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
  • This interactive, easy-to-use software allows Borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop.

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

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

  • 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
  • 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.

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

  • Customize your borrowers document checklist with a welcome paragraph, add reminders, Do's and Don'ts or any other pertinent information.

  • 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.  

  • 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.

  • Email/Text notifications are sent to the Loan Originator when the Borrower starts their questionnaire and again when they submit it.

  • Customize an email automatically sent from you to your borrowers when they complete a question and add the document checklist if you'd like.

  • Borrowers can complete the questionnaire and receive the checklist in their preferred language set by their browser sesttings.

  • The Loan Originator views the questionnaire, the checklist, and the results 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 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.

3612 Lafayette Rd. Ste 12  Portsmouth, NH  03801
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