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Description
Moso offers Brokers and Loan Originators tailored websites, online application creation, rate notifications, a borrower portal, a CRM system, and a cloud-based document management solution, all at a competitive cost. As a Broker, you benefit from having a dedicated website to connect with clients and generate new leads. In under five minutes, borrowers can complete online applications and upload necessary documents directly to you. They are also provided with accounts to modify applications, submit additional documents, and maintain communication with you throughout the loan process. You can create personalized mailing lists and send targeted emails to borrowers for special occasions like birthdays, holidays, and loan anniversaries, enhancing client engagement. Additionally, both borrowers and Mortgage Loan Originators can set up alerts for scheduled or immediate notifications. The cloud-based document management system facilitates online tracking, organization, and storage of important documents. Furthermore, borrowers and MLOs have access to real-time, personalized quotes featuring competitive rates from leading lenders, ensuring they get the best possible deals. This comprehensive suite of tools not only streamlines the lending process but also improves customer satisfaction and retention.
Description
ORTEX serves as an all-encompassing platform for financial analytics, offering real-time insights and data to help both investors and traders make well-informed choices. It features an extensive range of metrics, including short interest data drawn from a large network of agent lenders, prime brokers, and broker-dealers, presenting both intra-day and historical figures such as days to cover, shares on loan, utilization rates, borrowing costs, and free float. Known for delivering the most accurate and timely short-interest information, ORTEX aggregates data from the world's largest network of financial institutions, ensuring comprehensive coverage. In addition to short interest metrics, ORTEX provides critical information on US exchange data and highlights institutional short holdings, allowing users to find all necessary data conveniently in one location. This integration supports users in gaining a holistic view of market conditions, enhancing their ability to make strategic investment and trading decisions.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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)
No
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Moso Software
Founded
2016
Country
United States
Website
www.moso.com
Vendor Details
Company Name
ORTEX
Country
United Kingdom
Website
public.ortex.com
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
