Client-facing suite
Clients tools from start to finish
We’ve spent years perfecting our online customer experience. Our tools support your clients at all stages of the homebuying process, from rates exploration through closing.
advise better
Early-Funnel Advisory
Cost Explorer. Empowers your homebuyers to take control of their budget by providing tangible, helpful tips to help your clients better understand their own personal affordability.
Interactive Mortgage Quote. Most mortgage quotes get stale. Our’s don’t. The Interactive Quote tool compares different loan options in real time, automatically updates every time the market moves, and calculates monthly payment and closing costs.
Rate Tracking. Send your customer daily or weekly rate tracking emails. This is a great tool to both nurture your customers and keep them informed of industry trends.
Transact easier
Point-Of-Sale (POS)
Instant Pre-approval. Hassle-free online pre-approval that’s quick, simple, and puts you in the homeowner in the driver’s seat. Made even easier with our soft-pull fucntionality so a pre-approval doesn't impact your client's credit rating.
Verified Pre-approvals. VAPs are a great way to help your client strengthen their offer while decreasing your chance of churn.
Online application. Your clients can apply for a purchase, refinance or HELOC in through one beautifully designed and easy to use portal.
Close faster
Deal Status Tracking
Closing Tracker. Offer your clients one place to coordinate together on all financing related items requied to close their loan.
Document Review. Speed matters. Give your clients the advantage of fast feedback on all document submissions so the deal never misses a beat.
Email Notifications. Stay in the know even when you're not logged into your systems. Email, text and slack notifications help keep you in constant contact with our support teams.
“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
- Productivity Tools
- Get to market fast with everything you need to be successful in today’s mortgage industry.
- Mortgage Infrastructure
- Provides you with lender access and regulatory support so you can focus on growing your business.
- Brand & Marketing Services
- Everything you need to get your digital storefront up and running from templates to match your brand to custom domains.
Find the right plan for you
Feature comparison
| Feature | Foundation tier | Producer tier | Business 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 |