To help loan officers prioritize and view their clients, we created a new view specifically for the pipeline, where users can customize their pipeline views, filter by client data, and sort by different attributes.
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Off Product Loan Support
Allow users to apply for a mortgage without selecting a loan, and indicate what type of off-product loan they’re looking for.
Off product assets & income
Allow users to declare assets and report income that were not previously supported by Morty’s UI. Fannie Mae and other lenders support a variety of asset and income types. Historically, Morty has supported the most common assets and incomes…
Hemlock financial profile
Created a view for Hemlock users to review their clients’ financial data, at any stage of the homebuying process.
Hemlock credit report download
Get a 360° view into client’s credit with their downloadable credit report.
Refinance Support in Product
Built a tool that can advise users on when to ReFi and what different ReFi scenarios could mean for their situation.
Support Soft Pulls in Elroy
Allows users to do a soft credit pull in the pre-approval and application products, with the ability to upgrade to a hard pull when/if necessary.