PerfectLO Features List

PerfectLO Reviews

PerfectLO

Mortgage & loan origination

5.0/5 (7 reviews)
25

PerfectLO Feature Summary

  • Credit reporting
  • Electronic applications
  • Loan level pricing
  • Loan origination
  • Loan searching
  • Loan submission control
  • Pre-qualification
  • Residential mortgages
  • Refinance management
  • HUD settlement statements
  • Government loans
  • Multi-branch
  • Third party loan origination
  • Integrated vendor services
  • Outsource processing
  • Question database
  • Interactive questionnaire
  • Approvals
  • Data export
  • Document checklist
  • White labeling
  • Reminders
  • A custom URL to embed in websites
  • A unique link for each loan originator
  • Email/text notifications
  • Customizable emails

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (162 other apps)
Accounting Integration (97 other apps)
Accounting Management (97 other apps)
Activity Dashboard (106 other apps)
Auditing (80 other apps)
Automatic Notifications (98 other apps)
Automatic Reminders (71 other apps)
Billing & Invoicing (106 other apps)
Customizable Reporting (79 other apps)
Data Import/Export (83 other apps)
Electronic Payments (91 other apps)
Expense Tracking (102 other apps)
Invoice Management (153 other apps)
Invoice Processing (93 other apps)
Multi-Currency (88 other apps)
Real Time Data (83 other apps)
Receiving (87 other apps)
Recurring Billing (74 other apps)
Reporting & Statistics (93 other apps)
Third Party Integration (89 other apps)

PerfectLO Feature Reviews

7 reviewers had the following to say about PerfectLO's features:

Jaron Simpson

Gamechanger. My biz has increased 33%

2018-02-14

Efficient , Multi Language, Best 1003 Platform.

Pros

I spend more time selling/quoting than dealing with 1003 and conditions.

Cons

PerfectLO does have an API built that is easy forCRMS to connect to but not with mine yet !

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Greg Leahy

Gamechanging. I got 2 loans this week that I am quite confident I would have never got

2018-05-11

Effiecient, More referrals, More Money

Pros

The summary report I put in my files with my processor and she absolutly loves my loans now :)

Cons

I wish i had this 5 years ago. I would prob not have an alcur if I had, had this sooner. Whether you are a seasoned veteran or brand new LO, it's deisgned for you !

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve Sirmaian

Best POS loan application

2017-12-01

Training, more efficient staff. more referrals . helpful for multi language borrowers.

Cons

None , as i said - finally some technology that truly has value. a completed 1003 is useless , the checklist and customization that perfectlo has created is second to none.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin J. Force

This software helped me to grow my business, and sets me apart from my competitors! AWESOME!!!

2018-05-05

My process has become so streamlined I still can't quite believe it.

Pros

Perfect LO allows me to spend time making new loans instead spending my time asking all the pertinent questions that are not covered on the 1003.

Cons

It is very powerful, and does take some time to optimize based on your needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniela French

game changer for our industry

2017-11-30

Pros

Mobile friendly, gets complete applications, the CHECKLIST !

Cons

good question...i love everything about it. I hope they make it an LOS someday soon so I can dump calyx.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Tran

Made me spend more time on sales rather than paperwork!

2018-04-03

Makes my workflow simple and fast

Pros

I send this to my realtors to send to their leads. Saves time calling me to call them for their information

Cons

It makes my job easier so I cant say anything bad about that

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Finally an accurate, efficient mortgage application solution!

2017-11-17

Saved me a ton of time. Ensured my loan application was complete and accurate.

Pros

Saved me tons of time. Simple to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more