Mortgage Banking Industry Solutions
Broker Portal
Portellus' Broker Portal solution extends critical deal-making information to the point-of-sale in real-time so your broker network can quickly say "YES" to borrowers with confidence and accuracy at the point-of-sale - the first time. Brokers are aligning themselves with the lenders that not only have the best products, but also the best service and technology to help them sell smarter, not harder. Portellus' easy-to-use Broker Portal creates a positive experience that cultivates strong broker relationships, making you a preferred lender.
The Broker Portal works in conjunction with Portellus' Business Rules Management System (BRMS) to instantly deliver product eligibility, up-to-date pricing, and automated underwriting approvals to the point-of-sale. The solution integrates with any LOS, legacy system or third party service provider.
And it’s no longer enough to offer your broker pricing and pre-qualification – the wholesale channel has evolved into a highly service-centric business centered on making the broker’s job easier and helping them close more loans faster. As a result, lenders must go above and beyond to help brokers. To help our clients, Portellus’ Broker Portal not only offers powerful decisioning, but also functionality such as sophisticated, credit/debt management tools that allow brokers to play a consultative role with borrowers by allowing them to pull or re-pull credit from multiple credit providers, and then manage borrower trade lines by paying down or paying off debt to achieve the best-fit program and pricing. Additionally, side-by-side comparisons are delivered with full explanation as to why a borrower did or did not qualify for a product. Brokers have up-to-date visibility of their entire pipeline, easy access to loan status, and automated underwriting (AU) approvals including conditions and exceptions. Smart brokers need and demand an arsenal of tools to help them close the borrower.
Portellus’ Broker Portal solution establishes broker loyalty, increases your pull-through rate and reduces the number of basis points to originate a loan. By instantly returning accurate products and pricing, you’ll win more business.
The lenders who can deliver an overall positive experience for both brokers and borrowers will the first choice ‘go-to’ lender for brokers, resulting in lender growth.
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