through closing. CANDID also provides automation and AI-assisted tools for lead engagement and operational work, with integrations to mortgage loan-origination systems including Encompass, LendingPad, ARIVE, and Nano. The platform is intended for independent mortgage banks, mortgage brokers, credit unions, and other lending teams seeking to manage sales and borrower relationships alongside their lending workflows.

Integrations

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Company Information

CANDID APP
Founded: 2020
United States
candid.inc/

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Product Details

Platforms Supported
Cloud

CANDID Frequently Asked Questions

Q: What kinds of users and organization types does CANDID work with?
CANDID works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does CANDID support in their product?
CANDID supports these languages: English.
Q: What other applications or services does CANDID integrate with?
CANDID integrates with: ARIVE, Encompass, and LendingPad.

CANDID Product Features

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported

CANDID Additional Categories