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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PerfectLO logo
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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description PerfectLO is a cloud-based mortgage loan software designed to simplify and expedite the loan application process. This interactive, easy-to-use software allows Borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop. Loan Originators are able to fully understand a Borrower's mortgage needs and risk, without triggering TRID. Document Center for securely downloading and uploading documents between the Borrower and LO. A custom URL is created for Companies to embed into their website where Borrowers have an option to choose the Loan Originator they want to work with. Read more CompassWay Loan Management Software revolutionizes lending operations with its intuitive digital platform, making the entire process seamless and automated. Designed for both B2B and B2C markets, this versatile solution effectively manages the loan lifecycle, tailored to meet any business's unique needs. By replacing tedious manual data entry with automated field auto-population, CompassWay enhances accuracy and efficiency, dramatically reducing costs. Its smart automation features guarantee precision at every stage, eliminating human bias and error, and speeding up the borrowing process. This rapid efficiency delivers the fastest time-to-market for lenders. Each lending process is carefully customized, allowing businesses to optimize operations effortlessly. CompassWay provides an essential partnership in achieving cost reduction through automation, freeing users to focus on growth and customer engagement. Experience a transformative era of lending with CompassWay, where innovation meets operational excellence, offering a user-friendly, supportive solution that empowers business growth and engagement. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Offers Custom plan.
SW Score & Breakdown

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    72%
  • Momentum
    60%
  • Popularity
    68%

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    63%
  • Momentum
    64%
  • Popularity
    67%

Features

Total Features
3 Features
9 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Collaboration Helps you safely share data with only those who matter and enhances your teamwork
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
    e-Signature Electronic Signatures help users to sign their digital documents remotely
    Audit Trail A record of changes made in chronological order of a user or activity
    Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Collaboration Helps you safely share data with only those who matter and enhances your teamwork
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 6 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Online
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    5/5 9 user ratings
    1/5 1 user ratings
    Rating Distribution
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      0%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      100%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    PerfectLO Custom

    CompassWay Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail Not Available

    Vendor information

    Company Details Located in: Portsmouth, New Hampshire Located in: Warsaw, Poland
    Contact Details

    800-277-1687

    https://www.perfectlo.com/

    +48225987243

    https://compassway.org/

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