Secondary Marketing


Mortech’s secondary marketing services are designed to automate and streamline your secondary desk, increase the efficiency of your day-to-day operations, and expedite internal communication.

Lock Pipeline Management

Improve visibility and management reporting efforts with a centralized lock pipeline.

Historical Pricing

Compare multiple loan scenarios during the history of a locked loan, and save time and resources on loan re-evaluation with Mortech’s Historical Pricing. Increase your accuracy for re-pricing by viewing detailed historical information about the original, and current loan scenario side by side on one screen.


Mortech’s Historical Pricing takes all adjustments into consideration, including:

  • Investor pricinghistorical
  • Lender profit and cost
  • Loan level pricing adjustments (LLPAs)
  • Loan officer compensation
  • Service release premiums (SRPs)
  • Average prime offer rates (APOR index)

The enhanced loan officer view within Marksman will include pertinent archived loan information.

Mortgage Hedging

Seamlessly transfer your pending and locked loan scenario data directly from Mortech's pricing engine to third-party mortgage hedging partners.

Communication Tools

Unify your secondary desk and loan officer teams with internal communication tools to make sure both teams are aware of any updates to the borrower’s lock status.

Custom Reporting

Present vital business metrics by creating custom reports based on criteria that you choose.

LOS Integrations

Eliminate double entry and streamline your workflow by passing essential loan information automatically to your LOS.



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.