Home/Loan Origination Software/MortgageCoach vs ATLOSUpdated on: March 28, 2024

Compare MortgageCoach vs ATLOS

85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
80% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Visit Website

Visit Website

ADD PRODUCT
85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
80% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Visit Website

Visit Website

Overview

Summary

MortgageCoach help banks to turn borrower education into a competitive advantage. It comes loaded with a suite of mobile and enterprise applications capable enough to enhance the conversation between mortgage professionals, borrowers and realtors. Thus allowing them to make confident decisions accordingly. Organisations can depend on the particular software to provide clearly illustrated financial charts and mortgage options to their clients. They can also include live updates or video narration on the go, ensuring informed decision making. For companies, MortgageCoach turns out to be of great help as it provides relevant support with conversions, in recapturing pre-existing clients and in deepening realtor relationships. Regarding profitability, the software can be relied upon to reduce shopping rates, preserve margins and reduce price exceptions. For the processing part, inbuilt functionalities include workflow streamlining, real-time updates, interactive Q&A, delivery compliant services and more. Multi-channel alerts, presentation co-branding, exclusive digital experience delivery and information sharing via text/email are of great help. MortgageCoach’s inbuilt customisation facilities can be vouched upon to generate custom presentations, add personalised videos and promote individual brands. ..show more

ATLOS is a web-based loan software used by lenders to collect, store, and share loan data and documents electronically. Easily customize the web forms to store any type of loan data in your own personal ATLOS database. Data stored within ATLOS can be used to fill PDF forms, drive rules, and more. The clients choose ATLOS for its robust feature set, ease of use, along the ability to customize the software and control user access. Users can share a loan folder with anyone and give them direct access to upload their own documents. ..show more

Features

Audit Trail A record of changes made in chronological order of a user or activity

Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting

Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required

Collaboration Helps you safely share data with only those who matter and enhances your teamwork

Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Custom Workflows Facility to create workflows with custom stages, process, and status.

Document Management Ability to store and manage various information and documents in electronic format.

Mobile Access Allows accessing the software and product/service related information from a mobile device

Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

e-Signature Electronic Signatures help users to sign their digital documents remotely

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Irvine, California / (800) 951-2696

Baton Rouge, Louisiana

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

MortgageCoach
Custom

Features

  • On-the-go Presentations
  • Instant Alerts
  • Graphs & Video
  • Personal Info
  • Shareable
  • Production
  • Promotion
  • Personalization
View Price Page
Starter
$60 /Month

Features

  • 10 GB Storage Space
  • 1-3 Users
  • Email Support
  • Data Security + Backups
  • Web Form Builder (unlimited)
  • Document Viewing and Editing
  • Send Secure Fax (.10 per page)
  • 1 Unique Email Address
  • Fill PDF Templates (unlimited)
  • Document Sharing (unlimited)
  • Send Secure Email (unlimited)
  • 1 Unique E-Fax Number
Basic
$150 /Month

Features

  • 30 GB Storage Space
  • 1-10 Users
  • Email Support
  • Data Security + Backups
  • Web Form Builder (unlimited)
  • Document Viewing and Editing
  • Send Secure Fax (.10 per page)
  • 1 Unique Email Address
  • Fill PDF Templates (unlimited)
  • Document Sharing (unlimited)
  • Send Secure Email (unlimited)
  • 1 Unique E-Fax Number
Premium
$300 /Month

Features

  • 60 GB Storage Space
  • 1-25 Users
  • Phone + Email Support
  • Data Security + Backups
  • Web Form Builder (unlimited)
  • Document Viewing and Editing
  • Send Secure Fax (.10 per page)
  • 1 Unique Email Address
  • Fill PDF Templates (unlimited)
  • Document Sharing (unlimited)
  • Send Secure Email (unlimited)
  • 1 Unique E-Fax Number
Enterprise
Custom

Features

  • Quoted Storage Pricing
  • Unlimited Users
  • Phone + Email Support
  • Data Security + Backups
  • Web Form Builder (unlimited)
  • Document Viewing and Editing
  • Send Secure Fax (.10 per page)
  • 1 Unique Email Address
  • Fill PDF Templates (unlimited)
  • Document Sharing (unlimited)
  • Send Secure Email (unlimited)
  • 1 Unique E-Fax Number
View Price Page

SCREENSHOTS

MortgageCoach Screenshots
View 2 screenshot(s)
ATLOS Screenshots

ALTERNATIVES

Top alternatives to MortgageCoach

Floify
Floify
LendingPad
LendingPad
TurnKey Lender
TurnKey Lender
CreditCore
CreditCore
LendFoundry
LendFoundry

Top alternatives to ATLOS

Xoxoday Compass
Xoxoday Compass
Atlas Chiropractic
Atlas Chiropractic
Axis
Axis
Map Business Online
Map Business Online
Floify
Floify