Simplicity
Lodasoft's workflow management solutions offer mortgage professionals the ability to simplify the entire process from prospect, to pre-qual, in process, post-close and beyond.
Flexibility
Lodasoft recognizes your business is different. Configure the system to do what you want, when you want, and how you want it without the need for expensive custom development.
Better Management
Our task-based workflow engine will give you the visibility and transparency you crave. With configurable dashboards and pipeline monitoring tailored to you, you'll be able to see your business grow from a whole new vantage point.
Complete Control
Struggling to figure out how to open, train, and grow that new disclosure or lock-desk? How about onboarding new employees or those with little to no mortgage expertise? Lodasoft's business process management solutions give you complete control of your borrowers, users, agents, partners, and your bottom-line!
Cloud System
With Lodasoft, there's no need for major technological change. Lodasoft runs alongside your current enterprise systems, including your LOS and Document Repository.
Mobile
Lodasoft's mobile solutions allow you to manage communication, document upload, and more from your fingertips. Available via the Google Play and Apple Store, the native mobile app includes push notifications so your business never skips a beat.
Reporting
Quickly identify where the holes are in your company, process, or staff. Lodasoft’s configurable reporting engine allows you to identify what tasks or documents are taking the longest to satisfy while giving you the control to easily make adjustments.
Workflow Engine
Our task-based workflow engine allows you to automate your own personalized mortgage process. Allows your team to identify what, when and who should perform each task at every stage and for endless use cases in broker, wholesale, retail, consumer-direct, and beyond.
Integration & Implementation
Our agnostic eco-system via Lodasoft Connect allows you integrate virtually any widget, third-party service, LOS. With open APIs, quick-start templates, and more, our ease of set-up allows you to go live in less than 30 days. From there, you’re given the tools to make tweaks on the fly.
