Secondary Tier

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Streamline your entire loan process, together with Secondary. From initial pricing to locked loan, Secondary will never stop working to automate your day-to-day workflow.

 

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Secondary Desk Tools

Streamline your entire lock process and increase internal communication between your loan officers and secondary desk with tools such as:

  • Lock Pipeline Management
  • Historical Pricing
  • Hedging Integrations
  • Custom Reporting
  • LOS Integrations

Product Eligibility and Pricing

Instantly price loans and find customers the right rate and product type based on base price SRP, LLPAs, and profit margin. Additionally, benefit from built-in, automated investor eligibility through integrated investor guidelines and bulletins.

Automated Borrower Management Tools

Manage every borrower side-by-side throughout the loan process.

  • Automated drip email marketing campaigns
  • Dynamic pipeline to manage every borrower from every source in one place
  • Rate alerts based on borrower-specific loan criteria
  • Click-to-dial, auto-dial
  • Lender websites
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Mortech, a Zillow Business publishes a  Service Organization Controls 1 (SOC 1), Type II report. The audit for this report is conducted in accordance with AICPA: AT 801 (formerly SSAE 16) and the International Standards for Assurance Engagements No. 3402 (ISAE 3402).

 

This audit is the replacement of the Statement on Auditing Standards No. 70 (SAS 70) Type II report. This dual-standard report can meet a broad range of auditing requirements for U.S. and international auditing bodies.

 

The SOC 1 report audit attests that the Mortech Lending Solutions System control objectives are appropriately designed and that the controls safeguarding customer data are operating effectively.

Find out if the secondary tier is the right fit for you