Technology at Waterstone Mortgage
If you feel like you’re constantly searching for technology that will make your job easier, the search ends here.
Waterstone Mortgage offers a variety of innovative technology systems to help improve the homebuying process for your borrowers and their Realtors.
- Waterstone Mobile – Our mobile app allows potential clients to get pre-approved for a loan, customize and generate pre-approval letters, use mortgage calculators and payment estimators, and access links to your social media and review profiles.
- Borrower Portal – Once your client submits their loan application, the Borrower Portal allows them to track the progress of their loan. They can easily upload documents and receive notifications throughout the lending process, making it a win-win for you both.
- Encompass – As a leading LOS, Encompass allows you to easily and strategically manage your loans. This secure and efficient platform is well-known for its innovative features.
- Waterstone Connect – Developed by Waterstone Mortgage, this proprietary technology allows you to access your loan files on your mobile devices, so you can take the office “to go” and never miss an important detail. The goal tracker feature also allows you to set production goals, and you can compare your origination statistics to your colleagues' statistics.
- Agent Connect – In a competitive real estate market, ready access to information and rapid response times are essential. Agent Connect, a mobile-responsive website, allows your Realtor partners to track their clients' Waterstone Mortgage loan details, appraisal and closing information, and much more. Plus, they can generate pre-approval letters on their clients' behalf.
- Customer Relationship Management (CRM) Software – Stay in touch with your referral partners and past/current/prospective clients by sending creative loan milestone videos, market updates, and much more through our CRM. Plus, since the CRM is integrated with MonitorBase, you will receive alerts when your past clients apply for mortgage credit.
Technology is always moving forward, and so are we. Don't get left behind! Contact us to start your career at Waterstone Mortgage.
Fill out the brief form to get more details about these technology systems and others available at Waterstone Mortgage.
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