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PerfectLO Logo

Mortgage & loan origination

Table of Contents

PerfectLO - 2026 Pricing, Features, Reviews & Alternatives

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PerfectLO overview

What is PerfectLO?

PerfectLO is a mortgage and loan solution for small to midsize mortgage brokers, mortgage bankers and banks, designed to help simplify and accelerate the digital loan application process. PerfectLO offers an interactive questionnaire which systematically and intelligently asks borrowers the necessary questions in order to complete their loan profile, including a detailed document checklist.

The document checklist is based on the borrower’s answers, and automatically imports into the loan originator's current LOS system, along with an easy to read document including the borrower's answers and a summary of key information. Borrowers are able to complete PerfectLO’s in-depth loan questionnaire via any mobile device or desktop computer. Originators can also ‘interview’ the borrowers in real time while following the solution’s systematic process.

The document checklist may include a welcome paragraph, reminders, do's and don'ts, and any other pertinent information for the borrower. Users can also customize the header and footer of each page, at both the company and loan originator level. Each LO is provided with a unique link which enables them to attach an email signature, social media pages, and more, and takes borrowers directly to the LO’s portal. PerfectLO also provides organizations with a custom URL to embed onto their business website, allowing borrowers to be able to choose their preferred LO.

Email and text notifications are sent to originators whenever a borrower initiates a questionnaire, and again after it is submitted. Users can also customize the emails which are sent to borrowers after completion, and may also include the document checklist. PerfectLO enables borrowers to read and complete their questionnaires in their preferred language, as well as their document checklist. Loan originators can view the questionnaire, checklist, and results in English.

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Key benefits of using PerfectLO

  • PerfectLO helps to build a perfect document checklist based on the questions answered and works with all LOS, mobile devices and is multi-language.

  • Avoid inaccurate loan applications and unnecessary credit pulls with a simplified and streamlined process for clean and accurate approvals.

  • PerfectLO removes the back-and-forth between loan originators, processors, underwriters, and borrowers for quicker closings and more satisfied borrower.

  • Originators are able to interview the borrower in real time, while following PerfectLO's efficient and systematic loan process.

  • PerfectLO is multi-language, allowing borrowers to complete the questionnaire and review the document checklist in their preferred language.
  • Starting price

    59per user /
    per month

    Alternatives

    with better value for money

    PerfectLO’s user interface

    Ease of use rating:

    PerfectLO reviews

    Overall rating

    5.0

    /5

    8

    Positive reviews

    100

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10
    Rating distribution

    5

    4

    3

    2

    1

    8

    0

    0

    0

    0

    PerfectLO's features

    Features rating:

    Alerts/Notifications
    Approval process control
    Construction loans
    Credit reporting
    Customizable branding
    Data import/export
    Document management
    Electronic Applications
    Electronic signature
    For Borrowers
    Government Loans
    HUD Settlement Statements
    Loan management
    Loan origination
    Loan processing
    Marketing automation
    Mortgages
    Multi-Branch
    Multi-Company
    Online applications
    Outsource Processing
    Pipeline management
    Pre-Qualification
    Refinance Management
    Reminders
    Reporting & statistics
    Residential Mortgages
    Search/Filter
    Third Party Loan Origination

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    PerfectLO pricing

    Value for money rating:

    Starting from

    59

    /user

    Per month

    Pricing details
    Subscription
    Free trial
    Free plan
    Pricing range

    User opinions about PerfectLO price and value

    Value for money rating:

    PerfectLO integrations (1)

    Top integrations

    PerfectLO support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    24/7 (Live rep)
    Phone Support
    Chat
    Email/Help Desk

    Training options

    Webinars
    In Person
    Documentation
    Live Online

    PerfectLO FAQs

    Q. What type of pricing plans does PerfectLO offer?

    PerfectLO has the following pricing plans:
    Starting from: $59.00/month
    Pricing model: Subscription
    Free Trial: Available

    These products have better value for money


    Q. Who are the typical users of PerfectLO?

    PerfectLO has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Small Business


    Q. What languages does PerfectLO support?

    PerfectLO supports the following languages:
    English


    Q. Does PerfectLO support mobile devices?

    PerfectLO supports the following devices:
    Android, iPad, iPhone


    Q. Does PerfectLO offer an API?

    No, PerfectLO does not have an API available.


    Q. What other apps does PerfectLO integrate with?

    PerfectLO integrates with the following applications:
    Microsoft Azure


    Q. What level of support does PerfectLO offer?

    PerfectLO offers the following support options:
    24/7 (Live rep), Phone Support, Chat, Email/Help Desk

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