Loan Officer Product Experience

Opportunity search

When your borrower creates an account through your personal landing page, they are automatically assigned to you. You will then see the borrower on your RUDI Opportunity Search page. You can access this page by logging into your Morty gmail at http://morty.com/rudi/opportunities.


Opportunity summary

Detailed information on the transaction.
Click on the borrower’s name to see an overview of their transaction, which is populated as the borrower enters information in Elroy. The various tabs include details on the borrower’s financial profile, property, deal terms, loan options, and pre-approval history. You can directly enter and edit these details via Quantum Leap.