PerfectLO has pre-built questionnaires with workflows to fit all of your specific companies needs.
“NOT YOUR TYPICAL FILL IN THE BLANK 1003”
The founders of PerfectLO knew there was a better way to initiate the mortgage process. They used their extensive industry knowledge to construct a detailed, interactive questionnaire that systematically and intelligently asks all the right questions. No more inaccurate loan applications due to assumptions or inadequate fact-finding. No more unnecessary credit pulls or wasted time and money on loans that will never be closed. No more missed questions that require additional documentation.
The result is a simplified and streamlined process that leads to clean and accurate approvals.
PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process: failure to provide the detailed information to complete a Borrower’s true profile.
This interactive questionnaire assumes nothing and fact finds every detail known to loan kind. It provides a detailed document checklist to the borrower based on their answers, imports into your current LOS system, provides text/email notifications, an easy to read document for the LO with all of the borrower’s answers and a Document Center for securely downloading and uploading documents between the Borrower and LO.
PerfectLO’s simplified process saves you money from unnecessary credit pulls and wasting time working to resolve issues you should have never seen. It prevents inaccurate loan applications and produces happy clients all while creating lifelong accounts without triggering TRID, if you wish. You also own ANY and ALL your data from when a borrower starts the process and can also take your pipeline with you.
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PerfectLO makes my job a whole lot easier! My processor loves it more than I do! Must have for any LO
I have been using PerfectLO as a success tool since 2017. This service has saved me time, is friendly to software system and is user friendly for my clients. I receive instant notification which allows me to provide quick response and accuracy from the client to review with them. It alerts them to gather documents and the document center allows secured uploads for the clients. This has helped streamline my process and increase my production!!!! And it works in Spanish J I recommend Perfect LO to any Loan Officer out there!
PerfectLO is great to work with, always available and the application system is great. I highly recommend this system over others in the market.
PerfectLO and their team are awesome! If you’re looking for a user-friendly application questionnaire that’s fully integrated with LendingPad, this app is fantastic. You won’t have to worry about manually transferring files or documents.
The pricing is very reasonable, with no setup fees. It also follows up automatically with borrowers for documents, and the soft credit pulls saves you a lot of money! It’s a game changer!
Excellent product and support!
Highly recommended.
Using PerfectLO has CHANGED OUR ENTIRE BUSINESS !! We have been able to speed up our process, polish our experience, and grow two fold in under a year, mainly thanks to this ONE change. The PerfectLO team has been so responsive and helpful. Always so flexible and accommodating. I cannot recommend highly enough!
We started using PerfectLO in 2018 and have never looked back. SUCH a great service for our clients and for us!
We use PerfectLO for our mortgage applications and I love it! It automatically pulls a soft credit pull so we know immediately what we are working with. The system is very user friendly and sends reminders to the borrower for documents needed. I’m always looking for time-saving techniques and this has definitely helped. I’ve used several other programs, but this is the easiest to use. And they always IMMEDIATELY responds when I reach out to them. Customer service could not be better!
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