Mortgage Simplyfy

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Mortgage Simplyfy

MortgageSimplify is a simplified and integrated all-in-one web-based platform that supports both retail and wholesale lending

Mortgage simply helps your organization in the following ways

  • Simplifies your loan process - from lead-loan-completion
  • Seamlessly integrate with your existing LOS systems (Encompass, CALYX, etc)
  • Increase operational efficiency by saving time and giving access to key information quickly and real-time
  • Establish your brand in this competitive world providing tools that will help you differentiate
  • Staying ahead of the competition with simplified marketing tools.

Mortgage Simplify platform includes the following tools helping borrowers, loan officers, realtors, processors, underwriters, and closers.

Dashboard
Daily / Weekly / Monthly view of all your KPIs at loan officer, branch, and company-level.
Integration
Easy setup and configuration to sync lead, loan and partner data between Encompass or other systems.
Leads Distribution
Simplified distribution of leads based on capacity or business rules.
Partner Management
Manage partner data, communication, and campaigns.
Email Marketing
Start and manage campaigns with easy template and group creation.
Pipeline management
Manage leads effectively. Track lead activity and changes in one place.
Marketing
Manage marketing flyers with custom Loan officer signature and marketing templates.
Drip Campaigns
Automate Loan status updates to borrowers, realtors, and Loan officers at every stage of the loan process based on various triggers.
Administration
Manage settings and control access levels for all features across the platform.
Loan Connect
Portal for borrowers to track loan status, manage loan documents, and manage communication with a loan officer, realtor and attorney.
Website Management
Integrate website custom quote, short and long application with CRM, or any other leads management system.
Employee Management
Manage employee profile, settings, access levels, marketing, campaign, and communication settings.
Branch Management
Manage your branch details, organizational hierarchy, and branch-level communications.
Reports
Generate various KPIs and performance reports at loan officer, branch, and company-level.
Closing Portal
The portal that helps Processors, Loan Officers and Closers track Loans from Pre-closing stage to Completion.

Realtor Portal
Portal for relators to communicate with Loan officers, track loans, upload loan documents, create prequalification letters, and create property flyers.
Tasks & Appointments
It helps you track and stay in touch with your leads.