platform support

Support from onboarding to closed loan

You're never alone. Whether you need help to onboarding 20 loan officers or need advice on DPA programs, we've got you covered.

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get deals done

Processing & Fulfillment Support

Loan Support. Morty's P&F team will manage your deal from application through closed loan. Use in tandem your own P&F to move faster and increase profits.
Pricing Support. Leverage our Scenario & Underwriting team to review complex loan scenarios and educate on underwriting criteria.
Platform Success Manager. Your Platform Success Manager is your go-to resource and point of contact for any and all questions.
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get started faster

Self-Driven Onboarding

Loan Officer Onboarding. Self-guided training platform that covers everything you need to be a success LO on our platform, from how to use Morty's technology to build your brand.
Team Onboarding. Onboarding teams of loan officers has never been easier. Bespoke content created for each team to ensure LOs provide the same products and level of service.
Marketing Setup. Setup your personalized landing page or your team's microsite yourself, or with additional marketing support from our team.
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stay up to date

Regular Training Sessions

Sales Trainings. Be the best version of yourself with our monthly sales sessions. For extra support, 1:1 Coaching Sessions are available.
Product Demos. Regular Morty website demos keep you in the know about client technology offerings and loan officer productivity tools
New Product Sessions. New loan products, lenders, perks and Platform Add-ons are added every week. Join our informational zoom tutorials to learn how to use them and connect with other LOs.
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keep growing

Resource Center

Knowledge Base. Everything you need to be a successful loan officer, from loan programs and affordability options to marketing tips and licensing know-hows.
Marketing Updates. Access Morty's Marketing Library and customize your marketing assets including our landing page, business cards and one-pager.
Platform Add-Ons. Ready to invest in your own growth. Add-ons let you tap into additional functionality of the Morty platform from embeddable tools and marketing services to lead bundles.
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“The Morty Platform provides tools to streamline your processes and enhance your ability to provide tailored solutions to clients.”

Robert Heck
VP of Mortgage @ Morty

Explore the more of the Morty Platform

Productivity Tools
Productivity Tools
Get to market fast with everything you need to be successful in today’s mortgage industry.
Client Facing Suite
Client Facing Suite
Digital mortgage tools for all stages of the home buying and mortgage process.
Mortgage Infrastructure
Mortgage Infrastructure
Provides you with lender access and regulatory support so you can focus on growing your business.

Find the right plan for you

Feature comparison

FeatureFoundation tierProducer tierBusiness tier
Full-stack technology suite
Processing and fulfillment
Comprehensive loan offerings
Loan compensation
up to 100bps
up to 150bps
up to 200bps
Lender configuration
Team management
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