Multi Channel Tier

855.298.9327

Multi Channel simplifies and automates your TPO management by segmenting every lending channel from a secondary desk, borrower management, product eligibility, and pricing standpoint

 

multichannel

Centralized Secondary Desk

Streamline and coordinate the entire lock process between different retail, correspondent, and wholesale channels, your loan officers, and your central secondary desk with tools such as:

  • TPO Management
  • Rate Sheet Generation
  • Historical Pricing
  • Hedging Integrations
  • Custom Reporting
  • LOS Integrations
  • Lock Pipeline Management

Product Eligibility and Pricing

Instantly price loans and find customers the right rate and product type based on base price SRP, LLPAs, and profit margin. Additionally, benefit from built-in, automated investor eligibility through integrated investor guidelines and bulletins.

Multi Channel Management

Segment pricing, eligibility, and secondary solutions across multiple channels within one system.

  • Ability to whitelabel solutions for custom branding
  • Import/Export FNMA 3.2 files
  • Unify pricing and borrower management tools across all channels
  • Seamlessly distribute initial and intraday rate changes

Mortech is proud to be SOC2® compliant

SOC_logo
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.

Find out if the multi-channel tier is the right fit for you