Loan Officer Productivity Tools
Your platform for success
Get to market fast. Morty’s platform gives you everything you need to be successful in today’s mortgage industry.
increase your close rate
Loan Origination System (LOS)
Customer pipeline and details. Manage all of your clients in one place. Never miss an application or a nurture event again.
Workflow management team tools. Add new team members and manage their compensation seamless. Get insights into their pipeline and metrics.
Document uploads and deal tracking. Track ever deal through closed loan. Manage uploaded documents and outstanding conditions in one place.
price and advise faster
Pricing Engine
Loan Scenarios. Customize your scenario details by income, total assets, special program eligibility, property information and more. Filter results by max monthly payment, max closing costs, programs, and lenders
Closing Cost Calculations. Accurate closing costs, including taxes, built into every pricing scenario.
Lender Specificity. See how lenders, programs, and terms affect pricing. View detailed loan breakdown for each loan by lender.
Eligibility Assessment. Quickly gauge how many options are available to your client. Review eligibility across a group of options, or dig into issues individually.
flexible solutions
Embeddable Tools
Pre-Qualification. Users can explore personalized loan options to understand their buying power and then download a custom pre-qualification letter with just a click. Great for lead generation and brand building.
Cost Explorer. Allow users to explore their buying power, assess affordability, and understand the costs related to buying a specific home. Great for early stage clients.
Mortgage Rates. Provide users a broad sense of available loan options with the ability to adjust inputs according to their needs. Great for landing pages and trust building.
“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
- Brand & Marketing Services
- Provides you with lender access and regulatory support so you can focus on growing your business.
- Client Facing Suite
- Digital mortgage tools for all stages of the home buying and mortgage process.
- Mortgage Infrastructure
- Provides you with lender access and regulatory support so you can focus on growing your business.
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 |