5 Ways PerfectLO Helps You Become a ROCKSTAR Loan Officer!

1. Cat and Mouse: The new referral that you just can't connect with or pin down, we've all had them. LO's feedback on our platform is it has helped them get that "busy" borrower just by emailing their borrower link ("Click Here to Apply") with a message explaining this is an interactive interview that builds a doc checklist of items that you will need. Busy borrowers are usually successful and like to utilize tech so they prefer to do their interview on their own time. You sit back and watch the magic happen. 2. Efficiency: Your time is valuable. More time for you to originate and less time saying, "Sorry, now I need..." Our questionnaire will build and deliver your borrower a perfect

Loan Officer Tips For Mastering Multi-Tasking

Loan officers are busy people! From assembling loans, checking texts, keeping up with voicemails, to writing and responding to emails and checking in on the of loan approvals, conditions, and documents, LO's have a lot on their plates daily. Not only do you have to send many emails but you also have to make sure your borrower opens the compliance ones! As such, staying organized is critical. Luckily, loan officers who learn to multitask more efficiently can get more done with less stress, every day. Here are some simple tips to get you started. 4 Ways Loan Officers Can Multitask Better Whether you're a new loan officer or an experienced professional who has been in the field for years, these

Digital Mortgages

When your applicants go to seek a mortgage, they don't always have the time for a face-to-face appointment or phone call. Even if they do have the time, lots of people want and expect to be able to do everything online. They also want to avoid lengthy meetings and disruptions in their busy lives. Luckily, there's a new option for providing the best possible service to your clients, without making them jump through extra hoops: offering online access to mortgage applications. When you offer digital mortgages, you can help your customers get going with a mortgage application online. It's that easy! We want and need a mortgage! When you use PerfectLO, you can help these customers streamline the

PerfectLO: Not your typical fill in the blank 1003

Do you want complete and accurate 1003's from your borrower's? Self creates a perfect checklist for them, uploads into your LOS (calyx, encompass, etc) works in Spanish too! Check out a demo below and go to our website and request a trial: PerfectLO.com

Moving Around the Tech Scene: Your Quick Guide to Tech Words for the Mortgage World

People are always on the move, especially when they’re getting ready to make the move into a new home. They want calculators and apps that help them determine the best loans for their mortgage needs while they’re on the go. But when you’re looking for the best software and online presence to accomplish that goal for your clients, you might feel like you’ve gotten lost in the world of tech terms. Well, set your software destination to success, because this quick guide will define all the tech lingo you need to know so you can map success for you and your clients. User Experience Lingo UI or User Interface explains how a website or app is interacted with by the user. For a loan originator (LO)

PerfectLO: Not your typical fill in the blank 1003

Mistakes, assumptions and incomplete loan apps cost you a lot of time, money and headaches. PerfectLO has removed the PAIN from the process by creating interactive software that asks all the right questions in a systematic approach (like turbo tax). It also builds a perfect doc checklist for your borrowers. We removed the mortgage lingo and made it simple for your borrowers to access and understand the questionnaire. Check us out at PerfectLO.com!

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