Mortgage365 CRM Solution Offering

by VerTech Solutions Group

Provides loan officers a singular worksurface within the most integrated platform in the industry.

Mortgage365, a fintech innovator in the Mortgage Industry, enables full digital transformation through solutions built on Microsoft Power Platform and Azure, designed to drive down lender costs and accelerate productivity.

The Future of Digital Lending Manage your leads, loans, and realtors all in our originator work surface, Mortgage365. Pull credit, fully price and send mobile-responsive customer presentations and use the loan origination system you already rely on, all without leaving the app.

Don’t worry about tasks, appointments or phone calls falling through the cracks; these work items will be automatically synced to your Outlook account and Exchange system.

In Mortgage365 you can:

• Price loans instantly
• View property valuation information upon entering an address
• Build, clone, and alter comprehensive loan scenarios
• Run full LP & DU AUS in prequal without data reentry
• Create, track & manage loan origination system loans within a singular worksurface
• Send tailored, segmented marketing across the entire borrower journey

At a glance