Has a borrower ever blamed you for a slow closing?
With PerfectLO, the borrower answers every question know to loan kind and checklist of documents needed is auto populated based on their answers.
PerfectLO removes that inefficient back-and-forth between all parties, by asking the questions and requesting the documents upfront.
PerfectLO is designed to handle the most complicated borrowers by asking the proper questions while following the systematic fool proof process.
Loan originators are able to fully understand a borrower’s mortgage needs and risk, without triggering TRID.
PerfectLO’s interactive, easy-to-use software allows borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop and provides a summary of key information to loan originators and exports the results into their Loan Origination Software (LOS).
The new Loan Originator can also interview borrowers “Live” while following the systematic fool proof process.
PerfectLO provides borrowers with a checklist of documentation that is needed based on their answers.
It removes the inefficient back-and-forth between the loan originator, the processor, the underwriter, and the borrower.
The software is designed to handle the most complicated borrowers.
White Labeling allows the header and footer to be customized at the Company and Loan Originator level.
Add reminders, Do’s and Don’ts or any other pertinent information to the Borrower’s checklist
A unique link is created for each Loan Originator to attach to their email signature, social media pages, etc… to get the Borrower started today.
Email Notifications are sent to the Loan Originator when the borrower starts their questionnaire and again when they submit it.
A custom URL is created for Company’s to embed into their website where borrowers have an option to choose the Loan Originator they want to work with.
Borrowers can complete the questionnaire and receive the checklist all in their preferred language simpily by changing their browser settings.
The Loan Originator views the questionnaire, the checklist and the result summary in English.
PerfectLO is a cloud based software exceeding today’s information security standards.
Data is encrypted and automatically backed up, ensuring information is secure and never lost.
PerfectLO has a team of experts available for any technical support.