Frequently asked questions
This cloud-based technology was designed for easy access without the need for IT installation or integration with existing software. The intuitive flow creates a user-friendly experience that meets the needs of several different types of users.
If you’re a financial professional like an accountant or a financial advisor then you can weave the benefits of the platform into your existing services. Your clients will gain access to much needed mortgage information and quotes.
If you’re a real estate agent, then you can integrate the benefits of the product into your overall process. Your buyers get easy access to mortgage quotes, and you get access to an in-demand tool that leads to more contacts, more listings and more transactions.
If you represent a corporation with multiple seats in one or several offices, then we will be happy to craft an enterprise contract that meets all your needs.
If you’re an individual shopper searching for mortgage information or a mortgage quote, then you can access the system by way of an email invitation from your real estate agent or financial professional. Then use the streamlined application to get quotes with limited personal data, no credit check, no spam, and no annoying sales calls.
Everyone will enjoy the privacy, security, and collaborative communications system that keeps all the parties to the transaction up-to-speed and in sync.
It’s as simple as sending an email with a link to your client or prospect. They will click, and then enter their name and email address for access. Privacy is paramount. We will never spam, sell, or rent contact information.
If you’re an enterprise with a CRM database of contacts, then it’s easy to upload a CSV file to send a group invitation.
MortgageCS is a robust platform, and our Market Insights data is updated in real time. In other words, it’s up-to-the-minute breaking news coverage. In fact, our engineers keep correcting us. It’s actually up-to-the-second.
Our platform developers created a user-friendly interface, so you can easily transfer data between your CRM system and the MortgageCS platform using a simple CSV import/export feature.
And if you need any support you can live chat, telephone or email our Help Desk 24/7.
MortgageCS is a cloud-based technology, so there’s no integration with your own software system. It’s a fully functioning platform with instant access as soon as you, your clients or your prospects sign up.
The platform was designed to be intuitive, so it’s easy to for everyone to use. There is also a great onboarding tutorial that explains the features of the site to get you up and running in no time at all.
If you have a question or need any support you can live chat, telephone or email our Help Desk 24/7.
Not at all. MortgageCS is a cloud-based platform that’s easy to access with no special hardware or software integration. And the intuitive flow makes it easy to maneuver the first time you access the system.
Our Help Desk is available 24/7 via live chat, telephone or email if you ever need technical support.
Yes. We’re happy to craft an enterprise package to meet the unique needs of a corporation with multiple financial advisors, accountants, lawyers, or realtors. The enterprise package can accommodate several employees at one office location or a company with multiple office locations.
We currently support mortgages for properties in Pennsylvania and New Jersey, and we’re quickly expanding into new states.
Send us a note to firstname.lastname@example.org to tell us where you’re located, and we’ll give your state a high priority.
Have more questions?
Whether you have a question about our services, need assistance or just want to talk, we want to hear from you.