Data & Integrations
Data and integrations built for modern mortgage businesses
From credit and income verification to lead nurturing and CRM integration, Morty’s open platform helps you move faster and grow smarter.
built for flexibility
Access your data, build your workflows
Full access to your production data. Reports, pipelines, contacts, and loan statuses — it’s all yours, whenever you need it.
Data that moves with you. Build nurture campaigns, audit pipelines, or run your own reporting — without data dead-ends.
Transparency by default. You own your business — you should own your data too.
ready to connect
Smarter credit, verification, and CRM workflows
Soft and hard credit pulls built in. Seamlessly trigger credit pulls directly from the borrower application.
Asset and income verification integrations. Built-in access to services like Plaid and The Work Number to verify borrower data instantly.
Close CRM integration. Sync leads and deals into Close CRM to manage your client pipeline more efficiently.
grow your pipeline
Marketing tools that drive real business outcomes
Sales tools that help you capture and convert leads. From cost explorers to pre-approvals, Morty's tools help turn early interest into actionable clients.
Smart nurture through Morty's platform. Use your LOS and POS tools to stay engaged with prospects throughout their journey.
Seamless handoff to production. New leads flow into your pipeline automatically, with no double data entry.
Explore the more of the Morty Platform
- Lender Network
- Access 25+ lenders with built-in pricing, overlays, and eligibility.
- Processing & Fulfillment Support
- Dedicated pods and Rosey AI-powered file fulfillment to close faster.
- Brand Tools & Marketing Website
- Launch a branded website and leverage marketing templates to grow.
“Morty's platform is internet-based and very user-friendly. If you're tech-savvy, it's perfect for you. Morty’s team is great—and something that's very noticeable is if you have an idea or feedback, it doesn't fall on deaf ears. They do what they have to do to implement.”
Joey Gutter
20-year industry veteran | Business Tier User
“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
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 | | | |