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Average Ratings 0 Ratings
Description
Moso offers Brokers and Loan Originators tailored websites, online application creation, rate notifications, a borrower portal, a CRM system, and a cloud-based document management solution, all at a competitive cost. As a Broker, you benefit from having a dedicated website to connect with clients and generate new leads. In under five minutes, borrowers can complete online applications and upload necessary documents directly to you. They are also provided with accounts to modify applications, submit additional documents, and maintain communication with you throughout the loan process. You can create personalized mailing lists and send targeted emails to borrowers for special occasions like birthdays, holidays, and loan anniversaries, enhancing client engagement. Additionally, both borrowers and Mortgage Loan Originators can set up alerts for scheduled or immediate notifications. The cloud-based document management system facilitates online tracking, organization, and storage of important documents. Furthermore, borrowers and MLOs have access to real-time, personalized quotes featuring competitive rates from leading lenders, ensuring they get the best possible deals. This comprehensive suite of tools not only streamlines the lending process but also improves customer satisfaction and retention.
Description
TrustEngine's Borrower Intelligence Platform empowers lenders to enhance the number of loan applications they receive, foster customer loyalty, and improve borrower retention rates. Additionally, this innovative solution streamlines the lending process, making it more efficient for both lenders and borrowers alike.
API Access
Has API
API Access
Has API
Integrations
BNTouch Mortgage CRM
ClosingCorp
Experience.com
HomeBinder
Homebot
Jungo Mortgage CRM
LodeStar
MortgageFlex
Sales Boomerang
Surefire CRM
Integrations
BNTouch Mortgage CRM
ClosingCorp
Experience.com
HomeBinder
Homebot
Jungo Mortgage CRM
LodeStar
MortgageFlex
Sales Boomerang
Surefire CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Moso Software
Founded
2016
Country
United States
Website
www.moso.com
Vendor Details
Company Name
TrustEngine
Founded
2017
Country
United States
Website
trustengine.com
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages