Average Ratings 2 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Welcome to a quicker and more streamlined loan experience. Point, the top loan origination system for mortgage brokers, efficiently manages the entire process from the first application right through to closing. Enjoy transparency with no unexpected fees or contracts required. Maintain uniformity by utilizing templates that help standardize borrower files, loan offerings, closing costs, and other essential elements. Collect, generate, and store pre-application information to assist in prequalifying potential borrowers. Enhance your connections with clients through marketing resources such as flyers for open houses, loan comparison tools, and pre-approval documentation. With over 200 integrated vendor partners, Point offers seamless access to services including credit reports, appraisals, asset verification, product pricing, eligibility checks, closing paperwork, and compliance assistance. A simple click establishes connections for you, enabling rapid data exchange with countless service providers, thus enhancing your operational efficiency. Embrace the future of mortgage processing with Point and watch your business thrive.

Description

The creators of PerfectLO recognized the need for a more effective method to kickstart the mortgage application process. Leveraging their deep expertise in the industry, they developed a comprehensive, interactive questionnaire that efficiently and intelligently poses essential questions. This innovation eliminates the issue of inaccurate loan applications stemming from assumptions or insufficient information gathering. It also eradicates the need for unnecessary credit inquiries and prevents the squandering of time and resources on loans that are unlikely to close. Additionally, it addresses the problem of overlooked questions that could lead to further documentation requests. PerfectLO, a cloud-based mortgage software, effectively tackles one of the primary challenges in the loan application journey: the inability to furnish the detailed information required to accurately portray a Borrower’s complete financial profile, ensuring a smoother and more reliable process for all involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BNTouch Mortgage CRM Yes 
Calyx PointCentral Yes 
Cimmaron Mortgage Manager Yes 
CompenSafe Yes 
FirstClose Yes 
Jungo Mortgage CRM Yes 
Kinective Bridge Yes 
Loansifter Yes 
MORTGAGESIMPLIFY Yes 
Microsoft Azure No 
Pre-Approve Me Yes 
QuickQual Yes 
Shape Software Yes 
Surefire CRM Yes 
Unify CRM Yes 

Integrations

BNTouch Mortgage CRM No 
Calyx PointCentral No 
Cimmaron Mortgage Manager No 
CompenSafe No 
FirstClose No 
Jungo Mortgage CRM No 
Kinective Bridge No 
Loansifter No 
MORTGAGESIMPLIFY No 
Microsoft Azure Yes 
Pre-Approve Me No 
QuickQual No 
Shape Software No 
Surefire CRM No 
Unify CRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Calyx Software

Founded

1998

Country

United States

Website

www.calyxsoftware.com

Vendor Details

Company Name

PerfectLO

Founded

2015

Country

United States

Website

www.perfectlo.com

Product Features

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents No 
Compliance Management No 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database No 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans No 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans Yes 
Customer Database No 
Fee Management No 
Investor Management No 
Loan Processing Yes 
Student Loans No 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Alternatives

Alternatives