Customer Success Stories

855.298.9327

We were constantly having issues keeping track of rates and building profit margins prior to becoming a Mortech customer. With the help of Marksman, we can now build it all out within the system. I really enjoy the flexibility to set up different tables, different profit margins and different divisions. I would recommend becoming a customer because of the ease of use and the great support of the Customer Success team. If I ever have a problem, I can easily call or email Mortech and someone will get involved quickly to get the problem resolved.

mccollum_test
Brian McCollum
Secondary Marketing Manager
Community First National Bank

Prior to becoming a Mortech customer we had constant trouble with uploading pricing to our advertisers in an effective manner. We are now able to load multiple lead platforms from one singular source without having to duplicate efforts thanks to Mortech and their pricing engine, Marksman. I really enjoy the ease to move margins when necessary as well as turn off and on lead sources with a click of a button. I would recommend becoming a customer of Mortech for the ease of use. I wear many hats at the bank and being able to move things quickly and easily is a must for me.

mattjarboe
Matt Jarboe
Vice President
First Internet Bank

Before using Mortech's PPE we had to one-off go to the direct lender to price loans out and it was taking too much of our time going from one to another. With Marksman we are able to price multiple lenders at the same time. I have had a great experience working with the Customer Success Team, Cassandra is a doll to work with and she is always helpful. I definitely recommend working with Mortech!

frankciambriello
Frank Ciambriello
Owner LO
AFC Mortgage Group, LLC

Before Mortech we had no centralized place where all of our pricing was. With the help of the Marksman platform we are now able to have all relevant rate info for our lenders in one location for easy access. My favorite feature inside of the pricing engine is the ability to customize everything based on the set up we have at Barton Creek Lending Group. My experience with Mortech has been great and the support they have given me has been outstanding!

bartoncreek
Thomas O'Donnell
Partner - Residential Mortgage Loan
Barton Creek Lending Group

With the amount of loans that are priced and locked every day, there is little other choice than automation for us. It allows our loan officers the freedom to price scenarios with instant results in an easy to use interface. Mortech allows the freedom to customize down to a very detailed level thus allowing the administrators a great deal of flexibility in terms of what will price and the associated margins. The great advantage of this is being able to control your pipeline at a very early stage in the origination process.

The Mortech team does provide top notch service and has coached me through almost every functionality of the system at one point or another. They are quick to respond to an issue and always helpful. Having the team a phone call away is peace of mind because I know any question will be addressed by their knowledgeable staff. The Mortech team has also helped us out on a couple of custom build outs of investors that were not supported previously. We appreciate that extra effort and it is a testament to their customer service.

dustinGerlach
Dustin Gerlach
Secondary Marketing Manager
Great Plains National Bank

NBKC Bank has been a partner with Mortech throughout many lifecycles of the rate market since 2004. Mortech shines the brightest when rates are volatile and we need to stay nimble and precise on our pricing strategy. The tools Mortech has created gives us the comfort to adjust quickly and accurately at times when business is moving fast. The support staff has consistently been there to help when the need arises, and you know that your voice is always heard.

Dan_Stevens_Leadership_Page
Dan Stevens
Customer Acquisition, SVP
NBKC Bank

We have been using Mortech for several years now and we’re very satisfied. Marksman gives my LOs the ability to compare all of our investor pricing and quickly quote a rate while on the phone with a borrower. This has greatly increased our conversion ratios. I also subscribe to their service to generate a best offer for a given scenario on Zillow. It’s a very accurate and painless way for me to post rates as it just pulls the best rate straight from my profile in Marksman.

billWeeks
Bill Weeks
President
Federated Mortgage Corp

The Mortech team is integral to the HomePlus Mortgage growth and success. Since switching to the Mortech pricing engine and lead management system our closed loan volume has doubled.

I attribute this increase in closed loan volume to the pricing engine accuracy and the lead management system Mortech provides. We have experienced an increase in lead volume and conversions from our rate table campaigns due to improved accuracy in pricing. Also the lead management system is a significant improvement over our previous system in terms of user friendly interface and targeted drip email campaigns. The Mortech lead management system has contributed greatly to the increase in closed loan volume and conversion rates.

Our highest converting lead sources are customers generated from the Zillow Mortgage marketplace. The improved Mortech pricing engine has tripled our lead volume from the Zillow Custom Quotes platform and contributed greatly to our success on Zillow.

This success was enabled by the superior service from the Mortech support and sales team. Their initial hands on approach to our set up and follow though enabled us to be up and running with Mortech rapidly. Also the continued professional support has enabled HomePlus Mortgage to refine and customize the lead management, pricing engine, improve our campaigns and generate high converting borrowers. Because of the high level of customer support were able to increase closed loan volume in short amount of time and increase our profit significantly. We look forward to a mutually profitable relationship with the Mortech team. Thank you Mortech!

philipPizzino
Philip J. Pizzino Jr.
Founder and CEO
HomePlus Corporation