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.
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.
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.
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.
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.
Explore the more of the Morty Platform
- Loan Origination System
- Manage clients, pipelines, and workflows from a single platform.
- Point-of-Sale
- Branded intake, automated pre-approvals, and client notifications.
- Rosey AI
- Always-on mortgage AI for loan solutions, doc verification, and speed.
“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 | | | |