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features
design
support

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Description

The creators of PerfectLO recognized the need for a more effective method to kickstart the mortgage application process. Leveraging their deep expertise in the industry, they developed a comprehensive, interactive questionnaire that efficiently and intelligently poses essential questions. This innovation eliminates the issue of inaccurate loan applications stemming from assumptions or insufficient information gathering. It also eradicates the need for unnecessary credit inquiries and prevents the squandering of time and resources on loans that are unlikely to close. Additionally, it addresses the problem of overlooked questions that could lead to further documentation requests. PerfectLO, a cloud-based mortgage software, effectively tackles one of the primary challenges in the loan application journey: the inability to furnish the detailed information required to accurately portray a Borrower’s complete financial profile, ensuring a smoother and more reliable process for all involved.

Description

Challenges are prevalent within organizations. A significant portion of our corporate email activity revolves around identifying, assigning, investigating, and resolving these challenges. These issues may arise from exceptions like customer feedback or software glitches, as well as from action items assigned during weekly meetings, or during brainstorming sessions where potential solutions are discussed and require further exploration. Traditional issue management methods, such as emails and Excel spreadsheets, while user-friendly, pose difficulties in tracking issues as they shift between various individuals for investigation, often leading to them being overlooked until someone raises a concern, sparking a reactive crisis management response. Moreover, management personnel tasked with delegating and resolving these issues often find themselves dedicating substantial time to follow-ups and reminders to ascertain the current status of the issues they have initiated. This inefficiency can hinder productivity and lead to frustration among team members.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure Yes 

Integrations

Microsoft Azure No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PerfectLO

Founded

2015

Country

United States

Website

www.perfectlo.com

Vendor Details

Company Name

TransBit Technologies Software

Founded

2007

Country

India

Website

www.tbitsglobal.com

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans No 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans Yes 
Customer Database No 
Fee Management No 
Investor Management No 
Loan Processing Yes 
Student Loans No 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Product Features

Issue Tracking

Assignment Management No 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing No 
Issue Scheduling Yes 
Knowledge Base No 
Project Management Yes 
Recurring Issues No 
Scheduling No 
Task Management Yes 

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Alternatives

Alternatives

Software Issue Manager Reviews

Software Issue Manager

eMarket Design