Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
With Pulse Reminders, you can establish a system that allows you to set reminders and then focus on other priorities without worrying about missed tasks. This innovative tool eliminates the risk of overlooking important follow-ups with leads or previous borrowers, ensuring that nothing falls through the cracks. By implementing automated email and text alerts, Pulse helps you and your team efficiently manage leads, expedite loan closings, and nurture lasting relationships with former clients. Say goodbye to the anxiety of forgetfulness and hello to a more organized and productive workflow.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Azure
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$15 per user per month
Free Trial
No
Free Version
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
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PerfectLO
Founded
2015
Country
United States
Website
www.perfectlo.com
Vendor Details
Company Name
focusIT
Website
pulse.marketing/
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
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
Yes
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No