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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 to maximize revenues and increase repricing efficiency.


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.

LOS integrations

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

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.


Mortgage hedging

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


Mortech is proud to be SOC2® compliant


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.