Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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