Maximize your online presence

We offer access to a customized online Mortgagebot^TM Web Center which includes a comprehensive tool set to help you reach more members and build your brand message. Applications then come to us and we cross all channels.

Reach More Applicants

By leveraging Mortgagebot^TM we help you create one integrated solution for every channel you originate through. Branch, call center, internet, and in-person. All applications feed into one system and flow into our paperless workflow.

Increase Application Volume

Now you don't have to be afraid of more applicants. Each application you receive, regardless of the origination channel, will be monitored, and supported by our experienced staff, helping you handle more applications and close more loans.

Our Technology and Experience Help You

By leveraging the most advanced technology, and partnering with industry leaders, we make technology work for you! Automation significantly improves compliance and helps you cut costs!!

Our Implementation Plan Helps You Improve

We’ll work with you to learn about your current programs (conforming, jumbo, portfolio) and automate the complex parameters. We also help you expand your product offering and enhance your members' choices -- all while keeping the process automated and trackable.

Technology enhancements dramatically improve processing, making the applicant experience less stressful.

Loan Quality

Seamless integration of systems allows us to underwrite to your standards, and help you maintain loan quality to fit your risk profiles.

Applied Technology

MortgageBot^TM and MortgageFlex^TM partner to create seamless integration, improve workflow, and allow for quicker application turn rates.

A Better Closing Experience

• Provide members with one point of contact for their closing conditions
• Handle pre-closing conditions - speak to members directly (via their preferred mode of communication - e-mail, work number, home number) to clear the loans for a quick and efficient closing
• Type closing packages and review all loan data to ensure accurate information for closing
• Review HUD-1 with closing agents
• Schedule prompt loan closings
• Become the point of contact for member's and client's closing agents to alleviate this burden on the member or client

Post Closing

• Ensure legal compliance with mortgage closing documentation relative to federal, state, agency, investor and client guidelines
• Utilize checklists specific to particular client guidelines
• Review for proper documentation for saleable loans and delivery of those loans
• Follow up on any missing documentation with members or closing agents
• Secure required documentation to perfect client's lien position