Enhanced dashboards packed with new features Features Dynamic widgets – Visualize and interact with portfolio data Custom filtering – Slice and dice data to uncover insights Multiple export options Trend analysis Coming soon…Scheduled Reporting
Surf's Up! The Mortgage Office Rides the Wave to Huntington Beach
Exciting changes are on the horizon for our team and our valued clients! We are thrilled to announce that The Mortgage Office is moving to a brand-new location in the vibrant heart of Huntington Beach, California. This move represents a significant step forward for us, aligning with our goals of expanding our reach and enhancing…
In today’s Digital Age, borrowers expect the experience they have with their lender to be as seamless, straightforward, and simple as watching a show on Netflix. Of course, we all know that in reality, private lending is much more complicated. However, to remain competitive in this marketplace, lenders must make the experience feel easy to…
If you are servicing your loans in-house, you probably have outgrown your excel spreadsheets, or worse, found a mistake. Maybe you went the custom software route and have spent a small fortune already, not to mention you now are becoming a software company. Maybe you already bought something and realized it does not do what…
Rewarding, Rather than Burdensome! “Servicing is the most exciting part of alternative lending” – said no lender ever. With this said, it can arguably be the most important back office process that helps your firm quickly scale and grow. A lot of lenders try to take on servicing manually with spreadsheets and paper files or…
Cyber Security – Top 10 things to Help Protect Yourself in this Connected World
We live in a world that revolves around and depends on the Internet. Our personal and professional lives depend on it. I wrote this article on a computer and delivered it to the editor electronically. Odds are you are reading it on some sort of electronic device connected to the Internet. Can you imagine how…
We’ve seen this movie, back in 2007. A lot of customers had institutional capital, and money was easy to come by. Once the banks pulled their warehouse lines, lending came to a grinding halt. You all know what happened after that – the great recession. Following that, our typical customer went back to the basics…
Private lending is not as burdened with the abundance of federal regulations that apply to bank lenders. However, that being said, there are still critical regulatory requirements with which lenders must comply, namely Anti-Money Laundering (AML) verification. Just like bank lenders, private lenders are also susceptible to loan application fraud, of particular concern is identity…
