Site Overview

LoanSystems is a powerful marketing and loan origination platform for mortgage professionals that provides web-based tools to increase visibility, accessibility, and efficiency at originating loans.

LoanSystems brings together an understanding of the needs of real-world mortgage professionals and an in-depth knowledge of how people interact with technology. Our goal is simple–provide powerful tools to help you market more effectively, strengthen your network, and originate more loans.

Below is an overview of LoanSystems tools:

• Loan Originator Site - A template-based customizable website designed to help you originate loans and connect with clients. Displays as a digital card on mobile devices. Includes advanced loan origination and management features and Pro Marketing Materials. Seamless with your Loan Origination Software (LOS). Learn more.
• Originator Digital Card-Basic - A template-based customizable webpage that displays as a digital card to share your contact and company information and help you connect with clients.
• Originator Digital Card-Pro - A template-based customizable webpage that displays as a digital card to share your contact and company information and help you connect with clients. Includes Pro Marketing Materials and more.
• Pro-Marketing Materials - The flyers have attractive images that can be customized and display the user's contact information, photo, logo, and a QR Code that opens the user's Online Digital Card or Loan Originator Site when scanned. Users can log in at any time and print flyers. Originator Digital Card- Pro and Loan Originator Site users have access to Pro Marketing Materials.
• Metadata Interface - All Originator Digital Card and Loan Originator Site users have access to a "Metadata Interface" that allows them to input relevant keywords and a description of their company to boost their visibility in search engines.
  • Meta keywords are a specific type of meta tag that appear in the HTML code of a webpage and help tell search engines what the page's topic is. Meta keywords are important for Search Engine Optimization (SEO) for some search engines because the ranking algorithm uses the meta keywords tag to identify the core topics for the webpage.
  • The meta description is a tag in the HTML code that generally informs users with a short, relevant summary. A page's meta description tag is displayed as part of the search snippet in a search engine results page (SERP) and is meant to give the user an idea of the content within the page and how it relates to their search query.
• Loan Origination Links - Unique hyperlinks that open your custom "Ask a Question" form, pre-qual form, and loan application on their own secure webpage when clicked. Loan Origination Links are a great way to originate more loans. They are perfect for mortgage professionals who have their own website and want to make it easier for prospective borrowers to ask questions, request pre-qual, or submit a loan application. Learn more.
• Loan Referral Links- Allow you to network more effectively with your business and real estate associates. Loan Referral Links are unique hyperlinks you can create for your business and real estate associates. They make it easy for them to refer clients to you who may want to ask a question, request pre-qual, or apply for a loan. Learn more.
• Loan Inquiry Alert - Sends a text or email message the moment someone asks a question, requests pre-qual, or applies for a loan. Loan Inquiry Alert will help you be more responsive to prospective borrowers. You can also allow your loan processor to receive these convenient alerts. Learn more.
• 1003 Management - The Uniform Residential Loan Application can be intimidating. With LoanSystems, this loan application displays as a six-step user-friendly form. Your clients will be thrilled with this client-friendly approach to submitting a loan application. When logged in, loan applications can be accessed and completed in the six-step view or in the 1003 view. You can export them as Fannie Mae 1003 MISMO® v3.4 or FNM v3.2 for use in your Loan Origination Software (LOS). The Loan Status Tracker is where users can track or update the status of their loans or export the 1003s for management in their LOS. Learn more.
• Loan Status Tracker - You or your loan processor can manage the status of all loans in your pipeline. You can easily import existing 1003s to update and track all loans in your pipeline. If desired, you can provide your loan processor with a free user account to securely update the status of all loans you are working on. Learn more.
• Loan Originator Dashboard – Provides easy and secure access according to the account level and role of the user.
  • Loan Brokers and Loan Officers can use this powerful tool to manage all loans in their pipeline. They can also edit their Loan Originator Site or Digital Card, create new Loan Referral Links, view Questions, pre-qual requests, and loan applications, export or import 1003s, and view or update the Loan Status Tracker.
  • Loan Processors can conveniently update the status of loans for connected loan officers via the Loan Status Tracker.
  • Borrowers can access their loan applications, which can then be completed online.
  • Associates of paid users can access their Loan Referral Links and update their contact information.

  For mortgage professionals, the easy-to-use Loan Origination Dashboard works seamlessly with your current way of doing business. Learn more.

• Norton Secure Site + EV SSL Certification - Security is one of our highest priorities at LoanSystems. For this reason, your Loan Originator Site, Originator Digital Card, question form, pre-qual form, and loan application all have the distinction of a Norton Secure Site and are secured by an Extended Validation Secure Sockets Layer (EV SSL) certification. The Norton Secure Site seal is highly recognized due to its presence on major banking websites and other major payment gateways. It communicates security. The EV SSL certificate is a digital identity authentication solution to provide the highest level of security by verifying the identity of a website owner or operator.
• Your Role - LoanSystems was designed to help you be more effective at originating loans. But you have an important role to play. Successful mortgage professionals have built a network over time through consistent professional service that keeps leads coming. They are disciplined, organized, persistent, and knowledgeable. If this describes you, LoanSystems provides powerful tools that can serve as force multipliers, helping you to market more effectively and originate more loans. If you are new to the mortgage business, LoanSystems is a great way to get started.

Sign up now and take your business to a new level!