Financial Advisors: Finding value in MortgageCS

The past few months at MortgageCS have been an incredible blur. In addition to wrapping up the initial product development cycle for launch, we spent a great deal of time on the road, presenting MortgageCS to financial advising organizations. Presentations were given to large mutual insurance companies as well as smaller, more independent, advising teams.  

Over the course of these meetings, financial advisors shared how the various components of the platform support their business better than the status quo. Here are two of the more common responses we have heard:

Streamlined mortgage shopping saves time and eliminates the hassle

Creating and sending a mortgage quote request to 5 validated loan officers takes less time than a single phone call. MortgageCS allows users to protect their personal contact information, refresh a quote request with a single click (for those that need a pre-qual prior to buying a home), and provides ratings and performance metrics for loan officer selection. Also, comparing offers is faster and easier because all offers are collected in one spot. Financial advisors with a strategic relationship can include their known originators too – allowing all involved to benefit from a more efficient process.

Monitoring rates across an entire platform exposes money saving opportunities that were previously hidden

Creating a rate monitor at MortgageCS is more dependable than any manual process of checking interest rates. Rate monitors at MortgageCS work around the clock by comparing the target criteria to each new offer provided to any quote request across the entire platform. Rather than a single bank or lender offering a rate watch service, MortgageCS provides real-time monitoring of offers from an entire market for comparison. Superior data and an efficient process provides for superior results at MortgageCS!

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