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What is myView?

UniTrust has launched the groundbreaking myView platform, designed to simplify mortgage administration and advisory functions, enabling you to focus more on your clients while alleviating administrative challenges. This innovation translates to improved efficiency in handling mortgage-related responsibilities. The myView platform incorporates myView MidOffice, which allows users to manage the complete administrative process from the initial mortgage application to the final signing at the notary. This comprehensive system offers an in-depth view of your case, streamlines the creation of digital files for essential documents, and provides real-time updates along with communication tools (whether through HDN or other means) for all parties involved—including clients, companies, financial advisors, service providers, and civil-law notaries. Furthermore, it covers associated mortgage products like risk insurance, bank guarantees, and property valuations, ensuring that they are meticulously tracked within the mortgage file. In essence, myView MidOffice not only delivers a clear and transparent mortgage dossier but also automates the tracking of all relevant timelines for your file, significantly boosting overall workflow efficiency. As a result, users can expect a more organized approach to mortgage management, allowing for better client engagement and satisfaction.

What is WebMax START?

START is an innovative point-of-sale software that synchronizes with online platforms and data sources in real-time, providing a seamless experience for both home buyers and lenders. WebMax presents a robust website provisioning solution specifically designed for mortgage companies, allowing them to efficiently oversee corporate, branch, loan officer, DBA, and partner/affinity websites. This system prioritizes the creation of lead-generating mortgage websites equipped with prequalification options and 1003 applications, which integrate smoothly with specialized Customer Relationship Management (CRM) systems, Loan Origination systems, pricing tools, Decision Engines, and various third-party applications. Loan officers and brokers can leverage this system to boost their online lead generation and enhance their conversion rates significantly. Additionally, companies have the option to either select from pre-designed WebMax templates or submit their own design files for development under the MortgageWare Solution framework. This adaptable strategy not only empowers mortgage professionals to elevate their online presence but also streamlines their operational workflows effectively. By integrating these advanced tools, mortgage companies can position themselves more competitively in the digital landscape.

Media

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Media

Integrations Supported

FormFree

Integrations Supported

FormFree

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

UniTrust

Date Founded

2005

Company Location

Netherlands

Company Website

unitrust.nl/

Company Facts

Organization Name

WebMax

Date Founded

2015

Company Location

United States

Company Website

webmaxco.com/point-of-sale/

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and 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

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