platform support

Support from onboarding to closed loan

You're never alone. Whether you need help to onboarding 20 loan officers or need advice on DPA programs, we've got you covered.

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get deals done

Processing & Fulfillment Support

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Loan Support. Morty's P&F team will manage your deal from application through closed loan. Use in tandem your own P&F to move faster and increase profits.
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Pricing Support. Leverage our Scenario & Underwriting team to review complex loan scenarios and educate on underwriting criteria.
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Platform Success Manager. Your Platform Success Manager is your go-to resource and point of contact for any and all questions.
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get started faster

Self-Driven Onboarding

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Loan Officer Onboarding. Self-guided training platform that covers everything you need to be a success LO on our platform, from how to use Morty's technology to build your brand.
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Team Onboarding. Onboarding teams of loan officers has never been easier. Bespoke content created for each team to ensure LOs provide the same products and level of service.
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Marketing Setup. Setup your personalized landing page or your team's microsite yourself, or with additional marketing support from our team.
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Regular Training Sessions

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Sales Trainings. Be the best version of yourself with our monthly sales sessions. For extra support, 1:1 Coaching Sessions are available.
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Product Demos. Regular Morty website demos keep you in the know about client technology offerings and loan officer productivity tools
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New Product Sessions. New loan products, lenders, perks and Platform Add-ons are added every week. Join our informational zoom tutorials to learn how to use them and connect with other LOs.
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keep growing

Resource Center

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Knowledge Base. Everything you need to be a successful loan officer, from loan programs and affordability options to marketing tips and licensing know-hows.
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Marketing Updates. Access Morty's Marketing Library and customize your marketing assets including our landing page, business cards and one-pager.
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Platform Add-Ons. Ready to invest in your own growth. Add-ons let you tap into additional functionality of the Morty platform from embeddable tools and marketing services to lead bundles.
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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

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Get to market fast with everything you need to be successful in today’s mortgage industry.
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Mortgage Infrastructure
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Client Facing Suite
Digital mortgage tools for all stages of the home buying and mortgage process.

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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