Has a borrower ever blamed you for a slow closing?

How many times do you go back and forth with your processor and/or underwriter on a loan, trying to avoid hitting up the borrower for the “last time”?

Have you got off topic with a borrower when trying to get all the pertinent information needed to complete their profile?

Have you ever wished that the information you took down from the borrower on the back of the napkin while talking on the phone in your car (handsfree of course), could magically go into your current LOS system?


Are you a new LO and worried that you will forget to ask a question that may jeopardize getting the loan closed?

Faster Closings & More Satisfied Borrowers

  • 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.

Customized For You

  • 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.

Would communicating with a borrower in their native language simplify the fact finding?

  • 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.

Highly Secure Platform

  • 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.