People and Housing
Who we are, What we do.
Technology
Digital lending platform that allows you to get an applicant pre-approved in minutes! Scale your volume with guided consumer experiences, asset verification, and simplified document collection.
Total Expert CRM is a purpose-built platform for mortgage and financial services professionals, designed to streamline marketing, sales, and customer engagement. It empowers teams to nurture leads, manage customer relationships, and drive growth with personalized, compliant communication.
Borrower intelligence program that provides early signals to loan originators of when prospects in their database are ready for loan advice.
Customizable Total Cost Analysis (TCA) makes loan options easy for borrowers to understand the differences between available loan options. Including cost of waiting TCA and debt consolidation TCA.
Data intelligence and market insight that accesses a database of real estate and mortgage production data to identify new partnerships to add to your network. View metrics on lenders, loan officers and real estate agents by region and individual production.
Operate and facilitate secondary marketing interactions with product eligibility and pricing, lock desk automation, risk management, loan trading, and robust data analytics to operate in a fast-paced manner.
All-in-one integrated system that works seamlessly with our digital lending platform with e-disclosure and our CRM.
Expense and invoice from anywhere!
Real-time accounting for Loan Activity, Branch Performance, LO Profitability, and Product Sales Performance that removes human error.
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or calling us at 833-564-6366.
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This site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for properties located in the State of New York can be facilitated through this site.