Morty’s Platform Tiers

Tiers overview

Morty’s Platform offerings are designed to empower local mortgage brokers at every stage of their business, from solo entrepreneurs to thriving brokerage owners.

Foundation

  • Diversified Revenue
  • Day One Access
  • Sales & Deal Support
  • Growth Add-Ons

Profiles include: Independent brokers, part-time loan officers, newly licensed loan officers.

Business

  • Foundation, plus:
  • Easy team management
  • More Margin Control
  • One Platform, One System

Profiles include: Producing Morty LO who wants to grow their business, REA with existing brokerage team.

Brokerage

  • Business, plus:
  • Full Brand Control
  • Even More Margin Control
  • Lender Management

Profiles include: Established Retail MLO, Small Real Estate or Mortgage Brokerage, Existing IP with established customer base.

As a broker marketplace the Morty Platform support a broad range of transactions and provide centralized access to 25+ Lender Partners.

“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

Tech available on the Morty Platform

Client Dashboard

Core functions
  • Early Stage: Advisory Tools
  • Mid Stage: Mortgage Application
  • Late Stage: Closing and Underwriting

LOS Dashboard

CORE FUNCTIONS
  • Customer pipeline and details
  • Workflow management team tools
  • Pricing tools

Platform 360°

CORE funtions
  • Onboarding Resources
  • Marketing Library
  • Premium Offering
  • Growth Courses

Falcon

CORE funtions
  • Loan Scenarios
  • Closing Cost Calculations
  • Lender Specificity

Embeddable Tools

CORE functions
  • Pre-Qualifier
  • Cost Explorer
  • Mortgage Rates
morty tools

Tech available on the Morty Platform

Client Dashboard

Core functions
  • Early Stage: Advisory Tools
  • Mid Stage: Mortgage Application
  • Late Stage: Closing and Underwriting

LO Dashboard

CORE FUNCTIONS
  • Customer pipeline and details
  • Workflow management team tools
  • Pricing tools

Platform 360°

CORE funtions
  • Onboarding Resources
  • Marketing Library
  • Premium Offering
  • Growth Courses

Falcon

CORE funtions
  • Loan Scenarios
  • Closing Cost Calculations
  • Lender Specificity
morty tools

Embeddable Tools

CORE functions
  • Pre-Qualifier
  • Cost Explorer
  • Mortgage Rates

Contact sales

Share your email address or reach out to Platform Sales at platform@morty.com.

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