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.
Improve visibility and management reporting efforts with a centralized lock pipeline.
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:
The enhanced loan officer view within Marksman will include pertinent archived loan information.
Seamlessly transfer your pending and locked loan scenario data directly from Mortech's pricing engine to third-party mortgage hedging partners.
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.
Present vital business metrics by creating custom reports based on criteria that you choose.
Eliminate double entry and streamline your workflow by passing essential loan information automatically to your LOS.
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.
