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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PerfectLO logo
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83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description PerfectLO is a cloud-based mortgage loan software designed to simplify and expedite the loan application process. This interactive, easy-to-use software allows Borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop. Loan Originators are able to fully understand a Borrower's mortgage needs and risk, without triggering TRID. Document Center for securely downloading and uploading documents between the Borrower and LO. A custom URL is created for Companies to embed into their website where Borrowers have an option to choose the Loan Originator they want to work with. Read more Pre-Approve Me is an online-based Loan Origination Software. Update the app logo and colors to meet your company's branding requirements. Supports branching structure, DBAs, and more. Corporate Compliance and Disclaimers settings ensure that you have total control over what is displayed, and which features are available. Control compliance at the corporate, regional, branch, or even loan officer level. Unlike other, more basic status update platforms, the Milestones system allows you to make all kinds of customizations from the message of an email or text to the creation of personalized voicemails. Read more
Pricing Options
  • Free Trial Not Available
  • PerfectLO Offers Custom plan.
  • Free Trial Available
  • Pre-Approve Me Offers Custom plan.
SW Score & Breakdown

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    60%
  • Momentum
    64%
  • Popularity
    68%

83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    81%
  • Reviews
    72%
  • Momentum
    60%
  • Popularity
    68%

Features

Total Features
3 Features
4 Features
Common Features for All
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    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
    e-Signature Electronic Signatures help users to sign their digital documents remotely
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    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
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    5/5 9 user ratings
    5/5 4 user ratings
    Rating Distribution
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • PerfectLO Offers Custom plan.
    • Free Trial Available
    • Pre-Approve Me Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    PerfectLO Custom

    Pre-Approve Me Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail Not Available

    Vendor information

    Company Details Located in: Portsmouth, New Hampshire Located in: Wilsonville, Oregon
    Contact Details

    800-277-1687

    https://www.perfectlo.com/

    (877) 527-5351

    https://www.preapprovemeapp.com/

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