Frequently Asked Questions

We’ve compiled answers to some of the most frequently asked ones below.

What payment methods do you accept?
We accept Visa, MasterCard, Discover and American Express. For annual payments, we can accept checks and POs. Credit cards are our preferred mode of payment.
Why am I being charged every month?
This is an ongoing product and service that we provide, and similar to Netflix and Spotify, we need to charge a small monthly access fee. In turn, you can provide to your team, customers or organization at no cost.
Is MortgageCS for professionals only?
MortgageCS is a “B2B2C” offering whereby professionals, teams, and organizations subscribe directly and provide as a value-add to their consumers. Individuals are unable to signup for Mortgage directly, thereby providing professionals with a valuable resource to both differentiate themselves and better serve the needs of those around them.
Will I have 24/7 technical support?
Absolutely. Our Help Desk is available 24/7 via live chat, telephone or email if you ever need technical support.
Will my users have access to mortgage education, trends and analysis?
Yes. The MortgageCS platform includes an extensive library of articles and videos that cover a wide range of topics, like rates, fees, the pros and cons of different types of mortgages, the application process, the closing process, etc. We designed the platform to be robust and collaborative. If you don’t get the answers you need, then just ask. We will add that information for you and all our members.
Do you offer a free trial?
Yes, all packages include in a no hassle 30-day free trial unless otherwise denoted on the signup form.
Can I cancel at any time?
You can cancel your subscription anytime from the billing dashboard of your MortgageCS account after paying unpaid invoices. No hard feelings 🙂
Does MortgageCS originate loans?
No. Although MortgageCS is licensed by the PA Department of Banking and the NJ Department of Banking and Insurance, we do not originate any type of mortgage loans. Rather, we greatly improve the shopping experience and put individuals in control.
Do you provide market insights?
Our job is to enhance the partnership you’re building with your clients and prospects. And sharing the type of insights that could save them money is a great way to strengthen your relationship. You’re included in the rate quote and collaborative communications process, so it’s easy to see when you need to step in and support the process.
Can I work with my existing loan officer(s)?
Of course. Just invite your loan officer to join the MortgageCS community. We will verify their identity, activate their membership, and then you’re off and running.