En savoir plus sur PerfectLO

PerfectLO is a mortgage and loan solution for small to midsize mortgage brokers, mortgage bankers and banks, designed to help simplify and accelerate the digital loan application process. PerfectLO offers an interactive questionnaire which systematically and intelligently asks borrowers the necessary questions in order to complete their loan profile, including a detailed document checklist.

The document checklist is based on the borrower’s answers, and automatically imports into the loan originator's current LOS system, along with an easy to read document including the borrower's answers and a summary of key information. Borrowers are able to complete PerfectLO’s in-depth loan questionnaire via any mobile device or desktop computer. Originators can also ‘interview’ the borrowers in real time while following the solution’s systematic process.

The document checklist may include a welcome paragraph, reminders, do's and don'ts, and any other pertinent information for the borrower. Users can also customize the header and footer of each page, at both the company and loan originator level. Each LO is provided with a unique link which enables them to attach an email signature, social media pages, and more, and takes borrowers directly to the LO’s portal. PerfectLO also provides organizations with a custom URL to embed onto their business website, allowing borrowers to be able to choose their preferred LO.

Email and text notifications are sent to originators whenever a borrower initiates a questionnaire, and again after it is submitted. Users can also customize the emails which are sent to borrowers after completion, and may also include the document checklist. PerfectLO enables borrowers to read and complete their questionnaires in their preferred language, as well as their document checklist. Loan originators can view the questionnaire, checklist, and results in English.

PerfectLO - Principaux avantages

  • PerfectLO helps to build a perfect document checklist based on the questions answered and works with all LOS, mobile devices and is multi-language.

  • Avoid inaccurate loan applications and unnecessary credit pulls with a simplified and streamlined process for clean and accurate approvals.

  • PerfectLO removes the back-and-forth between loan originators, processors, underwriters, and borrowers for quicker closings and more satisfied borrower.

  • Originators are able to interview the borrower in real time, while following PerfectLO's efficient and systematic loan process.

  • PerfectLO is multi-language, allowing borrowers to complete the questionnaire and review the document checklist in their preferred language.

  • Appareils

    Pour quelle entreprise ?

    TPE PME GE

    Disponible dans les pays suivants

    États-Unis

    Langues

    anglais

    Images

    Borrowers can complete the in-depth loan questionnaire at their convenience
    PerfectLO provides borrowers with a checklist of documentation that is needed based on their answers
    White labeling allows the header and footer to be customized at the company and loan originator level.
    PerfectLO can be accessed on any mobile device or desktop
    Borrowers can complete the questionnaire and receive the checklist in their preferred language set by their browser settings
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    Vidéo de PerfectLO
    Capture d'écran pour PerfectLO : Borrowers can complete the in-depth loan questionnaire at their convenience Capture d'écran pour PerfectLO : PerfectLO provides borrowers with a checklist of documentation that is needed based on their answers Capture d'écran pour PerfectLO : White labeling allows the header and footer to be customized at the company and loan originator level. Capture d'écran pour PerfectLO : PerfectLO can be accessed on any mobile device or desktop Capture d'écran pour PerfectLO : Borrowers can complete the questionnaire and receive the checklist in their preferred language set by their browser settings

    Fonctionnalités

    Nombre total de fonctionnalités pour PerfectLO : 35

    • Alertes/Notifications
    • Applications électroniques
    • Automatisation du marketing
    • Bibliothèque de questions
    • Candidatures en ligne
    • Contrôle du processus d'approbation
    • Création de prêt
    • Création de prêts tiers
    • Entreprises multiples
    • Fonctions pour emprunteurs
    • Gestion des documents
    • Gestion des pipelines
    • Gestion des prêts
    • Gestion des refinancements
    • Hypothèques
    • Hypothèques résidentielles
    • Importation et exportation de données
    • Prise en charge de plusieurs langues
    • Préqualification
    • Prêts gouvernementaux
    • Prêts pour la construction
    • Questions personnalisables
    • Rappels
    • Rapports administratifs
    • Rapports et statistiques
    • Recherche/Filtre
    • Relevés de règlement HUD
    • Services fournisseur intégrés
    • Signature électronique
    • Stratégie de marque personnalisable
    • Succursales multiples
    • Traitement des prêts
    • Traitement externalisé
    • e-mail marketing
    • Évaluation de crédit

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    Avis

    Note globale

    5 /5
    (8)
    Rapport qualité-prix
    5/5
    Fonctionnalités
    5/5
    Simplicité d'utilisation
    5/5
    Support client
    5/5

    Vous avez déjà PerfectLO ?

    Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

    Donnez votre avis !
    Afficher 5 avis sur 8
    Kevin j. F.
    Note globale
    • Logiciel utilisé tous les jours pendant 1 à 5 mois
    • Provenance de l'avis

    Note globale

    • Rapport qualité-prix
    • Simplicité d'utilisation
    • Support client
    • Probabilité de recommander le produit 10.0 /10

    This software helped me to grow my business, and sets me apart from my competitors! AWESOME!!!

    Publié le 05/05/2018

    My process has become so streamlined I still can't quite believe it. My processor thinks I'm the...

    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.

    Avantages

    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".

    Inconvénients

    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!

    Jaron S.
    Note globale
    • Logiciel utilisé tous les jours pendant 6 à 12 mois
    • Provenance de l'avis

    Note globale

    • Rapport qualité-prix
    • Simplicité d'utilisation
    • Support client
    • Probabilité de recommander le produit 10.0 /10

    Gamechanger. My biz has increased 33%

    Publié le 14/02/2018

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

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

    Avantages

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

    Inconvénients

    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 !

    Daniela F.
    Note globale
    • Secteur d'activité: Services financiers
    • Taille de l'entreprise: 11-50 employés
    • Logiciel utilisé tous les jours pendant plus d'un an
    • Provenance de l'avis

    Note globale

    • Rapport qualité-prix
    • Simplicité d'utilisation
    • Support client
    • Probabilité de recommander le produit 10.0 /10

    game changer for our industry

    Publié le 30/11/2017

    Avantages

    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

    Inconvénients

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

    Matthew T.
    Note globale
    • Secteur d'activité: Immobilier
    • Taille de l'entreprise: 201-500 employés
    • Logiciel utilisé tous les jours pendant 6 à 12 mois
    • Provenance de l'avis

    Note globale

    • Rapport qualité-prix
    • Simplicité d'utilisation
    • Support client
    • Probabilité de recommander le produit 10.0 /10

    Made me spend more time on sales rather than paperwork!

    Publié le 03/04/2018

    Makes my workflow simple and fast

    Makes my workflow simple and fast

    Avantages

    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

    Inconvénients

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

    Utilisateur vérifié
    Note globale
    • Secteur d'activité: Immobilier
    • Taille de l'entreprise: 11-50 employés
    • Logiciel utilisé toutes les semaines pendant plus de deux ans
    • Provenance de l'avis

    Note globale

    • Rapport qualité-prix
    • Simplicité d'utilisation
    • Support client
    • Probabilité de recommander le produit 10.0 /10

    PerfectLO

    Publié le 15/08/2018

    Avantages

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

    Inconvénients

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

    Afficher 5 avis sur 8 Lire tous les avis

    PerfectLO - FAQ

    Voici quelques-unes des questions fréquentes sur PerfectLO.

    Types de licences disponibles pour PerfectLO :

    • À partir de:
    • Type de licence: Abonnement
    • Essai gratuit: Disponible

    Individual: $59/monthly Team: $95/monthly Multi User Pricing: contact PerfectLO

    Nous n'avons pas d'informations sur les fonctionnalités de PerfectLO.

    Utilisateurs habituels du logiciel PerfectLO :

    Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Langues dans lesquelles PerfectLO est disponible :

    anglais

    Appareils pris en charge par PerfectLO :

    Android (mobile), iPhone (mobile), iPad (mobile)

    Applications s'intégrant à PerfectLO :

    Microsoft Azure

    Ressources d'aide disponibles pour PerfectLO :

    Service client/e-mail, Support téléphonique, Service de support 24/7 (réponse directe), Chat

    Catégories connexes

    Consultez toutes les catégories de logiciels trouvées pour PerfectLO.