Mortgage BOSS & PreQual Tool

MORTGAGE BOSS & PREQUAL TOOLLeaders in technology investments

Mortgage BOSS – everything at your fingertips and more!

Mortgage BOSS — the all-in-one software solution to drive your business

The complete mortgage operating system; your all-inclusive platform — payroll, reporting, CRM, team and franchise management. Use BOSS at all stages of your deal, from lead generation all the way to compliance & payroll.

  • The best deal entry and most familiar platform to Expert in the industry! No need to learn a new application.
  • Intuitive on-screen validations not only notifies you that information needs to be fixed, it tells you exactly what you need to update for successful deal submission.
  • The 'Search Database' feature populates deal information for existing clients and prospects. Just click and watch your deal populate.
  • Access to ALL lenders.
  • A single credit bureau does the trick to submit to any lender. Credit bureau enhancements allow for functionalities like joint debt lookup, no balance liabilities and instant income verification with Equifax.
  • Ability to slice and dice your database for very targeted communications.
  • Automated insurance processes.
  • Fully secure, cloud-based, compliant customer docs upload portal with easy drag and drop.
  • Faster compliance with documents stored in BOSS, no need to re-upload them.
  • SMART VIEWS helps you quickly uncover opportunities within your database for more impactful conversations with customers and ultimately more repeat business:
    • Quickly identify refinance candidates in your database given today’s best rates
    • Access current property value estimates
    • Instantly see' "Net Client Impact" of refinancing after interest savings and penalties
    • Filter upcoming renewals in next 10 months
  • And more!
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Best in Canada Pre-Qual Tool

This valuable tool gives prospects an instant online pre-qualification based on the information they input and guidelines from many of our lenders

Clients Receive:

  • A certificate with the maximum purchase price and mortgage amount.
  • Free credit score (soft hit)

You Receive:

  • Equifax folder
  • Downpayment/debts/income
  • Which lenders say "yes" or why they say "no"

Available for your own website!

Best in Canada Pre-Qual Tool