◦ MORTGAGE BROKERS SOLUTION 7

Deliver Instant Mortgage Quotes


Client Frustration

62% of mortgage applicants are frustrated by delays in receiving mortgage quotes and closing costs. (Mortgage Professional America)

Lost Business

47% of borrowers abandon mortgage applications if they don’t receive timely quotes. (Federal Housing Finance Agency)

Competitive Edge

30% of brokers lose clients to competitors because of delays in providing quotes. (Consumer Financial Protection Bureau)

Automated Quoting System

  • Provides real-time mortgage rates and closing cost estimates.
  • Minimizes delays in providing quotes to clients.
  • Improves client satisfaction with fast responses.

Instant Quote Generation

  • Generates detailed quotes with just a few clicks.
  • Includes mortgage rates, fees, and closing cost estimates.
  • Ensures clients receive accurate information promptly.

Customizable Quoting Templates

  • Offers customizable quote templates for different loan types.
  • Provides clear and concise quotes specific to each client’s needs.
  • Simplifies the quoting process for brokers.

Real-Time Rate Updates

  • Integrates with rate databases to provide up-to-date information.
  • Ensures clients receive the most accurate mortgage rates.
  • Reduces the risk of discrepancies in quotes.

Automated Follow-Ups on Quotes

  • Automatically follows up with clients after delivering quotes.
  • Keeps the conversation moving forward towards closing.
  • Encourages clients to take the next steps after receiving quotes.

Softcopy of Quotes and Invoices

  • Generates softcopy quotes and invoices for easy sharing.
  • Provides clients with digital versions for review and approval.
  • Simplifies the process of sending, reviewing, and approving quotes.

Multiple Payment Options and Credit Card Storage

  • Securely stores multiple payment options for clients.
  • Facilitates seamless payments for mortgage services.
  • Enhances convenience and client satisfaction with stored payment details.