Do you like to manually gather mortgage application information?
I hope not...
One of the common occurrences mortgage originators run into is gathering all the necessary information from a potential borrower. This can range from basic contact and loan scenario information up to a full mortgage application.
What if I were to tell you there is an easier way?
Would it be worth exploring that option?
What if this same option was something you already have as part of your current technology?
I understand the daily struggles and manual processes operation and production managers want to eliminate. That’s why Mortech has developed the Connect feature as a part of the new MarksmanLMP.
I’ve had too many conversations with originators that force borrowers to either:
- Print off a PDF from their website and return to them via email or worse yet, send them a hard copy through mail.
- Visit their website to submit an application that generates a duplicate file in their Lead Management System, Loan Origination System or Point of Sale System.
- Communicate information over the phone from the borrower on a notepad, bar napkin, or some other method that’s not electronic and will need to be re-entered manually into your tracking system.
Next time you engage with a borrower and need more information, try sending them the Connect invite from MarksmanLMP. After they accept your invitation through their email, you and the borrower can work on the mortgage application together. If the borrower can't do it on the spot, they can login to Connect at any time and add to their information. Plus, it’ll track their progress in MarksmanLMP so you can see their changes.
We’ve already given you one more tool to close more loans efficiently, you might as well use it...it’s paid for!
If you want to make your life easier and get started on Connect, feel free to contact me.
Director of Operations
Photo Courtesy of katerha