Professional Tier


With Professional, you'll be able to instantly price and determine product eligibility. While most pricing engines stop at pricing, Professional also includes borrower management tools, online rate quoting, and the capability to integrate with Loan Origination Systems.



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.


Align your pricing strategy with your company's business model through customizable margins and adjustments unique to company, branch, and loan officer.


Benefit from built-in, automated investor eligibility through integrated investor guidelines and bulletins.

Automated Borrower Management Tools

Manage every borrower throughout the loan process with tools such as:

  • 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
  • Lender websites

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 professional tier is the right fit for you