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.
Built-in support for launching and maintaining your brokerage
Compliance infrastructure baked into every workflow
Stay audit-ready with baked-in compliance tools
Explore more of the Morty Platform
- Point-of-Sale
- Branded intake, automated pre-approvals, and client notifications.
- Brand Tools & Marketing Website
- Launch a branded website and leverage marketing templates to grow.
- Pricing Engine
- Real time pricing across lenders and clients.
“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.”
“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.”
Where others improvise, we’ve built infrastructure
Application Flags for Faster Loan Reviews
Automatically surface missing info and common issues during intake.
Support for Soft Pulls built into Morty's POS
Enable soft pulls during pre-qual to reduce friction and stay compliant.
Compliant AI Answers at Scale
Give clients clear answers while staying within regulatory lines.