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Über PerfectLO

Interactive loan questionnaire that digs in beyond the 1003, Creates a Perfect Doc Checklist, secure upload, milestone sms messaging.

Erfahre mehr über PerfectLO

Zeigt 8 Bewertungen

Brenda P.
Brenda P.
Account Executive in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 5.001-10.000 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

This software will make you a favorite amongst your underwriters

5 vor 3 Jahren

Vorteile:

I really liked the feature that it prompts the user the second level questions and documentation requirements. It enables the loan officer and processor to submit a much more complete file making it a win-win for both the loan officer and their referral partners

Nachteile:

No cons to the software. If you want to take your business to the next level and increase your production this software will get you there

Kevin F.
President in USA
Bankwesen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Super product and Excellent Customer Service

5 vor 7 Monaten

Vorteile:

Their software is simple for everyone to use, yet yields powerful results

Nachteile:

hmmm not sure, there dev team is ahead of my thinking.

Daniela F.
Sr Loan Officer in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

game changer for our industry

5 vor 4 Jahren

Vorteile:

Mobile friendly, gets complete applications, the CHECKLIST ! it saves me so much time. A standard loan application is missing so much info , PerfectLO has built a system that gets it right and accurate the first time

Nachteile:

good question...i love everything about it. I hope they make it an LOS someday soon so I can dump calyx.

Jaron S.
Pres in USA
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Gamechanger. My biz has increased 33%

5 vor 4 Jahren

Kommentare: Efficient , Multi Language, Best 1003 Platform. My team loves it !

Vorteile:

I spend more time selling/quoting than dealing with 1003 and conditions. This is the part of my job I love !

Nachteile:

Cons? I wish my CRM would do talk to PerfectLO, not that I really need it once they have applied but that would be nice. PerfectLO does have an API built that is easy forCRMS to connect to but not with mine yet !

Matthew T.
Mortgage Loan Originator in USA
Immobilien, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Made me spend more time on sales rather than paperwork!

5 vor 4 Jahren

Kommentare: Makes my workflow simple and fast

Vorteile:

User friendly! Seamless works with encompass. I send this to my realtors to send to their leads. Saves time calling me to call them for their information

Nachteile:

Theres nothing to hate about this software. It makes my job easier so I cant say anything bad about that

Verifizierter Rezensent
Senior Loan Officer in USA
Verifizierter Nutzer auf LinkedIn
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

PerfectLO

5 vor 3 Jahren

Vorteile:

Perfect for using to have clients fill out their info. Translates if needed!

Nachteile:

this is excellent software, maybe an app interface would help though

Steve S.
Manager in USA
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Best POS loan application

5 vor 4 Jahren

Kommentare: Training, more efficient staff. more referrals . helpful for multi language borrowers.

Nachteile:

None , as i said - finally some technology that truly has value. a completed 1003 is useless , the checklist and customization that perfectlo has created is second to none.

Verifizierter Rezensent
EVP & Chief Revenue Officer in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Finally an accurate, efficient mortgage application solution!

5 vor 4 Jahren

Kommentare: Saved me a ton of time. Ensured my loan application was complete and accurate. Guided me through everything simply.
In the past, it took so much back and forth to get all the necessary info. PerfectLO puts everything in one place, easily guides me through all the required info and then provided a simple checklist of missing info making it a breeze to finish.

Vorteile:

By far the easiest, fastest and most accurate mortgage application I have ever done. Saved me tons of time. Simple to use. Intuitive. Every mortgage loan originator needs to use this.