PRODUCT
Streamline The Process
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.
The result is a simplified and streamlined process that leads to clean and accurate approvals.
Efficient Loan Processing
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This interactive, easy-to-use software allows Borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop.
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The Originator can also interview the Borrower “Live” while following the systematic fool proof process.
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Loan Originators are able to fully understand a Borrower's mortgage needs and risk, without triggering TRID.
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PerfectLO provides a summary of key information to Loan Originators and exports the results into their Loan Origination Software (LOS).



Faster Closings & More Satisfied Borrowers
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PerfectLO provides Borrowers with a checklist of documentation that is needed based on their answers.
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It removes the inefficient back-and-forth between the Loan Originator, the Processor, the Underwriter, and the Borrower.
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The software is designed to handle the most complicated Borrowers.


Customized For You


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White labeling allows the header and footer to be customized at the Company and Loan Originator level.
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Customize your borrowers document checklist with a welcome paragraph, add reminders, Do's and Don'ts or any other pertinent information.
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A unique link is created for each Loan Originator to attach to their email signature, social media pages, etc... which brings the Borrower directly to the LO's portal.
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A custom URL is created for Companies to embed into their website where Borrowers have an option to choose the Loan Originator they want to work with.
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Email/Text notifications are sent to the Loan Originator when the Borrower starts their questionnaire and again when they submit it.
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Customize an email automatically sent from you to your borrowers when they complete a question and add the document checklist if you'd like.
Multi-Language
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Borrowers can complete the questionnaire and receive the checklist in their preferred language set by their browser sesttings.
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The Loan Originator views the questionnaire, the checklist, and the results summary in English.



Highly Secure Platform
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PerfectLO is a cloud based software exceeding today's information security standards.
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Data is encrypted and automatically backed up, ensuring information is secure and never lost.
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PerfectLO has a team of experts available for all 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.