Mortgage Software Product Tiers

855.298.9327

Mortech’s mortgage software tiers give your team the right-size software solution at the right price point. Whether you’re looking for automated product eligibility and pricing services to improve your internal process, quoting to online borrowers, or giving your secondary desk the tools to streamline the lock process, Mortech has a software solution to help automate your day-to-day workflow on a personal and company level.

Online Quoting
  • Auto-Quoting
  • One Lead Source
  • CRM / LMS
  • Email Marketing
Starting at:
$400 / month
Professional
  • Mortgage Pricing Engine
  • Auto-Quoting
  • Multiple Lead Sources
  • CRM / LMS
  • Email Marketing
  • Rate Tracking
  • LOS Integration
  • Available
  • Lender Website
Secondary
  • Mortgage Pricing Engine
  • Auto-Quoting
  • Multiple Lead Sources
  • CRM / LMS
  • Email Marketing
  • Rate Tracking
  • LOS Integration
  • Lock Pipeline Management
  • Historical Pricing
  • Hedging Integration
  • Custom Reporting
  • Avaliable
  • Lender Website
Multi Channel
  • Mortgage Pricing Engine
  • Auto-Quoting
  • Multiple Lead Sources
  • CRM / LMS
  • Email Marketing
  • Rate Tracking
  • LOS Integration
  • Lock Pipeline Management
  • Historical Pricing
  • Hedging Integration
  • Custom Reporting
  • TPO Management (retail, wholesale, correspondent)
  • Rate Sheet Generation
  • Avaliable
  • Lender Website

Mortech is proud to be SOC2® compliant

SOC_logo

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.