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PerfectLO

Name: PerfectLO
Rating: 4.5 (2 reviews)

By PerfectLO

985 Interested

Highlights : About PerfectLO

A custom URL to embed in websites

A unique link for each loan originator

Integrated vendor services

About PerfectLO

PerfectLO is a mortgage and loan solution for small to midsize mortgage brokers, mortgage bankers and banks, designed to help simplify and accelerate the digital loan application process. PerfectLO offers an interactive questionnaire which systematically and intelligently asks borrowers the necessary questions in order to complete their loan profile, including a detailed document checklist. The document checklist is based on the borrower’s answers, and automatically imports into the loan originator's current LOS system, along with an easy to read document including the borrower's answers and a summary of key information. Borrowers are able to complete PerfectLO’s in-depth loan questionnaire via any mobile device or desktop computer. Originators can also ‘interview’ the borrowers in real time while following the solution’s systematic process. The document checklist may include a welcome paragraph, reminders, do's and don'ts, and any other pertinent information for the borrower. Users can also customize the header and footer of each page, at both the company and loan originator level. Each LO is provided with a unique link which enables them to attach an email signature, social media pages, and more, and takes borrowers directly to the LO’s portal. PerfectLO also provides organizations with a custom URL to embed onto their business website, allowing borrowers to be able to choose their preferred LO. Email and text notifications are sent to originators whenever a borrower initiates a questionnaire, and again after it is submitted. Users can also customize the emails which are sent to borrowers after completion, and may also include the document checklist. PerfectLO enables borrowers to read and complete their questionnaires in their preferred language, as well as their document checklist. Loan originators can view the questionnaire, checklist, and results in English.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Electronic applications

Loan level pricing

Loan submission control

Residential mortgages

Refinance management

HUD settlement statements

Third party loan origination

Integrated vendor services

Outsource processing

Interactive questionnaire

A custom URL to embed in websites

A unique link for each loan originator

Email/text notifications

Benefits

PerfectLO helps to build a perfect document checklist based on the questions answered and works with all LOS, mobile devices and is multi-language.

Avoid inaccurate loan applications and unnecessary credit pulls with a simplified and streamlined process for clean and accurate approvals.

PerfectLO removes the back-and-forth between loan originators, processors, underwriters, and borrowers for quicker closings and more satisfied borrower.

Originators are able to interview the borrower in real time, while following PerfectLO's efficient and systematic loan process.

PerfectLO is multi-language, allowing borrowers to complete the questionnaire and review the document checklist in their preferred language.

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