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Mortgage Lead Management


What good are mortgage rates if you don’t have good conversion rates?


Make every prospect count by managing every lead from every referral source. While other lead management systems are stand-alone solutions, Mortech offers the only mortgage lead management system in the industry directly synced to a pricing engine – which lets you integrate your pricing and lead management strategies closer than ever before.

  • Outline your origination team’s daily workflow.lead_managmenet
  • Analyze your team’s performance and ensure efficiency.
  • Send real-time rates to prospects based on a rate threshold or on a daily, weekly, or monthly basis.
  • Custom, automated email marketing campaigns.
  • Distribute leads to loan officers based on loan criteria, time of day, branch, lead source, and more.

Simplify lead nurturing and convert your online leads to qualified leads with Mortech’s dynamic pipeline, with dynamic pipeline you can:

  • Get Prospect Details
  • Get Prospect Rates
  • Log Actions
  • Set Reminders
  • Measure Performance

Prioritize your leads based on lead source, status, and loan characteristics. Get connected to your new leads faster and stay on top of your existing leads. Advanced administrative reporting allows for comparing loan officer and lead source performance.

Mortech is proud to be SOC2® compliant


SOC 2® - SOC for Service Organizations: Trust Services Criteria
Report on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality or Privacy. These reports are intended to meet the needs of a broad range of users that need detailed information and assurance about the controls at a service organization relevant to security, availability, and processing integrity of the systems the service organization uses to process users’ data and the confidentiality and privacy of the information processed by these systems. These reports can play an important role in:

  • Oversight of the organization
  • Vendor management programs
  • Internal corporate governance and risk management processes
  • Regulatory oversight

Similar to a SOC 1 report, there are two types of reports: A type 2 report on management’s description of a service organization’s system and the suitability of the design and operating effectiveness of controls; and a type 1 report on management’s description of a service organization’s system and the suitability of the design of controls. Use of these reports are restricted.

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