3612 Lafayette Rd. Ste 12  Portsmouth, NH  03801
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© 2019 by PerfectLO. All rights reserved.

We listen to our clients and release updates regularly to accommodate their needs.  Check out some of the most recent features that can be customized or turned on/off below with examples. 

COMPANY SETTING:​

  • Send Email notifications to 2 additional people on every loan when started & submitted by a borrower (processor, assistant, etc…)​​

  • Import Fannie Mae 3.2 file into LOS in all Capital letters​ ​(ON/OFF)

  • ​Allow Borrower to enter SSN ​if they chose to do so within questionnaire (ON/OFF)​

  • ​Allow Borrower to download their document checklist (ON/OFF)​

  • ​LO receives a completed email notification with the Document Checklist​, Questionnaire Summary and 3.2 file as attachments (ON/OFF)​

  • ​Customize an Introduction or Closing Paragraph on the Document Checklist for your borrower​

  • Customize the Borrower Registration Disclaimer when a customer Registers

LO SETTING: ​

  • Send a customized email, from YOU, to your Borrower with or without Document Checklist when completed (ON/OFF)​

Customize the Borrower Registration Disclaimer when a customer Registers
LO receives a completed email notification with the Document Checklist​, Questionnaire Summary and 3.2 file as attachments (ON/OFF)​

Customize an Introduction or Closing Paragraph on the Document Checklist for your borrower​