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About

Get daily alerts when customers in your database are shopping for mortgages. Our periodic prescreen process notifies you when your client has improved their score and now meets your credit minimums. Our predictive algorithm identifies prospects that are likely in the market. Then our system produces and distributes a corporate, compliance-approved, highly responsive offer. Today's credit denials can be tomorrow's closings. With just a name and address you can monitor prospects with less-than-perfect credit for credit migration and be notified when they make the changes in their financial situation that bumps them up above your credit threshold. Our pre-mover algorithm tracks your customer's property address for events like real estate listings or for sales by owner postings. In many cases a pre-mover alert will trigger before an inquiry alert!

About

The founders of PerfectLO knew there was a better way to initiate the mortgage process. They used their extensive industry knowledge to construct a detailed, interactive questionnaire that systematically and intelligently asks all the right questions. No more inaccurate loan applications due to assumptions or inadequate fact-finding. No more unnecessary credit pulls or wasted time and money on loans that will never be closed. No more missed questions that require additional documentation. PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process: failure to provide the detailed information to complete a Borrower’s true profile.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Mortgage lenders

Audience

Loan Serving solution for companies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

MonitorBase
Founded: 2007
United States
www.monitorbase.com

Company Information

PerfectLO
Founded: 2015
United States
www.perfectlo.com

Alternatives

Alternatives

Sales Boomerang

Sales Boomerang

TrustEngine

Categories

Mortgage and Loans Supported

Categories

Loan Origination Supported
Loan Servicing Supported
Mortgage and Loans Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Contact Management Not Supported
Credit Reporting Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Not Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Not Supported
Closing Documents Not Supported
Compliance Management Not Supported
Customer Database Not Supported
Digital Signature Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Not Supported
Amortization Schedule Not Supported
Application Management Not Supported
Auto Loans Not Supported
Automatic Funds Distribution Not Supported
Business Loans Not Supported
Collateral Tracking Not Supported
Collections Management Not Supported
Compliance Management Not Supported
Construction Loans Supported
Customer Database Not Supported
Fee Management Not Supported
Investor Management Not Supported
Loan Processing Supported
Student Loans Not Supported

Integrations

Microsoft Azure Not Supported
Surefire CRM Supported

Integrations

Microsoft Azure Supported
Surefire CRM Not Supported
Claim MonitorBase and update features and information
Claim MonitorBase and update features and information
Claim PerfectLO and update features and information
Claim PerfectLO and update features and information