TurnKey Lender |
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 
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72% 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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| 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 | Equipped with RateAlert, mortgage professionals can stay ahead of the market and confidently manage loans. With comprehensive loan servicing software, RateAlert offers real-time mortgage rate monitoring and MBS alerts, ensuring users are always informed of market shifts. The RateAlert app provides live mortgage market insights on mobile, making it easier than ever to track rates and MBS pricing on the go. Additionally, RateAlert's extensive mortgage news and industry insights keep professionals updated on the latest trends. RateAlert also supports realtor and consumer marketing by delivering timely and compliant market trends directly through regular email updates. This powerful tool arms mortgage advisors, loan officers, and professionals with the knowledge and confidence needed to save deals, attract clients, and improve rate conversations. By simplifying complex data into actionable insights, RateAlert empowers users to focus on their core business—servicing loans and growing their client base. Read more |
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| 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
|
72% 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
|
| Total Features |
3 Features
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1 Features
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| Common Features for All |
Client Management (Customer)
Document Management
e-Signature
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Client Management (Customer)
Document Management
e-Signature
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| User Rating |
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| Rating Distribution |
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Not Available
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| Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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PerfectLO Custom |
RateAlert $29.99 $49.99 per month |
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View Detailed Pricing
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View Detailed Pricing
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| Videos |
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+ 1 More
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| Company Details | Located in: Portsmouth, New Hampshire | Located in: Vacaville, California - 95688 |
| Contact Details |
800-277-1687 |
+1 404-600-1003 |
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