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What is PerfectLO?

The developers behind PerfectLO identified a significant gap in the efficiency of the mortgage application initiation. Utilizing their extensive knowledge of the sector, they crafted an all-encompassing, interactive questionnaire that intelligently and effectively asks crucial questions. This groundbreaking solution tackles the common problem of inaccuracies in loan applications that arise from assumptions or inadequate information collection. Moreover, it eliminates unnecessary credit checks and saves valuable time and resources on loan applications that are unlikely to succeed. Additionally, it resolves the issue of missed questions which could lead to extra documentation requests. PerfectLO, a cloud-based mortgage software, expertly addresses one of the key hurdles in the loan application process: the challenge of providing the comprehensive information necessary to accurately represent a Borrower's entire financial situation, thereby facilitating a smoother and more dependable experience for all parties involved. By streamlining the information-gathering phase, PerfectLO not only simplifies the application process but also enhances the overall efficiency of mortgage lending.

What is LoanStacker?

LoanStacker guarantees that users cannot proceed with loan shipments until all required documents are meticulously organized in the correct sequence. This platform enables immediate responses to client inquiries, eliminating the need to take messages and subsequently hunt for necessary files. The reliance on manual document naming for scanning solutions can extend the time needed to process mortgage loan files by more than five times. The advantages of efficiency become even more evident with the integration of OCR technology, which functions automatically in the background. With the capability to send documents electronically in an instant, businesses can greatly minimize costs related to FedEx/UPS, fax services, and the manual efforts involved in preparing envelopes and labels. Consequently, typical clients can handle up to 50% more loans with their current staff after implementing LoanStacker, leading to enhanced productivity and optimized operations. This innovative system not only refines workflow but also significantly boosts customer satisfaction by providing faster service delivery, ensuring that clients feel valued and well-supported throughout the loan process. Ultimately, LoanStacker's impact resonates through improved efficiency and a more responsive service environment.

Media

Media

Integrations Supported

Microsoft Azure

Integrations Supported

Microsoft Azure

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PerfectLO

Date Founded

2015

Company Location

United States

Company Website

www.perfectlo.com

Company Facts

Organization Name

Simple Software

Date Founded

1999

Company Location

United States

Company Website

www.loanstacker.com

Categories and Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

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

Categories and Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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