With Online Quoting, you’ll not only be able to quote rates to online borrowers, but we’ll also help you make the most out of every potential borrower that comes into your pipeline.
Quote what you want, when you want. We work with the internet's top online marketplaces, including Zillow®, Bankrate®, and LendingTree®.
Looking to quote on multiple lead sources? Take a look at our Professional tier.
Once a prospect comes into your pipeline, our system is just getting started. From here, you'll be able to advance to the borrower application by updating borrower information, tracking rates, selecting applicable products, and more
In addition to keeping track of borrowers, you can set up automated drip email marketing campaigns to keep your brand in front of prospects throughout the entire loan process - all based on criteria that you choose.
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:
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.