What PerfectLO Does For You

Has a borrower ever blamed you for a slow closing? 

  • With PerfectLO, the borrower answers every question know to loan kind and checklist of documents needed is auto populated based on their answers.

How many times do you go back and forth with your processor and/or underwriter on a loan, trying to avoid hitting up the borrower for the "last time"?

  • PerfectLO removes that inefficient back-and-forth between all parties, by asking the questions and requesting the documents upfront.

Have you got off topic with a borrower when trying to get all the pertinent information needed to complete their profile?

  • PerfectLO is designed to handle the most complicated borrowers by asking the proper questions while following the systematic fool proof process.  

  • Loan originators are able to fully understand a borrower's mortgage needs and risk, without triggering TRID.

Have you ever wished that the information you took down from the borrower on the back of the napkin while talking on the phone in your car (handsfree of course), could magically go into your current LOS system?


Are you a new LO and worried that you will forget to ask a question that may jeopardize getting the loan closed?

  • PerfectLO's interactive, easy-to-use software allows borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop and provides a summary of key information to loan originators and exports the results into their Loan Origination Software (LOS).​

  • The new Loan Originator can also interview borrowers “Live” while following the systematic fool proof process.  

Customized For You
  • White Labeling allows the header and footer to be customized at the Company and Loan Originator level.

  • Add reminders, Do's and Don'ts or any other pertinent information to the Borrower's checklist

  • A unique link is created for each Loan Originator to attach to their email signature, social media pages, etc... to get the Borrower started today.  

  • Email Notifications are sent to the Loan Originator when the borrower starts their questionnaire and again when they submit it.

  • A custom URL is created for Company's to embed into their website where borrowers have an option to choose the Loan Originator they want to work with.

Faster Closings & More Satisfied Borrowers
  • PerfectLO provides borrowers with a checklist of documentation that is needed based on their answers.

  • It removes the inefficient back-and-forth between the loan originator, the processor, the underwriter, and the borrower.

  • The software is designed to handle the most complicated borrowers.

Would communicating with a borrower in their native language simplify the fact finding?  

  • Borrowers can complete the questionnaire and receive the checklist all in their preferred language simpily by changing their browser settings.

  • The Loan Originator views the questionnaire, the checklist and the result summary in English. 

Highly Secure Platform
  • PerfectLO is a cloud based software exceeding today's information security standards.

  • Data is encrypted and automatically backed up, ensuring information is secure and never lost.

  • PerfectLO has a team of experts available for any technical support.

Want to Learn More?

We want to talk with you. Let us walk you through a free trial of PerfectLO and show you how you can save time and money.