The Most Efficient

Digital Point of Sales Software

Customizable questions, rules, checklist, upload options and more

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Built for you

PerfectLO has pre-built questionnaires with workflows to fit all of your specific companies needs.

Mortgage Brokers & Bankers

Banks

Credit Unions

“NOT YOUR TYPICAL FILL IN THE BLANK 1003”
The founders of PerfectLO knew there was a better way to initiate the mortgage process. They used their extensive industry knowledge to construct a detailed, interactive questionnaire that systematically and intelligently asks all the right questions. No more inaccurate loan applications due to assumptions or inadequate fact-finding. No more unnecessary credit pulls or wasted time and money on loans that will never be closed. No more missed questions that require additional documentation.

The result is a simplified and streamlined process that leads to clean and accurate approvals.

Intelligent Interactive

MORTGAGE QUESTIONNAIRE

PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process: failure to provide the detailed information to complete a Borrower’s true profile.

This interactive questionnaire assumes nothing and fact finds every detail known to loan kind. It provides a detailed document checklist to the borrower based on their answers, imports into your current LOS system, provides text/email notifications, an easy-to-read document for the LO with all of the borrower’s answers and a Document Center for securely downloading and uploading documents between the Borrower and LO.

Efficient Loan Processing

  • This interactive, easy-to-use software allows Borrowers to complete the in-depth loan questionnaire at their convenience on any mobile device or desktop.
  • The Originator can also interview the Borrower “Live” while following the systematic, foolproof process.
  • Loan Originators are able to fully understand a Borrower’s mortgage needs and risk, without triggering TRID.
  • PerfectLO provides a summary of key information to Loan Originators and exports the results into their Loan Origination Software (LOS).

Faster closing & More Satisfied Borrowers

  • PerfectLO provides Borrowers with a checklist of documentation that is needed based on their answers.
  • It removes the inefficient back-and-forth between the Loan Originator, the Processor, the Underwriter, and the Borrower.
  • Document Center for securely downloading and uploading documents between the Borrower and LO.

Customized For You

  • White labeling allows the header and footer to be customized at the Company and Loan Originator level.
  • A unique link is created for each Loan Originator to attach to their email signature, social media pages, etc. which brings the Borrower directly to the LO’s portal.
  • 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.
  • Email/Text notifications are sent to the Loan Originator when the Borrower starts their questionnaire and again when they submit it.

Document Center

  • Customize your borrowers document checklist with a welcome and/or closing paragraph, add reminders, any other pertinent information.
  • Customize an email automatically sent from you to your borrowers when they complete a question and add the document checklist with a link to your Document Center, if you’d like.
  • The Document Center lists all the documents needed from the borrowers answers and allows them to securely upload those documents.
  • The Document Center allows the LO to upload any document for the borrower to review and sign.

Multi-Language

  • Borrowers can complete the questionnaire and receive the checklist in their preferred language set by their browser settings.
  • The Loan Originator views the questionnaire, the checklist, and the results summary in English.

Produce Better Results

PerfectLO’s simplified process saves you money from unnecessary credit pulls and wasting time working to resolve issues you should have never seen. It prevents inaccurate loan applications and produces happy clients all while creating lifelong accounts without triggering TRID, if you wish. You also own ANY and ALL your data from when a borrower starts the process and can also take your pipeline with you.

Highly Secure Platform

  • PerfectLO is a cloud-based software exceeding today’s information security standards.
  • Data is encrypted and automatically backed up, ensuring information is secure and never lost.
  • PerfectLO has a team of experts available for all technical support.

Trusted by Top Lenders

David Shapard

Excellent product and support! Highly recommended.

Jazmine Glasgow

Using PerfectLO has CHANGED OUR ENTIRE BUSINESS !! We have been able to speed up our process, polish our experience, and grow two fold in under a year, mainly thanks to this ONE change. The PerfectLO team has been so responsive and helpful. Always so flexible and accommodating. I cannot recommend highly enough!

Dan Findrick

We started using PerfectLO in 2018 and have never looked back. SUCH a great service for our clients and for us!

Kandace Lainhart

We use PerfectLO for our mortgage applications and I love it! It automatically pulls a soft credit pull so we know immediately what we are working with. The system is very user friendly and sends reminders to the borrower for documents needed. I’m always looking for time-saving techniques and this has definitely helped. I’ve used several other programs, but this is the easiest to use. And they always IMMEDIATELY respond when I reach out to them. Customer service could not be better!

Zack Mourad

PerfectLO makes my job a whole lot easier! My processor loves it more than I do! Must have for any LO

Ines Perez

I have been using PerfectLO as a success tool since 2017. This service has saved me time, is friendly to software system and is user friendly for my clients. I receive instant notification which allows me to provide quick response and accuracy from the client to review with them. It alerts them to gather documents and the document center allows secured uploads for the clients. This has helped streamline my process and increase my production!!!! And it works in Spanish 🙂 I recommend Perfect LO to any Loan Officer out there!

Chad Mullenix

PerfectLO is great to work with, always available and the application system is great. I highly recommend this system over others in the market.

Yasmin Martin

PerfectLO and their team are awesome! If you’re looking for a user-friendly application questionnaire that’s fully integrated with LendingPad, this app is fantastic. You won’t have to worry about manually transferring files or documents. The pricing is very reasonable, with no setup fees. It also follows up automatically with borrowers for documents, and the soft credit pulls save you a lot of money! It’s a game changer!