Streamline The Process

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.

Efficient Loan Processing

  • This interactive, easy-to-use software allows Borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop.

  • The Originator can also interview the Borrower “Live” 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 provides a summary of key information to Loan Originators and exports the results into their Loan Origination Software (LOS).

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.
  • Customize your borrowers document checklist with a welcome paragraph, add reminders, Do’s and Don’ts or any other pertinent information.
  • A unique link is created for each Loan Originator to attach to their email signature, social media pages, etc… which brings the Borrower directly to the LO’s portal.
  • A custom URL is created for Companies to embed into their website where Borrowers have an option to choose the Loan Originator they want to work with.
  • Email/Text notifications are sent to the Loan Originator when the Borrower starts their questionnaire and again when they submit it.
  • Customize an email automatically sent from you to your borrowers when they complete a question and add the document checklist if you’d like.


  • Borrowers can complete the questionnaire and receive the checklist in their preferred language set by their browser sesttings.
  • The Loan Originator views the questionnaire, the checklist, and the results summary in English.