INDEPENDENT MORTGAGE BANK SOLUTIONS

Consolidate Your Mortgage Tools.

Made by Loan Officers, for Loan Officers

Easy Adoption

Proactive Relationship Management

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One Solution for the Entire Mortgage Process

Prioritize Relationships, Centralize Your Tech Stack, and Adopt One Process

In the highly competitive landscape of mortgage lending, independent mortgage banks (IMBs) must navigate unique challenges to maintain their edge. Mortgage365 is designed specifically to empower IMBs by streamlining workflows, enhancing loan originator (LO) efficiency, and unifying multiple platforms into one cohesive, easy-to-use system.

Proactive Relationship Management

Put Your Borrowers First.

Building and maintaining strong borrower relationships is the cornerstone of your business. Mortgage365 empowers loan originators with tools for proactive relationship management like activity tiles, automated outreach, and detailed loan history to help not only retain borrowers, but give them a great experience.

Track Your Referrals

Strengthen Your Partnerships with Realtors.

Realtor referrals are a vital source of business for independent mortgage banks, and effectively managing these relationships can significantly impact your success. Mortgage365 makes tracking these referrals easier than ever by associating Realtor records with loans they referred, and keeps tabs on who is sending you the most business so you can focus your time and energy on the relationships that matter most.

Integration and Automation

Streamline Your Operations.

Mortgage365 was designed to integrate seamlessly with the tools you already use and depend on day in and day out. The only difference is now you can access them all from one single platform, saving you time and energy, and allowing tracking from lead to close. With Mortgage365, you can implement one process from the start.