Mortech Blog

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Melody Vaccaro

Recent Posts

Tuesday Training Tips - March 31st, 2015

Posted by Melody Vaccaro on Mar 31, 2015 1:00:00 PM

Marksman supports live pricing quotes from UG. Administrators can setup live and GFE ready quotes by configuring UG Live in their customer account settings.

 

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Tuesday Training Tips - March 24th, 2015

Posted by Melody Vaccaro on Mar 24, 2015 1:00:00 PM

Is your best execution results fairly comparing investors? Be sure to include cost of business fees as adjustments to price. This way, you’ll realize your full margins and investors with lower costs will be viewed more favorably in best ex results.

 

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Tuesday Training Tips - March 17th, 2015

Posted by Melody Vaccaro on Mar 17, 2015 1:00:00 PM

Have you scheduled time with your account manager to make sure Marksman is working towards your strategic annual goals? We can help you meet your 2015 goals and train your staff so you’re ready for spring borrowers.

 

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Tuesday Training Tips - March 10th, 2015

Posted by Melody Vaccaro on Mar 10, 2015 1:00:00 PM

Use your message center in Marksman as a priority queue. See ratetracker results, new prospects, and lock notifications. As always, start at the top, and work your way down the list. Waiting for an investor to post pricing? Check your message center for Mortech updates about that too!

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Tuesday Training Tips - March 3rd, 2015

Posted by Melody Vaccaro on Mar 3, 2015 1:38:00 PM

Borrowers find their loan officer from many sources. Loan officers may have realtors, financial planners, and other community partners that send them referrals. For better tracking, Mortech can customize the available lead source options in Marksman. Best part – It’s a free service that we provide to Mortech lenders.

 

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Tuesday Training Tips - December 9th, 2014

Posted by Melody Vaccaro on Dec 9, 2014 1:00:00 PM

Lenders using Marksman Secondary automatically receive a free compliance worksheet with every lock, which can be kept for record keeping purposes.

 

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Tuesday Training Tips - December 2nd, 2014

Posted by Melody Vaccaro on Dec 2, 2014 1:00:00 PM

Love best execution pricing in Marksman but miss the ratesheet format? Utilize the feature Compare Investor Pricing Matrix. It’s located on the left-hand side of the rates page. Compare all-in pricing for rates and side by side with up to 5 investors:

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