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Investor Updates for SOFR Products


Mortech is ready and able to support SOFR products and get you started quoting them as they're made available by investors. Below you'll find investor timelines for when their specific SOFR products will be available for quoting.
*Page will be actively updated as more investors provide us with their timelines.


Investor SOFR products go live date Onboarding status
FNMA August 3 Live
Chase August 17 Live
Finance of America August 17 Live
FGMC August 21 Live
M&T Bank September 1 Live
TD Bank September 1 Live
CU Members September 2 Live
NewRez WS September 2 Live
Loan Depot September 4 Live
Loan Depot NDC September 4 Live
Loan Depot Bankrate September 4 Live
Loan Depot Retail September 4 Live
FNB of PA September 15 Live
Caliber September 17 Live
Mr. Cooper September 21 Live
Freedom Corr September 21 Live
Freedom CC Equity September 21 Live
Freedom CC JGW September 21 Live
Freedom CC Purchase September 21 Live
Freedom Wholesale September 21 Live
Planet Home September 23 Live
TIAA CD September 23 Live
Sun West October 1 Live
Fifth Third Corr October 1 Live
Flagstar October 1 Live
SunTrust October 1 Live
Firstbank CD/Retail October 1 Live
Northpoint Corr October 5 Live
Cardinal Wholesale October 5 Live
Stearns October 5 Live
Huntington October 11 Live
Gateway Mortgage Group October 13 Live
FHLMC November 2 Live
NewRez FW November 14 Pending
Wells November 16 Live
One American December 17 Pending



As SOFR products become available for you to quote please follow the below instructions to add the new products to your Marksman account and create a profit table. 

How to add products

Within Marksman, go to your account settings. Select "Customer Account Settings" and then click on "Marksman Settings". 


In order to add a product to be priced in the rates screen, move the correct product name from the "Excluded Product Categories" to the "Product Categories Chosen for Display" by highlighting the product name, clicking on "Add selected products", and then clicking "Save" at the bottom of the page. 

How to create and attach a profit table

Within Marksman, go to your account settings. Choose "Profit & Cost Manager", click "Create Profit Tables" and give the table a description and set up the amounts. Click "save new" before exiting the screen. 


Go back into "Profit & Cost Manager" and click on "Attach Profit to Investors/Products". You will need to attach each investor and product to a profit table. 

Marksman/Encompass field mappings

In Marksman you will be able to select the Encompass Loan Program, Marksman investor, and new SOFR products you want to map. By doing this, it will assist users by selecting the appropriate product in Marksman based on the loan program in Encompass.




Select the SOFR product you want automatically populated in Marksman dependent upon the corresponding Encompass Loan Program. If you would like the Encompass Loan Program to be updated if the product is changed in Marksman, ensure the check box next to "Map Encompass Loan Program on Import" is selected.


If you have any questions or need additional assistance please contact your customer success manager or email us at

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.

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