BOSS & PREQUAL TOOLLeaders in technology investments
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!
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
- A certificate with the maximum purchase price and mortgage amount.
- Free credit score (soft hit)
- Equifax folder
- Which lenders say "yes" or why they say "no"
Available for your own website!