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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.

Multi-Language

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.