What Loan Origination Systems (LOS) are supported?
Arive: Arive provides an all-in-one broker platform, simplifying the mortgage process by consolidating multiple functionalities into a single platform. From point-of-sale to closing, Arive helps us manage the entire mortgage lifecycle efficiently.
LendingPad: LendingPad offers a cloud-native LOS that emphasizes speed, efficiency, and user experience. Its unique, collaborative platform accelerates the loan process, fostering effective communication between our team members and clients.
Which CRM currently supports the embed?
As of now, the only Customer Relationship Management (CRM) system that supports the embed is FollowUpBoss. We continuously work to expand our integrations and support for other platforms, so please stay tuned for any updates. If you have further questions or need assistance with the FollowUpBoss integration, please don't hesitate to contact us.
What kind of data is shared between Loan Officer and Realtor?
Client Details: Basic information like name, contact details, and other pertinent client data.
Loan Application Status: Updates on where a client is in the mortgage application process.
Document Status Updates: Indications of which documents have been received, are pending, or are required.
Loan Types & Details: Information on the type of mortgage products the client is considering or has been approved for.
Key Dates: Important dates such as loan application submission, approval, and closing.
Task Updates: Information on tasks or actions that need to be taken either by the Realtor or by the client.
Notifications: Any alerts or important updates that the loan officer feels the Realtor should be aware of.
What are the pricing plans for the Application?
We are currently in the Beta phase and are excited to offer the application at no cost ($0).
Can I cancel my subscription?
Yes, you can cancel your subscription at any time. If you have any feedback or concerns, please let us know so we can assist you further.
What level of support is provided?
We offer comprehensive support for all our users to ensure a smooth experience with our application. In addition to addressing any technical or usage queries, we also provide onboarding and setup services to help you get started seamlessly.
.png)