Morty gets better every week

New tools, smarter workflows, more lenders. Here’s everything we’ve shipped lately.

Product & Tech

More control of client tools

Take control of your client experience with new configuration options—tailor what tools borrowers see and how they move through your process.

  • Toggle borrower tools like rate shopping, application, and dashboard features
  • Customize settings per loan officer or across your team
  • Instant updates with no dev work required
Settings interface for configuring borrower tool access
Product & Tech

Credit pulls for borrowers

Offer a smoother, more hands-on application experience—loan officers can now initiate credit pulls directly on behalf of clients.

  • Initiate credit checks without requiring borrower self-service
  • Ideal for white-glove workflows and high-touch clients
  • Integrated directly into Hemlock’s loan file view
Loan file interface showing credit pull option
Platform Updates

New marketing templates to help grow your business

Kickstart your online presence with our new Social Media Marketing Starter Pack—designed to help you attract leads and grow your brand.

  • Includes ready-to-use templates for Instagram, Facebook, and LinkedIn
  • Customizable captions and graphics tailored to loan officers
  • Perfect for open houses, client wins, rate updates, and more
Preview of social media marketing templates for loan officers
Product & Tech

Stripe Dashboard Integration in Hemlock

Stripe accounts are now linked directly in Hemlock, giving you easy access to your Stripe customer dashboard and payment details.

  • Link your Stripe account directly from Hemlock settings
  • Access your Stripe customer dashboard with one click
  • Easily view and manage billing and payment information
Stripe dashboard linked within Hemlock platform
Platform Updates

New Client Retention Playbook for Loan Officers

We’ve released a new Client Retention Playbook to help loan officers keep clients engaged, build long-term relationships, and drive repeat business.

  • Actionable strategies to improve retention at every stage of the loan lifecycle
  • Templates and examples for outreach, value-add content, and re-engagement
  • Built to work seamlessly with your existing Hemlock workflow
Cover of the Client Retention Playbook for Loan Officers
Product & Tech

Hemlock UI updates to streamline your pipeline

New Hemlock features to help loan officers manage pipelines faster and more efficiently.

  • View interest rates in pipeline: Prioritize refi-ready borrowers with a new rate column
  • Delete multiple pricing scenarios: Clean up pricing with bulk delete functionality
  • Remove clients manually: Easily delete clients without needing support
Hemlock UI updates for pipeline management
Product & Tech

Expanded Support for Borrower-Paid Compensation (BPC) in Hemlock

Hemlock now offers expanded support for borrower-paid compensation (BPC), allowing for more flexible loan structuring and compliance-ready disclosures.

  • Supports both lender-paid and borrower-paid comp scenarios
  • Clear BPC indicators throughout the LOS file view
  • Automatic disclosure logic based on compensation structure
Borrower-paid compensation settings in Hemlock
Mortgage Infrastructure

Plaza Home Mortgage now live — full reverse mortgage support added

We've added Plaza Home Mortgage to our lender network, expanding Morty's product access to include full reverse mortgage capabilities.

  • Reverse mortgage programs now supported through Morty
  • Dedicated Plaza account executive for onboarding and support
  • Expanded loan options for senior borrowers and retirement planning
Plaza Home Mortgage reverse mortgage overview
Mortgage Infrastructure

ARDRI added to our lender network

We're expanding into non-QM lending with ARDRI — now live in Morty's lender network with full support for alternative income products.

  • Supports DSCR and bank statement loans
  • Fast processing & underwriting
  • Dedicated account executive
ARDI non-QM pricing interface
Product & Tech

Rosey AI Answers Tough Loan Questions Instantly

Rosey AI now provides instant answers to complex loan questions, streamlining the decision-making process.

  • Searchable pricing and eligibility data
  • Built-in LLM trained on investor docs
  • Integrated in Morty's LOS
Rosey AI interface answering loan questions
Product & Tech

Verify Documents Instantly with Rosey AI

Rosey AI introduces instant document verification, reducing manual checks and speeding up the loan process.

  • Parse W-2s, paystubs, bank statements instantly
  • Cross-checks required data fields
  • Auto-tags docs and flags issues
Rosey AI document verification interface
Product & Tech

View & Edit Pre-Application Client Transaction Details

You can now view and edit client transaction details before application submission.

  • Edit purchase details before formal app
  • Improve loan recommendations early
  • Smoother pre-approval setup
Pre-application client transaction interface
Product & Tech

Refinance Tab Added to Mortgage Rates Table

A new Refinance tab has been added to the mortgage rates table for easier rate comparisons.

  • Switch between Purchase and Refi views
  • Live rates shown by loan purpose
  • Accessible from POS + LOS
Refinance tab in mortgage rates table
Product & Tech

Pipeline View to Streamline Loan Management

Introducing Pipeline View: Streamline your loan management process with this new feature.

  • Snapshot of all in-progress loans
  • Sort and filter by status, borrower, or stage
  • Better team visibility into deals
Pipeline view interface