Compliance Infrastructure
Compliance, built into the way you work
Whether you're launching a brokerage or scaling a team, Morty makes compliance seamless and scalable — from day one.
get licensed, stay covered
Built-in support for launching and maintaining your brokerage
Help standing up your entity. Morty supports the setup of brokerage licenses and helps ensure requirements are met from day one.
Individual LO licensing coverage. Centralized tracking and support across multiple states and license types.
Licensing that grows with you. From solo operator to team-based brokerage, the system supports scaling your licensing footprint.
built into how you work
Compliance infrastructure baked into every workflow
Application timelines tracked automatically. Built-in support for TRID and other key deadlines — no spreadsheet needed.
Compliance across the loan lifecycle. From borrower intake to close, timelines and data stay structured and accessible.
Reminders, audit logs, and built-in workflows. Everything you need to stay clean and exam-ready, without hiring a dedicated team.
run a clean shop
Stay audit-ready with baked-in compliance tools
Automated audit logs. Everything is time-stamped and recorded across the loan lifecycle.
Stay exam-ready without the prep. Compliance activity is tracked automatically so you’re always prepared.
Confidence in every file. With rules, documents, and timelines handled, you can focus on production, not paperwork.
Explore the more of the Morty Platform
- Rosey AI
- Always-on mortgage AI for loan solutions, doc verification, and speed.
- Brand Tools & Marketing Website
- Launch a branded website and leverage marketing templates to grow.
- Point-of-Sale
- Branded intake, automated pre-approvals, and client notifications.
“I’m fascinated with Morty. They’ve taken a different approach to the market and having this platform that they’ve built out right now is pretty amazing.”
Ron Radziminsky
30-year industry veteran | Producer Tier User
“In finance—whether it’s banking, financial advising, or mortgages—people just need clear explanations. The ability to get quick, accurate insights is critical. A DTI issue shouldn’t take days to figure out—it should take an hour, or even minutes.”
Jovica Djurdjević
Former wealth advisor | Independent LO
Find the right plan for you
Feature comparison
| Feature | Foundation tier | Producer tier | Business tier |
|---|---|---|---|
| Full-stack technology suite | | | |
| Processing and fulfillment | | | |
| Comprehensive loan offerings | | | |
| Loan compensation | up to 100bps | up to 150bps | up to 200bps |
| Co-branding | | | |
| Lender configuration | | | |
| Team management | | | |