Streamlining productivity is important for any business that wants to grow to its full potential, especially in the mortgage industry. The more loans you close, the more revenue you bring in — it’s as simple as that. Investing in the right mortgage processing technology and support is one of the best ways to make your team more efficient.
Here are four features of the wemlo platform that can help you to streamline the mortgage loan process and manage bigger pipelines.
1. Track Your Loans From Lead to Processing
The wemlo broker dashboard gives you a full view of your pipeline so you can keep track of leads and current borrowers. You can find the leads and in-processing widgets that display this information on the right side.
Once you or your mortgage loan originators (MLOs) submit a lead for processing through our platform, you will see that contact move from your leads area to the in-processing section, where each borrower is listed. Notifications will pop up as applicable and all you have to do is click on them to respond to any messages as well as approve or reject any loan estimates generated on our platform. You can also dig deeper into any loan by clicking the borrower’s name. Each borrower has an in-processing page that displays a wealth of information, from the loan history to pending conditions and communications.
2. Use the Scenario Help Desk
The Scenario Help Desk helps brokers and MLOs solve difficult problems on more complex deals. Instead of sending a separate message to all of your lenders, save time by selecting which lenders you want to communicate with inside the tool and send each of them a personalized message with whatever questions you might have.
All of the lender account executives you choose to send a message to will receive a notification.
3. Get Support with weHelp
Just about everyone needs a little help from time to time. That’s why we created weHelp. Let’s say you have an escalation you need some extra help with. Simply click on weHelp, located on the broker dashboard. After entering the information for the borrower and the problem you need help with, click submit. Someone from our experienced team will contact you in short order to work through the problem with you.
4. Connect all Parties with the Borrower Portal
Secure and easy to use, wemlo’s borrower portal connects the borrower, processor, and mortgage broker. Need some documents from your borrower? You can request them right from this portal and your borrower can rest assured that the information they upload will remain confidential and secure.
You can also communicate with your borrower directly through the borrower portal to keep the mortgage process moving forward.
Want to Learn More about Our Mortgage Processing Technology?
Set up for a demo today to see how wemlo can help make your brokerage more efficient.
