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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 mloflo?

By merging a successful framework for mortgage business development with cutting-edge technology, mloflo emerges as a unique CRM tailored for the mortgage industry. It not only boosts operational efficiency but also offers precise strategies aimed at enhancing referrals and nurturing your professional connections. If you're facing challenges in establishing and committing to your business goals, mloflo provides customized and proven targets for success. While setting goals is crucial, understanding the daily steps required to push your business forward is equally vital. We provide you with actionable checklists and strategies that have yielded success for countless mortgage professionals. Moreover, you can track your business's performance against essential metrics in real-time, gaining valuable insights into effective strategies and necessary next steps. Utilizing mloflo empowers you to maintain consistent growth and agility in a constantly changing marketplace, ensuring that you stay ahead of the competition. Ultimately, with mloflo, you are not just managing your business; you are strategically evolving it to meet future demands.

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$69.99 per month
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

mloflo

Date Founded

2022

Company Location

United States

Company Website

mloflo.com

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

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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