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$50 /month/MLO Seat
$540 /year
Team Member
$50
Our Team Members play diverse roles, including Processors, Loan Officer Assistants (LOAs), Admins, Managers, Setup Specialists, and other essential positions. They can be automatically assigned or unassigned to loan files based on pipeline statuses. Multiple team members can be assigned to the same loan file, facilitating easier communication, task management, and collaboration.
Non-Producing Admin
$50
An Admin Seat has the authority to edit corporate information, access all loans, view and modify all LO’s pipelines and more.
Premium Set-up & Training
$100 per LO ($500 minimum)
If you require assistance or lack the time to set up your account, we provide a Premium Set-up service priced per user with a minimum of five users. This comes with two hours of training for your team.
$75 /month/MLO Seat
$810 /year
Includes PreApp 1003 Features and:
Team Member
$50
Our Team Members play diverse roles, including Processors, Loan Officer Assistants (LOAs), Admins, Managers, Setup Specialists, and other essential positions. They can be automatically assigned or unassigned to loan files based on pipeline statuses. Multiple team members can be assigned to the same loan file, facilitating easier communication, task management, and collaboration.
Non-Producing Admin
$50
An Admin Seat has the authority to edit corporate information, access all loans, view and modify all LO’s pipelines and more.
Premium Set-up & Training
$100 per LO ($500 minimum)
If you require assistance or lack the time to set up your account, we provide a Premium Set-up service priced per user with a minimum of five users. This comes with two hours of training for your team.
$150 /month/MLO Seat
$1620 /year
Includes PreApp 1003 Features, PreApp Plus Features, and:
Team Member
$50
Our Team Members play diverse roles, including Processors, Loan Officer Assistants (LOAs), Admins, Managers, Setup Specialists, and other essential positions. They can be automatically assigned or unassigned to loan files based on pipeline statuses. Multiple team members can be assigned to the same loan file, facilitating easier communication, task management, and collaboration.
Non-Producing Admin
$50
An Admin Seat has the authority to edit corporate information, access all loans, view and modify all LO’s pipelines and more.
Premium Set-up & Training
$100 per LO ($500 minimum)
If you require assistance or lack the time to set up your account, we provide a Premium Set-up service priced per user with a minimum of five users. This comes with two hours of training for your team.
Experience the full range of exceptional features within Broker Plus at an incredibly discounted monthly price with an annual commitment.
$99 /month/MLO Seat
$1188 /year
Includes PreApp 1003 Features, PreApp Plus Features, and:
Team Member
$50
Our Team Members play diverse roles, including Processors, Loan Officer Assistants (LOAs), Admins, Managers, Setup Specialists, and other essential positions. They can be automatically assigned or unassigned to loan files based on pipeline statuses. Multiple team members can be assigned to the same loan file, facilitating easier communication, task management, and collaboration.
Non-Producing Admin
$50
An Admin Seat has the authority to edit corporate information, access all loans, view and modify all LO’s pipelines and more.
Premium Set-up & Training
$100 per LO ($500 minimum)
If you require assistance or lack the time to set up your account, we provide a Premium Set-up service priced per user with a minimum of five users. This comes with two hours of training for your team.
| Features | PreApp 1003 | PreApp Plus | Broker Plus | Broker Plus Enterprise |
|---|---|---|---|---|
| POINT OF SALE | ||||
| Digital Mortgage Pre-Applications A unique digital pre-application featuring a tailored landing page with personalized videos to facilitate borrowers' engament with your Loan Originators. PreApp is short and easy to navigate by borrowers. | ||||
| Spanish Mortgage Pre-Applications Reach your native Spanish speaking borrowers by sending your Spanish application link! | ||||
| Branded Pre-Applications Tailor your Pre-Applications to suit your specific needs, whether it's for your corporate account, branch accounts, or individual account customization. | ||||
| Co-Branded Mortgage Pre-Applications Expand your audience and set up co-branded links for your top Relators, Builders or Premoters. | ||||
| Mobile Responsive No need for unreliable apps or software downloads and constant updates. You can originate from anywhere with mobile reception effortlessly. | ||||
| Secure Borrower's Portal Ensure the security of your borrowers' personal information by providing them with their individualized link to upload all required documentation. | ||||
| URLA Current URLA -Uniform Residential Loan Application (Fannie Mae Form 1003): lastest fomat MISMO v3.4 reference model. | ||||
| Credit Agency Integrations Streamline your application process with our credit reporting agency integrations. Initiate, secure, or reissue credit requests for individuals, married applicants, or joint borrowers, whether it's buyer-paid or lender-paid. | ||||
| Authorized Credit Pulls Automated e-consent for credit inquiries sent directly to your borrowers upon application submission. | ||||
| Loan Approval Letters PreApp 1003 offers pre-made prequalified and conditional approval letters that can be easily sent to clients and realtors with just a few clicks. | ||||
| Fee Worksheets Transmit estimated closing costs to your borrowers with a single click. | ||||
| Intuitive Document Manager Enables Loan Officers to personalize document requests, approve or decline submissions, and manually upload documents in case borrowers encounter difficulties. | ||||
| Discounted PMI Quotes (MGIC) Obtain real-time mortgage insurance quotes by simply using your MGIC Master Policy number. | ||||
| Pipeline Overview With multiple pipeline views, your Loan Originators can stay organized, track the progress of loan applicaitons and ensure they meet deadlines. | ||||
| Keyword & Shortcode for Marketing Utilize an exclusive keyword for clients to text and instantlly recieve you application on their device. | ||||
| ADA Compliant We care about all our users and are dedicated to providing an equal online experience. | ||||
| Secure & Compliant PreApp undergoes annaul audits and ongoing safety monitoring to mainain the highest levels of security and compliance. | ||||
| BROKER LOAN ORIGINATION SYSTEM (LOS) | - | |||
| Product & Pricing Engine (PPE) Discover the best pricing options for your borrowers directly within your LOS, all at no additional cost, thanks to the Lender Price pricing engine. | - | |||
| AUS - DU The Automated Underwriter System (AUS), specifically Desktop Underwriter (DU), is a valuable tool that streamlines the mortgage underwriting process, significantly enhancing its speed and efficiency. This system plays a crucial role in ensuring that loans adhere to Fannie Mae's rigorous standards. | - | |||
| AUS - LPA The Automated Underwriter System (AUS), particularly Loan Prospector (LPA), is an invaluable tool that optimizes the mortgage underwriting process, greatly improving its speed and efficiency. This system plays an essential role in ensuring that loans meet Freddie Mac's stringent standards. | - | |||
| NMLS Call Reports Streamline your Mortgage Call Reports (MCR) submissions with PreApp. Generate your NMLS Call Reports XML effortlessly with just a few clicks, simplifying the reporting process. | - | |||
| Intuitive Pipeline Manager It's almost too simple: you can either manually change your loan file status directly from your pipeline or let the system automatically update the status based on predefined criteria. This flexibility makes managing loan statuses a breeze. | - | |||
| Production Analytics Loan Officers have access to monthly loan breakdowns, information on top referral sources, insights into lenders, and a breakdown of loan programs. This data provides valuable information for tracking performance and making informed decisions in the mortgage origination process. | - | |||
| Disclosure Library Conveniently monitor the status of your sent desclosures, including those that have been signed and those awaiting signatures. | - | |||
| Custom Disclosure Builder Within your Broker Plus account, you have the capability to seamlessly create and deliver personalized disclosure documents for either eSignatures or traditional wet signatures. These documents can then be transmitted securely to borrowers through their dedicated and secure portal, ensuring a convenient and safeguarded approach to managing disclosure processes. | - | |||
| Proprietary eSignature Platform Security is paramount, which is why we've developed an integrated eSign system within Broker Plus. You can establish the signing order and grant access to documents for signing: Borrowers have their dedicated secure portal, while Loan Officers (LOs) and Processors can access them through their Broker Plus accounts. This ensures a secure and streamlined eSigning process. | - | |||
| Compliance Triggers Compliance triggers are designed to scan the loan file for potential issues or areas that might need attention to ensure compliance with lending regulations and guidelines. When triggered, these mechanisms generate warnings, notifications, or alerts, drawing the attention of users to specific aspects of the loan file that may require updates or further review. | - | |||
| Processing Tools Internal processing forms allow you to generate forms and verifications directly from your loan file, simplifying and expediting the documentation process. | - | |||
| Robust Task Manager To enhance the efficiency of loan processing, minimize manual efforts, and guarantee timely task completion, create events that trigger tasks and send notifications to your designated team members. | - | |||
| System Reports Account Admins have the capability to utilize Broker Plus's system reports or create custom reports, which can significantly enhance their capacity to make well-informed business decisions. | - | |||
| Lenders Setting up lenders is simple with Broker Plus. We allow you to add Lender's contact information, Account Executive (AE) details, mortgagee clauses, and compensation rates effortlessly, whether you choose to do it in bulk or individually. | - | |||
| Providers From required to shoppable providers, you can save them in your account, enabling easy access and utilization based on the specific requirements of each loan file. | - | |||
| Print Groups While paper printing has become less common in today's digital age, the term "Print Group" is still used to describe the functionality that enables users to group multiple loan-related documents or forms for batch processing or distribution, even if the final output is often in digital format. | - | |||
| Processing Network Access Broker Plus's Processing Network, where brokers can connect with third-party processors who already have external processor seats and are available to provide assistance when needed, ensuring seamless support in urgent situations. | - | |||
| PROPRIETARY CRM | - | - | ||
| Unlimited Contacts Say goodbye to concerns about contact limitations and embrace the flexibility to confidently market to a diverse range of audiences you might not have considered before. | - | - | ||
| Custom Contact Fields Utilizing custom fields enables the execution of precisely targeted marketing campaigns. When you segment your database into groups based on factors like birthdays, past loan history, credit scores, preferences, and more, it becomes a valuable asset for managing borrower relationships, boosting borrower engagement, conducting insightful data analysis, and facilitating informed decision-making. | - | - | ||
| Upload Old LOS Pipelines Retain the data of your past borrowers and proactively engage with your previous Loan Origination System (LOS) pipeline | - | - | ||
| Milestones Activating system milestones is a means of acknowledging notable progress and achievements as a borrower proceeds through the essential stages of obtaining a mortgage, whether it's for a home purchase or refinancing. Importantly, this information is communicated to all parties involved in the process. | - | - | ||
| Marketing Campaigns Marketing campaigns are thoughtfully designed strategies for connecting with your existing and potential borrowers through synchronized email and text communications. Our user-friendly format enables you to craft engaging content with images, videos, and relevant materials effortlessly. | - | - | ||
| Preset Marketing Campaigns Benefit from Broker Plus's pre-made system-provided campaigns, including options for birthdays, holidays, credit challenges, post-closing, and a variety of other tailored campaigns! | - | - | ||
| Email Marketing Email marketing serves as a versatile and budget-friendly tool that your Loan Officers can employ to connect with and cultivate relationships with both existing and prospective borrowers, promote offerings, and sustain ongoing communication. | - | - | 10,000 email credits | Purchase email credits in the CRM |
| Text Marketing Text marketing serves as a powerful tool for engaging prospective borrowers and existing ones, ultimately boosting loan originations and fostering loyalty. To maintain compliance, Broker Plus mandates opt-in engagement. | - | - | 1,000 text credits | Purchase text credtis in the CRM |
| Single or Schedule Campaigns You have the option to either send a one-time, standalone campaign for a specific purpose or set up a scheduled campaign, which entails planning and sending multiple messages over time to engage, inform, or nurture your existing and potential borrowers. | - | - | ||
| Drip Campaigns Deliver your emails or texts gradually, like drops of water, to nurture leads, engage customers and achieve your marketing goals. | - | - | ||
| Media Gallergy Effortlessly generate and save personalized videos and images while also accessing Broker Plus's system-provided videos and images for use in your marketing campaigns | - | - | ||
| Recorded Videos No additional software required—simply utilize your webcam to record videos directly within Broker Plus CRM platform. | - | - | ||
| Analytics Monitor the delivery status, open rates, bounce rates, spam reports, and click-through rates for messages, as well as track which links are clicked. | - | - |
PreApp 1003 is the #1 Mobile-Friendly Mortgage System, providing the Most Comprehensive Mortgage Functions for a faster and easier way for you to work your loans.
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