Dolphin offers an array of products for a complete end to end solution for Private Lenders.

Through the generation of reports, standard and customized, corporate growth is achieved through the system’s ability to analyze performance. Since all transactions are integrated to a General Ledger, accounting for your company for audited financials is maintained. We would be happy to schedule an appointment with you to review how each product can assist your operations with respect to data management efficiency and reducing administration time thereby increasing efficiency.

WHAT OUR CLIENTS ARE SAYING

“We very much enjoyed using your system and every now and then pause to be thankful for the amount of work I am saved every day – compared to of I was trying to perform my mortgage administration or accounting job using Simply Accounting or Quick Books! Horrors.”

Guy Pocock, Accountant, Cooper Pacific Mortgage Investment Corporation



MIC manager


  • Software built for MICs, specific for MICs

  • Fully Canadian Compliant for all provincial security commissions

  • Only MIC software with real time integrated accounting system-
    no need for double entry

  • Full share registry system

  • 88 methods of calculating interest


Learn more about MIC manager >



Canadian Loan Servicing | Private Lending Software
2017-06-13T17:43:03+00:00
MIC manager Software built for MICs, specific for MICs Fully Canadian Compliant for all provincial security commissions Only MIC software with real time integrated accounting system- no need for double entry Full share registry system 88 methods of calculating interest Learn more about MIC manager >


MIC
 underwriting


  • The first and only MIC underwriting system that fully integrates with a loan servicing software

  • Built specifically for Canadian Private lenders thus providing flexibility and customization for each unique lending environment

  • Introducing new fully customizable report writer

  • Fully customizable system for conditions and workflow

  • Provides the front end to the first and only end to end software solutions for MICs


Learn more about MIC underwriting>


MIC Underwriting

Canadian Loan Servicing | Private Lending Software
2017-06-13T18:18:34+00:00
MIC underwriting The first and only MIC underwriting system that fully integrates with a loan servicing software Built specifically for Canadian Private lenders thus providing flexibility and customization for each unique lending environment Introducing new fully customizable report writer Fully customizable system for conditions and workflow Provides the front end to the first and only end to end software solutions for MICs Learn more about MIC underwriting>


Share
 manager


  • Fully Compliant for all Provincial Security Regulations

  • Constantly updated to meet Canadian Trustee requirements including Global Certificate

  • All methods for submitting T5s as per Canada Revenue Agency

  • Able to manage multiple classes with multiple agent commission and multiple distributions

  • Integrates with all Canadian Banking institutions for direct Investor and Agent payments


Learn more about Share manager >


Share Manager

Canadian Loan Servicing | Private Lending Software
2017-06-14T04:02:06+00:00
Share manager Fully Compliant for all Provincial Security Regulations Constantly updated to meet Canadian Trustee requirements including Global Certificate All methods for submitting T5s as per Canada Revenue Agency Able to manage multiple classes with multiple agent commission and multiple distributions Integrates with all Canadian Banking institutions for direct Investor and Agent payments Learn more about Share manager >


Web
manager


  • Faster & more convenient – access account information anytime

  • 24/7 online access to statements and balances

  • CRM2 compliant

  • Allow your investors to update Know Your Client (KYC) requirements

  • Safer & more secure - no account data is sent over email and
    no paper statements sit in your mailbox


Learn more about Web manager >


Web Manager

Canadian Loan Servicing | Private Lending Software
2017-06-14T04:34:26+00:00
Web manager Faster & more convenient – access account information anytime 24/7 online access to statements and balances CRM2 compliant Allow your investors to update Know Your Client (KYC) requirements Safer & more secure - no account data is sent over email and no paper statements sit in your mailbox Learn more about Web manager >


Syndicate
 manager


  • Manages multiple administration fees with variable rates

  • Includes manual and automated distributions

  • Tailored for Mortgage Administrators and large syndicated lenders

  • Includes Invoicing procedures for calculations of variable payments


Learn more about Syndicate manager >


Syndicate Manager

Canadian Loan Servicing | Private Lending Software
2017-06-15T20:36:53+00:00
Syndicate manager Manages multiple administration fees with variable rates Includes manual and automated distributions Tailored for Mortgage Administrators and large syndicated lenders Includes Invoicing procedures for calculations of variable payments Learn more about Syndicate manager >


EMD manager


  • Solution for EMD Agents to manage Investors

  • Customizable KYC and KYP forms

  • Workflow system to maintain investor compliance

  • Online reporting for agents and investors

  • All Compliance reports including Investor Performance report and Confirmation of Transactions


Learn more about EMD manager >



Canadian Loan Servicing | Private Lending Software
2018-12-14T00:25:00+00:00
EMD manager Solution for EMD Agents to manage Investors Customizable KYC and KYP forms Workflow system to maintain investor compliance Online reporting for agents and investors All Compliance reports including Investor Performance report and Confirmation of Transactions Learn more about EMD manager >
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Canadian Loan Servicing | Private Lending Software

What our clients say

"Our team cannot imagine a life without Dolphin!"

Franca Mercuri

Premiere Home Mortgage Ltd.

Dolphin Enterprises
2017-05-05T02:33:04+00:00

Franca Mercuri

Premiere Home Mortgage Ltd.

"Our team cannot imagine a life without Dolphin!"
"Data conversion was much easier than expected and the Dolphin Ent. Staff were more than happy to answer any questions and provide assistance during this period."

Will Granleese M.B.A. Manager,

Business Development, Antrim Investments Ltd

Dolphin Enterprises
2017-05-05T02:41:49+00:00

Will Granleese M.B.A. Manager,

Business Development, Antrim Investments Ltd

"Data conversion was much easier than expected and the Dolphin Ent. Staff were more than happy to answer any questions and provide assistance during this period."
"We wouldn't have been nearly as successful last year without using the software."

Victoria, BC

Dolphin Enterprises
2017-08-23T20:48:35+00:00

Victoria, BC

"We wouldn't have been nearly as successful last year without using the software."
"Thankful for the amount of work I am saved every day - compared to using Quick Books! Horrors."

Cooper Pacific Mortgage Investment Corporation

Dolphin Enterprises
2017-08-23T22:45:20+00:00

Cooper Pacific Mortgage Investment Corporation

"Thankful for the amount of work I am saved every day - compared to using Quick Books! Horrors."
"Dolphin Ent. staff were more than happy to answer any questions and provide assistance and the software is easy to learn and use."

Toronto, ON

Dolphin Enterprises
2017-08-24T18:43:38+00:00

Toronto, ON

"Dolphin Ent. staff were more than happy to answer any questions and provide assistance and the software is easy to learn and use."
"Management reporting / portfolio analysis capabilities have been greatly improved with the help of custom reports. A recommended buy."

Antrim Investments Ltd.

Dolphin Enterprises
2017-08-24T18:45:31+00:00

Antrim Investments Ltd.

"Management reporting / portfolio analysis capabilities have been greatly improved with the help of custom reports. A recommended buy."
"The software definitely has increased productivity and efficiency and reduced the duplication of data."

Vancouver, BC

Dolphin Enterprises
2017-08-24T18:48:11+00:00

Vancouver, BC

"The software definitely has increased productivity and efficiency and reduced the duplication of data."
"It has given us greater capacity to manage our growing portfolio."

Paradigm Mortgage Corporation

Dolphin Enterprises
2017-08-24T18:48:58+00:00

Paradigm Mortgage Corporation

"It has given us greater capacity to manage our growing portfolio."
"Thank you,  you are absolutely the greatest tech support I have ever had the privilege to work with."

Calgary, AB

Dolphin Enterprises
2017-08-24T18:49:29+00:00

Calgary, AB

"Thank you,  you are absolutely the greatest tech support I have ever had the privilege to work with."
"Working with Dolphin Enterprises we have seen our operation become much more efficient; allowing time to focus on other tasks."

Vernon, BC

Dolphin Enterprises
2017-08-24T18:50:11+00:00

Vernon, BC

"Working with Dolphin Enterprises we have seen our operation become much more efficient; allowing time to focus on other tasks."
"We no longer have the need to use other programs to record & track information; Dolphin has the ability to do it all."

Kelowna, BC

Dolphin Enterprises
2017-08-24T18:50:43+00:00

Kelowna, BC

"We no longer have the need to use other programs to record & track information; Dolphin has the ability to do it all."

"Shannon and her team are always ready and willing to modify Dolphin in a manner that is specific to how our company operates."

Victoria, BC

Dolphin Enterprises
2017-08-24T18:51:45+00:00

Victoria, BC

"Shannon and her team are always ready and willing to modify Dolphin in a manner that is specific to how our company operates."
"It is refreshing to know that when you need a report to extract information from the database, Dolphin is just a phone call away!"

Premier Mortgage

Dolphin Enterprises
2017-08-24T18:52:11+00:00

Premier Mortgage

"It is refreshing to know that when you need a report to extract information from the database, Dolphin is just a phone call away!"
"Since conversion we have simplified our processes and have seen enormous savings in cost and time."

Langley, BC

Dolphin Enterprises
2017-08-24T18:52:38+00:00

Langley, BC

"Since conversion we have simplified our processes and have seen enormous savings in cost and time."
"Dolphin has always been able to provide the required reporting and/or customization on time and within the quote provided."

Edmonton, AB

Dolphin Enterprises
2017-08-24T18:53:07+00:00

Edmonton, AB

"Dolphin has always been able to provide the required reporting and/or customization on time and within the quote provided."
"You have been wonderful and we love Dolphin."

Markham, ON

Dolphin Enterprises
2017-08-24T18:56:48+00:00

Markham, ON

"You have been wonderful and we love Dolphin."
"The best feature of the Dolphin database are the Quarter End Dividend calculations, complete with Client Investment Statements."

Toronto, ON

Dolphin Enterprises
2017-08-24T18:57:23+00:00

Toronto, ON

"The best feature of the Dolphin database are the Quarter End Dividend calculations, complete with Client Investment Statements."
"The software beats lengthy Access processing and formula/manual calculations."

Richmond Hill, ON

Dolphin Enterprises
2017-08-24T18:58:04+00:00

Richmond Hill, ON

"The software beats lengthy Access processing and formula/manual calculations."
"Not only did we get the finest MIC database product on the market today, we also received the best training through Go-to-Meeting sessions."

Markham, ON

Dolphin Enterprises
2017-08-24T18:58:28+00:00

Markham, ON

"Not only did we get the finest MIC database product on the market today, we also received the best training through Go-to-Meeting sessions."
"Thank you Dolphin for your expertise and friendly delivery."

Hamilton, ON

Dolphin Enterprises
2017-08-24T18:59:03+00:00

Hamilton, ON

"Thank you Dolphin for your expertise and friendly delivery."
"We are very happy with Dolphin’s product, which speeds up our Office investment processing in all aspects of our  business."

Salmon Arm, BC

Dolphin Enterprises
2017-08-24T18:59:58+00:00

Salmon Arm, BC

"We are very happy with Dolphin’s product, which speeds up our Office investment processing in all aspects of our  business."
'Our Company has been very pleased with the MIC Manager for administering our investor mortgage portfolio."

Vancouver, BC

Dolphin Enterprises
2017-08-24T19:01:20+00:00

Vancouver, BC

'Our Company has been very pleased with the MIC Manager for administering our investor mortgage portfolio."
"Since choosing MIC Manager in 2009 it has provided our private lending business with a more efficient and accurate system for day to day administration of an investor owned mortgage portfolio."

Surrey, BC

Dolphin Enterprises
2017-08-24T19:01:51+00:00

Surrey, BC

"Since choosing MIC Manager in 2009 it has provided our private lending business with a more efficient and accurate system for day to day administration of an investor owned mortgage portfolio."
"From the solitary investor to a portfolio of syndicated mortgages this software has greatly enhanced our ability to provide excellent and timely service to our clients."

Vancouver, BC

Dolphin Enterprises
2017-08-24T19:02:14+00:00

Vancouver, BC

"From the solitary investor to a portfolio of syndicated mortgages this software has greatly enhanced our ability to provide excellent and timely service to our clients."
"As our business grows we look forward to our continuing relationship with Dolphin Enterprises and their ability to meet our changing business needs."

Toronto, ON

Dolphin Enterprises
2017-08-24T19:02:37+00:00

Toronto, ON

"As our business grows we look forward to our continuing relationship with Dolphin Enterprises and their ability to meet our changing business needs."
"Thank you Dolphin! It is always wonderful working with you and your team.  First year end has gone off without a hitch!"

Ottawa, ON

Dolphin Enterprises
2017-08-24T19:03:09+00:00

Ottawa, ON

"Thank you Dolphin! It is always wonderful working with you and your team.  First year end has gone off without a hitch!"
"Thank you very much for resolving this quickly for us. We really appreciate the great customer service that we always receive from Dolphin"
'You guys rock!'

Risha Cooke/ VP/Riverrock MIC

Dolphin Enterprises
2018-01-11T04:36:47+00:00

Risha Cooke/ VP/Riverrock MIC

"Thank you very much for resolving this quickly for us. We really appreciate the great customer service that we always receive from Dolphin" 'You guys rock!'
“I’d heard about Dolphin’s software, but can honestly say, your reputation proceeds you. It really is an amazingly robust system.”

Kelowna, BC

Dolphin Enterprises
2018-07-31T23:27:29+00:00

Kelowna, BC

“I’d heard about Dolphin’s software, but can honestly say, your reputation proceeds you. It really is an amazingly robust system.”
"Thank you so much for making this a priority at your end. We couldn’t do this without you and your team’s help!"

CFO , Coopers Financial

Dolphin Enterprises
2019-02-02T00:14:06+00:00

CFO , Coopers Financial

"Thank you so much for making this a priority at your end. We couldn’t do this without you and your team’s help!"
"Thanks for your superior and reliable product, and excellent service!."

Amber Financial Services Corporation
Dolphin Enterprises
2020-05-05T19:17:11+00:00
Amber Financial Services Corporation
"Thanks for your superior and reliable product, and excellent service!."
"“The product really is very well polished, and it truly is a gift to a small team in the start up cycle to have this as plug and play- it is a godsend to not have to stand up an Access database and then try and punch out reports, or data mine"

North York, ON

Dolphin Enterprises
2020-05-05T19:17:43+00:00

North York, ON

"“The product really is very well polished, and it truly is a gift to a small team in the start up cycle to have this as plug and play- it is a godsend to not have to stand up an Access database and then try and punch out reports, or data mine"
"Having worked in systems development and delivery for many years, I have been nothing but impressed with the Dolphin product and team. They have a remarkable, and versatile product, that speaks to their subject matter prowess and industry insight. Finding a niche, full cycle, box ready and polished product relieved a huge burden in our development path."

D. Mawhinney

Dolphin Enterprises
2020-05-05T19:19:26+00:00

D. Mawhinney

"Having worked in systems development and delivery for many years, I have been nothing but impressed with the Dolphin product and team. They have a remarkable, and versatile product, that speaks to their subject matter prowess and industry insight. Finding a niche, full cycle, box ready and polished product relieved a huge burden in our development path."
"Thanks again for checking in, it's always great to hear from you, and it's time like this that reinforce that our move to Dolphin was a great one!"

Financial Key Mortgage Corporation

Dolphin Enterprises
2020-05-05T19:22:35+00:00

Financial Key Mortgage Corporation

"Thanks again for checking in, it's always great to hear from you, and it's time like this that reinforce that our move to Dolphin was a great one!"
"Thanks for the awesome pictorial instructions, that was very helpful!"

DX Financial

Dolphin Enterprises
2020-05-05T19:24:52+00:00

DX Financial

"Thanks for the awesome pictorial instructions, that was very helpful!"
"Just for starters I'd like to say that Dolphin software is excellent and we are enjoying using it. It is working well."

Don McAskin, Realty Executives Of Simcoe Inc. Brokerage

Dolphin Enterprises
2020-05-19T19:48:39+00:00

Don McAskin, Realty Executives Of Simcoe Inc. Brokerage

"Just for starters I'd like to say that Dolphin software is excellent and we are enjoying using it. It is working well."
"“Thanks for your superior and reliable product, and excellent service!"

Vancouver, BC

Dolphin Enterprises
2020-05-26T17:24:33+00:00

Vancouver, BC

"“Thanks for your superior and reliable product, and excellent service!"
"“Thanks for the update Shannon. Appreciate the timely info and Dolphin team’s hard work."

Harry Singh, President & CEO Indigoblue Group of Companies

Dolphin Enterprises
2020-05-26T18:16:23+00:00

Harry Singh, President & CEO Indigoblue Group of Companies

"“Thanks for the update Shannon. Appreciate the timely info and Dolphin team’s hard work."
"Since choosing MIC Manager in 2009 it has provided Peoples Trust with a more efficient and accurate system for day to day administration of an investor owned mortgage portfolio. From the solitary investor to a portfolio of syndicated mortgage this software has greatly enhanced our ability to provide excellent and timely service to our clients."

Peoples Trust

Dolphin Enterprises
2020-06-01T22:53:55+00:00

Peoples Trust

"Since choosing MIC Manager in 2009 it has provided Peoples Trust with a more efficient and accurate system for day to day administration of an investor owned mortgage portfolio. From the solitary investor to a portfolio of syndicated mortgage this software has greatly enhanced our ability to provide excellent and timely service to our clients."
"The Dolphin team has also been very efficient and easy to work with when we have required enhancements to system reporting such as the Investor Trial Loan Balance, Investor Remittance report and Monthly Client Interest Billing. The enhancements required allows to provide our clients with more detailed information on a monthly basis."

Calgary, AB

Dolphin Enterprises
2020-06-01T22:56:30+00:00

Calgary, AB

"The Dolphin team has also been very efficient and easy to work with when we have required enhancements to system reporting such as the Investor Trial Loan Balance, Investor Remittance report and Monthly Client Interest Billing. The enhancements required allows to provide our clients with more detailed information on a monthly basis."
"As our business grows we look forward to our continuing relationship with Dolphin Enterprises and their ability to meet our changing business needs."

Vancouver, BC

Dolphin Enterprises
2020-06-01T22:57:13+00:00

Vancouver, BC

"As our business grows we look forward to our continuing relationship with Dolphin Enterprises and their ability to meet our changing business needs."
"In 2007 we converted the administration of our MIC to Dolphin Enterprises Ltd to fully automate our systems. Since conversion we have simplified our processes and have seen enormous savings in cost and time. During the conversion Dolphin was able to take our data from our manual systems and transfer most of it to the system. We completed an audit once all data was converted and required very few adjustments.

We use Dolphin exclusively for all of our administration; including all year end transactions and reporting."

Hamilton, ON

Dolphin Enterprises
2020-06-01T22:59:04+00:00

Hamilton, ON

"In 2007 we converted the administration of our MIC to Dolphin Enterprises Ltd to fully automate our systems. Since conversion we have simplified our processes and have seen enormous savings in cost and time. During the conversion Dolphin was able to take our data from our manual systems and transfer most of it to the system. We completed an audit once all data was converted and required very few adjustments. We use Dolphin exclusively for all of our administration; including all year end transactions and reporting."
"At year end we are able to produce all general ledger items as required by our accountants; the comfort we have is that if Dolphin does not have a specific report one can be produced very quickly!

Shannon and her team are very accommodating to assist our company in preparing all types of internal reports that we require to analyze our data. Dolphin has always been able to provide the required reporting and/or customization on time and within the quote provided."

Kelowna, BC

Dolphin Enterprises
2020-06-01T23:00:16+00:00

Kelowna, BC

"At year end we are able to produce all general ledger items as required by our accountants; the comfort we have is that if Dolphin does not have a specific report one can be produced very quickly! Shannon and her team are very accommodating to assist our company in preparing all types of internal reports that we require to analyze our data. Dolphin has always been able to provide the required reporting and/or customization on time and within the quote provided."
"On behalf of the entire team, thanks as always Dolphin Team. You do a wonderful job in training and we greatly appreciate it."

Sanjay Ramwani, Indigo Blue

Dolphin Enterprises
2020-06-02T18:35:33+00:00

Sanjay Ramwani, Indigo Blue

"On behalf of the entire team, thanks as always Dolphin Team. You do a wonderful job in training and we greatly appreciate it."
"Dolphin’s lending platform allows us to effectively manage our portfolio of mortgages and MIC shareholders with confidence. Their ingenuity for advancing the software allows them to offer the best product for their clients. The team at Dolphin is supportive and creative and we look forward to our continued use of their program."

Classic Mortgage Corporation

Dolphin Enterprises
2020-08-28T22:47:21+00:00

Classic Mortgage Corporation

"Dolphin’s lending platform allows us to effectively manage our portfolio of mortgages and MIC shareholders with confidence. Their ingenuity for advancing the software allows them to offer the best product for their clients. The team at Dolphin is supportive and creative and we look forward to our continued use of their program."
"We very much enjoyed using your system and every now and then pause to be thankful for the amount of work I am saved every day - compared to of I was trying to perform my mortgage administration or accounting job using Simply Accounting or Quick Books! Horrors."

Guy Pocock, Accountant, Cooper Pacific Mortgage Investment Corporation

Dolphin Enterprises
2020-09-01T19:44:28+00:00

Guy Pocock, Accountant, Cooper Pacific Mortgage Investment Corporation

"We very much enjoyed using your system and every now and then pause to be thankful for the amount of work I am saved every day - compared to of I was trying to perform my mortgage administration or accounting job using Simply Accounting or Quick Books! Horrors."
"Automated generation of payment batches and dividend batches has saved repetitive manual entry and reduced the likelihood of errors."

Vancouver, BC

Dolphin Enterprises
2020-09-01T19:47:43+00:00

Vancouver, BC

"Automated generation of payment batches and dividend batches has saved repetitive manual entry and reduced the likelihood of errors."
"Support staff is knowledgeable and helpful and turnaround time has been timely."

Surrey,  BC

Dolphin Enterprises
2020-09-01T19:49:15+00:00

Surrey,  BC

"Support staff is knowledgeable and helpful and turnaround time has been timely."
"The greatest strength of the software is the consolidation of information for mortgages and investors all in one easy to use package. The software is straightforward to use and system training of staff is minimal."

Kelowna, BC

Dolphin Enterprises
2020-09-01T19:50:11+00:00

Kelowna, BC

"The greatest strength of the software is the consolidation of information for mortgages and investors all in one easy to use package. The software is straightforward to use and system training of staff is minimal."
"The software definitely has increased productivity and efficiency and reduced the duplication of data. It has given us greater capacity to manage our growing portfolio."

Ottawa, ON

Dolphin Enterprises
2020-09-01T19:51:06+00:00

Ottawa, ON

"The software definitely has increased productivity and efficiency and reduced the duplication of data. It has given us greater capacity to manage our growing portfolio."
"Yeah! Many thanks Dolphin! Hope you folk have a lovely, profitable and successful 2009"

Montreal, PQ

Dolphin Enterprises
2020-09-01T19:56:40+00:00

Montreal, PQ

"Yeah! Many thanks Dolphin! Hope you folk have a lovely, profitable and successful 2009"
"Automated generation of payment batches and dividend batches has saved repetitive manual entry and reduced the likelihood of errors."

Halifax, NS

Dolphin Enterprises
2020-09-08T21:36:09+00:00

Halifax, NS

"Automated generation of payment batches and dividend batches has saved repetitive manual entry and reduced the likelihood of errors."
"The greatest strength of the software is the consolidation of information for mortgages and investors all in one easy to use package. The software is straightforward to use and system training of staff is minimal."

Winnipeg, MB

Dolphin Enterprises
2020-09-08T21:37:41+00:00

Winnipeg, MB

"The greatest strength of the software is the consolidation of information for mortgages and investors all in one easy to use package. The software is straightforward to use and system training of staff is minimal."
"Support staff is knowledgeable and helpful and turnaround time has been timely."

Calgary, AB

Dolphin Enterprises
2020-09-08T21:40:48+00:00

Calgary, AB

"Support staff is knowledgeable and helpful and turnaround time has been timely."
"The software definitely has increased productivity and efficiency and reduced the duplication of data. It has given us greater capacity to manage our growing portfolio".

Nanaimo, BC

Dolphin Enterprises
2020-09-08T21:41:49+00:00

Nanaimo, BC

"The software definitely has increased productivity and efficiency and reduced the duplication of data. It has given us greater capacity to manage our growing portfolio".
We have been working with Dolphin Enterprises since 2007. Since then we have seen our operation become much more efficient; allowing time to focus on other tasks. We no longer have the need to use other programs to record & track information; Dolphin has the ability to do it all.

Toronto, ON

Dolphin Enterprises
2020-09-08T21:42:57+00:00

Toronto, ON

We have been working with Dolphin Enterprises since 2007. Since then we have seen our operation become much more efficient; allowing time to focus on other tasks. We no longer have the need to use other programs to record & track information; Dolphin has the ability to do it all.
Automated generation of payment batches and dividend batches has saved repetitive manual entry and reduced the likelihood of errors.

Toronto, ON

Dolphin Enterprises
2020-09-08T21:45:04+00:00

Toronto, ON

Automated generation of payment batches and dividend batches has saved repetitive manual entry and reduced the likelihood of errors.
Support staff is knowledgeable and helpful and turnaround time has been timely.

Abbotsford, BC

Dolphin Enterprises
2020-09-08T21:48:05+00:00

Abbotsford, BC

Support staff is knowledgeable and helpful and turnaround time has been timely.
The greatest strength of the software is the consolidation of information for mortgages and investors all in one easy to use package. The software is straightforward to use and system training of staff is minimal.

Kelowna, BC

Dolphin Enterprises
2020-09-08T21:49:29+00:00

Kelowna, BC

The greatest strength of the software is the consolidation of information for mortgages and investors all in one easy to use package. The software is straightforward to use and system training of staff is minimal.
"The software definitely has increased productivity and efficiency and reduced the duplication of data. It has given us greater capacity to manage our growing portfolio."

Red Deer, AB

Dolphin Enterprises
2020-09-08T21:51:39+00:00

Red Deer, AB

"The software definitely has increased productivity and efficiency and reduced the duplication of data. It has given us greater capacity to manage our growing portfolio."
"For investor administration, we record all share transactions, client data and all year end reporting, including dividend payments. What used to be several steps with a manual system has now been reduced to one or two steps. Dolphin has enabled our operation to be much more efficient and streamlined."

Hamilton, ON

Dolphin Enterprises
2020-09-08T21:53:40+00:00

Hamilton, ON

"For investor administration, we record all share transactions, client data and all year end reporting, including dividend payments. What used to be several steps with a manual system has now been reduced to one or two steps. Dolphin has enabled our operation to be much more efficient and streamlined."
"At year end we are able to produce all general ledger items as required by our accountants; the comfort we have is that if Dolphin does not have a specific report one can be produced very quickly!"

Mississauga , ON

Dolphin Enterprises
2020-09-08T21:55:57+00:00

Mississauga , ON

"At year end we are able to produce all general ledger items as required by our accountants; the comfort we have is that if Dolphin does not have a specific report one can be produced very quickly!"
"Shannon and her team are very accommodating to assist our company in preparing all types of internal reports that we require to analyze our data. Dolphin has always been able to provide the required reporting and/or customization on time and within the quote provided."

Saskatoon, SK

Dolphin Enterprises
2020-09-08T21:59:07+00:00

Saskatoon, SK

"Shannon and her team are very accommodating to assist our company in preparing all types of internal reports that we require to analyze our data. Dolphin has always been able to provide the required reporting and/or customization on time and within the quote provided."
"We cannot imagine our operation without Dolphin and we believe that Dolphin has very few limitations and can grow and change as does our company."

Toronto, ON

Dolphin Enterprises
2020-09-08T22:01:44+00:00

Toronto, ON

"We cannot imagine our operation without Dolphin and we believe that Dolphin has very few limitations and can grow and change as does our company."
"The best feature of the Dolphin database are the Quarter End Dividend calculations, complete with Client Investment Statements. These include a Per Year Summary of Client Profits, plus per Quarter Dividend payment summary. It beats lengthy Access processing and formula/manual calculations."

Vancouver, BC

Dolphin Enterprises
2020-09-08T22:04:16+00:00

Vancouver, BC

"The best feature of the Dolphin database are the Quarter End Dividend calculations, complete with Client Investment Statements. These include a Per Year Summary of Client Profits, plus per Quarter Dividend payment summary. It beats lengthy Access processing and formula/manual calculations."
"Not only did we get the finest MIC database product on the market today, we also received the best training through Go-to-Meeting- sessions from Shannon Dolphin and Joanna Flores. Shannon is a skilled and thorough trainer, and Joanna responded immediately with adjusting programming syntax to ACIC’s needs as we went along, piece by piece."

Edmonton, AB

Dolphin Enterprises
2020-09-08T22:05:40+00:00

Edmonton, AB

"Not only did we get the finest MIC database product on the market today, we also received the best training through Go-to-Meeting- sessions from Shannon Dolphin and Joanna Flores. Shannon is a skilled and thorough trainer, and Joanna responded immediately with adjusting programming syntax to ACIC’s needs as we went along, piece by piece."
"Thank you Shannon and Joanna for your expertise and friendly delivery."

Burnaby, BC

Dolphin Enterprises
2020-09-08T22:07:27+00:00

Burnaby, BC

"Thank you Shannon and Joanna for your expertise and friendly delivery."
"We are very happy with Dolphin’s product, which speeds up our Office investment processing in all aspects of ACIC’s business. Even our client Dividend cheques, EFT (Electronic Fund Transfers) and Investment Redemption cheques are processed through Dolphin database."

Salmon Arm, BC

Dolphin Enterprises
2020-09-08T22:08:39+00:00

Salmon Arm, BC

"We are very happy with Dolphin’s product, which speeds up our Office investment processing in all aspects of ACIC’s business. Even our client Dividend cheques, EFT (Electronic Fund Transfers) and Investment Redemption cheques are processed through Dolphin database."
"Thank you Shannon! It is always wonderful working with you and your team. First year end with our MIC has gone off without a hitch!"

Calgary, AB

Dolphin Enterprises
2020-09-08T22:09:58+00:00

Calgary, AB

"Thank you Shannon! It is always wonderful working with you and your team. First year end with our MIC has gone off without a hitch!"
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Dolphin Enterprises

Contact Us

609-850 West Hastings Street, Vancouver, BC V6C 1E1 • Office (604) 685-6721
For inquiries, contact Shannon Dolphin: [email protected]

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Contact

609-850 West Hastings Street
Vancouver, BC
V6C 1E1
(604) 685-6721
[email protected]