Professional Tier

855.298.9327

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.

 

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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 is proud to be SOC2® compliant

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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.

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