Our new Mortgage Sales & Origination (MSO) portal brings an intuitive and fresh way to handle your mortgage applications with us.
With our new MSO portal we offer real-time case tracking which will highlight any actions for either you or your underwriter and remove many of the manual processes. MSO reduces the need to re-type the same information again & again which adds up to a more streamlined and quicker application process.
Everything is now in one place for new residential business.
Online mortgage offers.
Once a case is offered, you can view and print them immediately from your online portal.
As soon as your client’s Decision in Principle (DIP) is accepted, a printable copy of the DIP certificate is available.
If the DIP refers, you’ll need to wait for the underwriter to come back to you with a decision.
Now at DIP stage, if required it’s also possible to upload any required documents.
You can now go back and make changes to your customer’s case and the information you have provided.
You have the option to take back control of the case and bring it back to DIP stage, FMA stage, or amend the property details.
It’s possible to select more than 1 product and change the selection throughout the application process.
Enter application data in the order you want, when you have it.
When submitting a DIP or FMA you can now switch between screens to make the application a smoother process for you.
You can now track each case at every stage of the process within your online portal tracking tool.
You will also receive alerts and notifications whenever there's a change in the status of your application.