Mortgage Pricing Engine

• Best execution pricing for accurate, real-time rates based on base price, SRP, LLPAs and profit margin.
• Price mortgage loan and PMI side-by-side, while building granular margins into every loan scenario.
• Keep track of your team’s performance, constantly keeping in touch with what’s working and bringing in the most leads.
• Instantly lock loan requests to your secondary desk.

Guidelines and Eligibility

• Ensure compliance and investor guideline eligibility instantly with automated checks within Marksman.
• Receive instant product eligibility and ineligibility feedback.
• Access product and full underwriting guidelines in a detailed or summary format.

Lead Management

• Utilize Marksman as a central hub for lead management with email marketing and loan pricing.
• Outline and organize your origination team’s daily workflow.
• Send real-time rates to prospects on a daily, weekly or monthly basis.
• Organize and distribute leads to loan officers based on loan criteria, lead source, branch location, and more.
• Simplify your lead workflow, tracking leads by status, creating follow-up reminders and getting detailed reports.
• Keep leads organized within your dynamic pipeline, tracking current and potential prospects all on one page.

Mortech Protection

• Improve customer retention by finding properties in your customer database that are likely to go on the market in the next 90 days.
• Upload your list of addresses for Mortech to monitor, and get results separated into four categories from "very high" to "low" chance of listing.
• Target your marketing toward those properties that have a high chance of moving, giving you a head start on the competition.