Beliebte Produkte
Wer nutzt diese Software?
Small to midsize mortgage brokers/mortgage bankers and banks. Individual LO's within an Institution.
Durchschnittliche Bewertung
8 Bewertungen- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
Produktdetails
- Kostenlose Version Nein
- Kostenlose Testversion Ja
-
Einsatz
Installiert - Mac
Cloud, SaaS, Web
Installiert - Windows
Mobile - iOS Native
Mobile - Android Native
-
Training
Persönlich
Live Online
Webinare
Dokumentation
-
Kundenbetreuung
24/7 (Live Vertreter)
Support während der Geschäftszeiten
Online
Angaben zum Hersteller
- PerfectLO
- https://www.perfectlo.com/
- Gegründet 2015
Über PerfectLO
The True Digital Loan Application softoware. The only system that goes beyond the 1003 and digs in. Designed by 20 year mortgage pro's. PerfectLO builds a complete and thorough checklist that will match your underwriters needs. LO and Consumer facing, Intelligent, Interactive, Multi-language, Mortgage Questionnaire. PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process. Admin access, Tridless options, multi-language &more.
PerfectLO Funktionen
- Darlehen-Entstehung
- Dokumentenmanagement
- Elektronische Applikationen
- Gewerbliche Hypotheken
- Kontaktmanagement
- Kredit-Berichterstattung
- Kredit-Serviceabwicklung
- Kundenaussagen
- Kundendatenbank
- Pipeline-Management
- Schließen von Dokumenten
- Staatliche Kredite
- Tilgungsplan
- Umfinanzierungs-Management
- Vorab-Qualifizierung
- Wohn-Hypotheken
- Autokredite
- Automatische Fonds-Verteilung
- Baudarlehen
- Bearbeitung von Krediten
- Compliance Management
- Gebühren Management
- Geschäftskredite
- Inkasso-Management
- Investor-Management
- Kundendatenbank
- Rechnungsführung
- Sicherheiten-Tracking
- Studiendarlehen
- Tilgungsplan
- Verwalten von Anwendungen
- Audit Trail
- Bearbeitung von Krediten
- Compliance Management
- Dokumentenmanagement
- Elektronische Unterschrift
- Kundenmanagement
- Onlinebewerbung
Empfohlene Produkte
Die hilfreichsten Reviews für PerfectLO
game changer for our industry
Bewertet am 30.11.2017
Daniela F.
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.
This software helped me to grow my business, and sets me apart from my competitors! AWESOME!!!
Bewertet am 5.5.2018
Kevin j. F.
Kommentare: My process has become so streamlined I still can't quite believe it. My processor thinks I'm the best LO in the world, but PerfectLO is 95% of that. This takes out the guess work with your borrower, and gives you the answers to the questions that you really need to know. Instead of just getting apps, now I get apps and comments from my borrower's about how enjoyable the process is.
Vorteile: Perfect LO allows me to spend time making new loans instead spending my time asking all the pertinent questions that are not covered on the 1003. In addition, it has made my submissions so much cleaner, and I'm getting "clear to closes" instead of "conditional approvals".
Nachteile: Although the software is very intuitive, and can have a large impact practically immediately. It is very powerful, and does take some time to optimize based on your needs. Not really a Con I guess, but that's really all I can come up with!
Gamechanger. My biz has increased 33%
Bewertet am 14.2.2018
Jaron S.
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 !
Made me spend more time on sales rather than paperwork!
Bewertet am 3.4.2018
Matthew T.
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
PerfectLO
Bewertet am 15.8.2018
Verifizierter Rezensent
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