Services

Grow Your Franchise

Promontory MortgagePath delivers a modern and cost-effective set of digital mortgage and fulfillment solutions to help you enter – or stay in – the mortgage business, profitably. Our comprehensive service offering gives you a mortgage business that can withstand all market conditions and includes:

  • POS & LOS Technology
  • Underwriting
  • Closing
  • Licensed Loan Coordinators
  • Compliance
  • Post Closing
  • Processing
  • Due Diligence
  • Servicing Transfer

Plus, we partner with a nationwide network of trusted providers,

managing all relationships required to support the operating model.
Dedicated Ops Staff

For Lenders

With unparalleled process integration, proprietary point-of-sale technology and compliance expertise, local lenders can leverage the power of Promontory MortgagePath’s network to offer their customers residential loans without the burden of maintaining a mortgage operation.
First-Class Borrower Experience

For Investors

Investors benefit from our loan review and due diligence services, providing in-depth loan-file inspection prior to purchase. Custom analyses account for clients’ processes and tolerances, outlining risk areas and instilling confidence in portfolio investments.
Dedicated Expertise
Tenured Professionals
Responsive Support

Dedicated Expertise

Our seasoned operations professionals function as extensions of your team. They are trained on your systems and processes, inside and out – giving you the benefit of full-time fulfillment staff without the added employee expense.

Tenured Professionals

Our fulfillment team boasts an average of 23 years retail, wholesale and correspondent lending experience per person. They channel their expertise into a relationship-driven experience unique to each client – and borrower – need.

Responsive Support

For Promontory MortgagePath, service isn’t just a philosophy – it’s a reality. Our quick and transparent processes make for prompt and effective support, whenever you need it.

Borrower Wallet® Point-of-Sale

Our proprietary mortgage technology offers an intuitive and collaborative experience across any device – for your borrowers and your loan officers. Built-in loan officer assist tools increase LO efficiencies, streamlining the loan application process while giving borrowers the digital experience they’ve come to expect.
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Compliance is in our DNA

Compliance is the foundation upon which the Promontory MortgagePath solution is built – integrated in all we do and at the forefront of the overall process flow.
Dedicated Ops Staff

Our Expertise, Your Culture

Our seasoned compliance experts collaborate directly with your team, creating a customized compliant solution rooted in your organizational values.
First-Class Borrower Experience

Continuous Monitoring

Promontory MortgagePath continuously monitors policies and procedures against federal and state regulatory requirements, providing clients with weekly reports demonstrating compliance adherence.
First-Class Borrower Experience

Compliant Technology

As a SOC 2 Type II certified solution, compliance is deeply ingrained in our technology development, informing each piece of code we write. It’s never an afterthought. High-quality customer data captured via our POS anticipates loan-level compliance requirements – allowing us to deliver a more-compliant loan.
First-Class Borrower Experience

Enterprise-Wide Security

Promontory MortgagePath employs multi-dimensional security controls, utilizing tech, operational, and employee-driven methods to comply with evolving data-protection regulations and industry-specific compliance requirements.

Powerful Data

Real-Time Reporting

Real-time loan-level updates are automatically and securely shared between Promontory MortgagePath and client teams, ensuring current, interactive loan monitoring.

Pipeline Management

Daily pipeline reporting and reviews – along with monthly audit sessions – ensure ongoing and transparent pipeline and performance management.

Analytics-Ready Data

Understand your mortgage business – and your customers – in a whole new way. Accessible, accurate, analytics-ready data is available via our standard reporting suite. Custom, client-specific reports can be developed at no additional cost.

Ready to learn more?

See how Promontory MortgagePath can help you scale and grow your mortgage business.
CONTACT US