Loan Officer Productivity Tools

Your platform for success

Get to market fast. Morty’s platform gives you everything you need to be successful in today’s mortgage industry.

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increase your close rate

Loan Origination System (LOS)

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Customer pipeline and details. Manage all of your clients in one place. Never miss an application or a nurture event again.
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Workflow management team tools. Add new team members and manage their compensation seamless. Get insights into their pipeline and metrics.
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Document uploads and deal tracking. Track ever deal through closed loan. Manage uploaded documents and outstanding conditions in one place.
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price and advise faster

Pricing Engine

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Loan Scenarios. Customize your scenario details by income, total assets, special program eligibility, property information and more. Filter results by max monthly payment, max closing costs, programs, and lenders
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Closing Cost Calculations. Accurate closing costs, including taxes, built into every pricing scenario.
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Lender Specificity. See how lenders, programs, and terms affect pricing. View detailed loan breakdown for each loan by lender.
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Eligibility Assessment. Quickly gauge how many options are available to your client. Review eligibility across a group of options, or dig into issues individually.
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flexible solutions

Embeddable Tools

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Pre-Qualification. Users can explore personalized loan options to understand their buying power and then download a custom pre-qualification letter with just a click. Great for lead generation and brand building.
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Cost Explorer. Allow users to explore their buying power, assess affordability, and understand the costs related to buying a specific home. Great for early stage clients.
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Mortgage Rates. Provide users a broad sense of available loan options with the ability to adjust inputs according to their needs. Great for landing pages and trust building.
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“The Morty Platform provides tools to streamline your processes and enhance your ability to provide tailored solutions to clients.”

Robert Heck
VP of Mortgage @ Morty

Explore the more of the Morty Platform

Client Facing Suite
Client Facing Suite
Digital mortgage tools for all stages of the home buying and mortgage process.
Mortgage Infrastructure
Mortgage Infrastructure
Provides you with lender access and regulatory support so you can focus on growing your business.
Platform Support
Platform Support
Our support teams handle every aspect of the mortgage so you can focus on the customer relationship.

Find the right plan for you

Feature comparison

FeatureFoundation tierProducer tierBusiness tier
Full-stack technology suite
Processing and fulfillment
Comprehensive loan offerings
Loan compensation
up to 100bps
up to 150bps
up to 200bps
Co-branding
Lender configuration
Team management
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