SELECT YOUR PLAN THAT'S RIGHT FOR
YOUR BUSINESS
YOUR BUSINESS
NO SETUP FEE, NO CANCELATION FEE, FREE UNTIL THE END OF THE MONTH
SET UP WILL TAKE LESS THAN 1 HOUR
SET UP WILL TAKE LESS THAN 1 HOUR
FEATURES | STANDARD $50/per user/month | ENTERPRISE $80/per user/month |
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Number of users (Must have a minimum of 2 users) | < 30 users | 30+ users |
LOS
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Loan Origination System with workflow from most major lenders. It’s easy to use.
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POS
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A consumer-facing website with pricing engine, short-version and simple application, customer
chat, rate alert, etc.
This website can be customized the way you want at a small fee.
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To-dos
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System-generated and customized to-dos. Brokers can designate when to-dos will be created, who is
responsible,
and how it will be cleared.
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Google Drive Integration | ||
Google Group email service
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Moso system integrates with Google's Directory API to help
you to manage email groups without leaving our system, and allow specific new users to create a
company email
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Website with short application
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We recommend you to use the website provided by
us with basic applications for a website such as Home page, Logo, Design,…
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Company Email
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We provide a SendGrid/Mail gun service to support email
communications within system. Users are also able to design emails' templates for their company's
needs.
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Rate Alerts (Real-time and periodic)
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Get real-time/daily/weekly/target-hit
alerts on the latest mortgage rates of many lenders.
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Price Engine
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You can customize the items that are displayed on your Quote page.
Estimated Closing Costs are added into the price, which reflects a relative costs that borrower has
to pay at
closing. And you are able to list all mortgage licenses that your company has.
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Loan Processing
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This feature is designed for the company and Loan Officers having
large loan volume and in need to make sure their loan applications are reviewed frequently.
You can customize a list of tasks that fit your business process.
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Branches and Teams
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Add logic to the hierarchy: Company - Branches - Teams. We
also support admin to belong to multiple branches.
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Company Dashboard
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The company dashboard allows you to view metrics in the chart
or the number of transactions of a company/branch/team and the performance of employees in
real-time.
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Recruiting
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Recruiting module can be used to post jobs for internal and external
employees, let candidates apply for these jobs, manage candidates and interview questions.
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Address API
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Integration with Address USPS to correct the subject property
address (Google Map). The system will use the correct address for running AUS, detecting EPO,
generating
documents...
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Create Hot Leads Automatically
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The hot leads page will be used to manage and
retain the established relationship with existing/past/potential customers.
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Facebook Leads API
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You can connect to Facebook to import the leads from Facebook ads.
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Lead Generation Funnels and Widgets
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You can create an unlimited number of
lead-generation pages/widgets and place these widgets/pages on other websites across the Internet.
When the
client clicks on it, it will trigger appropriate action to capture leads for you.
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Disclosure
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This module automatically creates appropriate package for each state.
Broker can edit content of the disclosure as well as the package by selecting which disclosure will
be used.
It will be automatically sent to borrower since the package is activated.
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Mailing Lists
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The feature lets users build up your contacts and let users get in
touch with a demographic of the clients effectively by creating a list that meets their requirement.
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Text Message
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This module allows you to create triggers for automated
notifications and alerts with numerous text message templates whose content can be edited easily.
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Experian Leads
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Integration with Experian trigger leads to import the leads
instantly that you targeted on the Experian.com.
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Tracking LO's Commission
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Broker can select commission plan for each of member
& system will calculate the commission after loan funded.
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Marketing Campaigns
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The module will allow all branches and Loan Officers to enter
the marketing campaigns. You can track to see which campaigns are successful.
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In-house Closing Agent
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Two new roles of Escrow Officer and Escrow Officer
Assistant will be created. These users can follow an Escrow Workflow to work on the loans.
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Email Drip Campaign
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This function allows you to create, manage and track email
campaigns for all transaction types.
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Quote Widget and Application Widget
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We recommend using the website created by
Moso to maximize the benefits. If you want to keep your current website, we provide a quote widget
that you
can use to plug into your current website. You can include widgets you wish to continue using your
existing
website.
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Quick Pre-Qualification
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This module allows you to provide your financial information which will be reviewed by the mortgage lender to make sure you will qualify for a loan.
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Client For Life Policy
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This module keeps loan officers informed about their borrowers' current or past collaborations with other loan officers in new or previous transactions, enabling them to provide personalized service and make informed decisions.
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Leave Management
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This module allows you to track and manage employee's absence,
leave, paid time-off and export report.
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Human Resources
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Users are able to share documents internally via Google Drive.
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Real Estate Transaction Management
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This module allows you to keep track of real
estate transactions. You can enable this module only if your company has a real estate broker
license.
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Loan Insurance
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This module allows you to order loan insurance.
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Incident Tracking
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Allow the company to track all incidents that are related to a
transaction. This is helpful in monitoring and training staff.
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Service Desk (Lock Desk, Quote Desk, Escalation Desk)
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This feature will help the company
optimize the daily process and internal users to save time when processing the loan.
Also, borrowers are able to submit the ticket about quote negotiation.
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Request and Manage Online Review using SMS Text
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You can text the borrower to
request a 5-star review from Google, Facebook, and Zillow. After that, you can set up to download
all reviews
from Google Reviews, Facebook Reviews and Zillow Lenders Reviews to your website so that you can
manage and
display the future prospects on your website.
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Compliance and Internal audit | ||
Summary statistics
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Show the summary statistics based on the status/milestone on the Leads/Prospects/Loans page instantly so you can see the number of transactions to follow up.
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Subscription
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This module allows you to create different subscriptions such as Newsletters and Rate Updates. You will be able to send newsletters or rate updates to your clients and realtors on a regular basis WITH EASE.
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Marketing materials
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This module contains all the design templates that you may need for Social Posting. You can choose a suitable template and generate an image.
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Associate’s to-dos
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This module allows User to create manual to-dos for others and himself.
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1% Real Estate Rebate
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This module facilitates the connection between the company and clients with partner agents, enabling them to participate in the 1% rebate program. Additionally, it efficiently manages clients and realtors enrolled in the rebate program. This module is designed to seamlessly integrate with the ‘REALTOR REFERRAL PROGRAM' and the 'REFERRAL MODULE’
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AI Application
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The module allows users to use AI assistance to streamline application process. AI will read documents uploaded and populate the application automatically.
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Contact us | |
Assembly Line
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The module will allow you to choose a different method of processing loan: By department.
Each processor will be granted the department's roles: Setup processor, Submission processor,
Condition processor, and Closing processor.
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Contact us | |
Realtor Referral Program
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This module allows Real-estate Agents to sign up. When
borrower fills out a pre-approval application, the borrower will be asked if they have a real estate
agent
yet. If not, all real estate agents in the same county will be displayed for the Borrower to select.
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Contact us | |
Referrer Tracking
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Referral is the best way to grow the business, not advertising.
This module will allow our existing clients, fans, etc to refer their friends and family to apply
for a mortgage.
Better yet, you will be able to track all the referrals and show appreciation to these referrers.
You will have an invitation page where anyone can refer new clients to you.
This feature will also keep track of all referrals and send reports out to the referrers regularly.
Also, internal associates (employees) can have their own link to invite others to apply.
The link can be a customized domain.
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Contact us | |
SIGN UP NOW | SIGN UP NOW |
TO LEARN MORE, YOU CAN HAVE A CREDENTIAL TO ACCESS OUR DEMO COMPANY, PLEASE CONTACT US
We will send the billing to brokers on the first day of the month following the month you registered our product, and brokers have to make a payment on the fifth day of that month.