Mortgagebot - Lending solution

by FinastraMicrosoft 365Paid

Supports mortgage lending with loan origination, post-closing, secondary marketing, document imaging, and online applications.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYLegal & Compliance
UPDATED ON MARKETPLACE
Mortgagebot - Lending solution — screenshot from the Microsoft Marketplace listing

What it does

Provides a web-based loan origination system for retail, wholesale, and correspondent mortgage lending. MortgagebotLOS covers processing through closing, post-closing activities, secondary marketing searches, and document imaging. Originate Mortgagebot accepts applications through internet, branch, call center, and loan officer channels.

Key capabilities

from the Microsoft Marketplace listing

Loan origination workflow

Supports processing through closing with groups for processors, underwriters, and closers, automated email notifications, and a live view of loan documents.

Post-closing functions

Includes funding, collateral tracking, shipping, insuring, guaranteeing, trades, interim servicing, and accounting.

Secondary marketing searches

Uses borrower information to identify qualifying and disqualifying products and provides reasons for disqualification.

Document imaging

Manages loan files and electronic documents without paper files.

Multi-channel applications

Accepts applications through consumer-direct internet, branch, call center, and professional loan officer channels.

Online application access

Allows applicants to explore rates, fees, and products, complete applications, receive approvals, and access online disclosures through the internet.

Use cases

  • Financial institutions can manage mortgage loans from processing through closing and continue with funding, collateral, shipping, servicing, and accounting activities.
  • Borrowers can start an application through one listed point-of-sale channel and continue through another.

Who it's for

The listing names financial institutions, lenders, processors, underwriters, closers, and professional loan officers.

In the catalog

497 plugins in Legal & Compliance

Price distribution: 16 free, 20 freemium, 233 paid, 228 price not published

Pricing & deployment

Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Mortgagebot - solutions to move your lending forward The Mortgagebot platform automatically address compliance issues, while delivering enhanced borrower satisfaction, increased productivity and greater market share. MortgagebotLOS MortgagebotLOS is an all-in-one loan origination system that supports retail, wholesale …»

Official marketplace listing

Publisher
Finastra
Updated on marketplace
Facts verified

Tags

mortgagelendingconsumermortgagebotsolution