Streamlined quote requests at MortgageCS

Mortgage shopping can be challenging for many reasons. Questions regarding rate competitiveness, determining the integrity of the lender and simply trying to keep it all organized can be enough to drive someone crazy.

Fortunately, MortgageCS resolves these issues. Here is how it all goes down.

Step 1: You create a quote request

Creating a new quote request is quick and informative. Short help videos are available at each step – providing answers to the most common questions and delivering insights to make the entire mortgage process go smoothly. At the end of your quote, you choose if you would like to share your name, phone number and email address.

Step 2: Loan officers respond

When loan officers receive your quote request, they get to work building custom responses.  You’ll gain a full picture of the available loan options, the personality of each loan originator and what you could expect during the loan process.  Here is what each loan originator can include in their reply:

  • Loan offers: The loan programs you requested – assuming you qualify – are provided. Amongst other terms, you’ll see the interest rate, bank fees, loan amounts and monthly payments for each program. Loan originators can also include proprietary programs that may better accomplish your goals. This gives you a full understanding of the loan options available without the hassle of putting pen to paper or being a mortgage expert.
  • A written message: Important details, some of which may be vital for your particular loan program, can be added in a written message. Helpful tips and additional points can also be included, ensuring you are set up for success early on.
  • Attachments: Documents, such as loan disclosures, product highlight sheets or checklists, can be included for your review. This can facilitate learning and expedite the decision making process.
  • A voice message: Gaining insights into a loan officer’s personality is easy when they provide a helpful and informative voice message. This message is available alongside any written message or offers provided by a loan originator.  

Step 3: You evaluate and decide

As each offer is received, it is added to your quote dashboard for easy evaluation. Questions and further communication is possible by using a sleek messaging system included right on the site. If a few days go by and you need rate updates, that is easy too.  You can request a Rate Refresh, which allows loan officers to send new offers – ensuring you stay up to date on your options.

The process of requesting a new quote at MortgageCS was intentionally designed to deliver efficiency and value – so don’t miss an opportunity to take advantage of this great service.  Contact your financial advisor today for access!

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