Whether a mortgage banker, mortgage marketer, secondary desk user or mortgage executive, Mortech offers the tools you need to improve lead generation and conversion, expedite internal communication and improve overall business performance.
Let Marksman optimize your lead generation and management, giving you a central hub to manage all of your leads, all in one place, while providing them with the proper guidelines and eligibility checks.
Streamline your secondary desk with historical pricing, lock desk automation, and increasing communication between your secondary desk and loan origination teams.
Simplify and automate your TPO workflow, manage multiple TPO channels at once, and access streamlined pricing and origination directly within your LOS via Mortech's mortgage pricing engine.
Automate and streamline your business processes to improve business and individual performance, with the ability to monitor and customize reports that present vital business metrics based on criteria of your choosing.
Put your rates in front of millions of potential borrowers online, to sites like Zillow, Bankrate, and Lending Tree, and bolster your online presence and marketing efforts to keep in touch with prospects throughout the sales cycle.
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.