Motto Mortgage Community Solutions

Loan Officer Workspace

Fast tools for busy LOs

Use the Program Finder to pre-route scenarios and the LO Walkthrough to capture the essentials quickly during calls.

Launch Program Finder Start LO Walkthrough
  • VA
  • USDA
  • FHA
  • Conventional
  • DPA

Quick Reminders

  • Document income type early (W-2, 1099, self-employed)
  • Capture assets & gift funds up front
  • Occupancy & property type drive pricing and MI
  • DPA: confirm county, income, and 1st-time status

Program Finder

Internal tool for rapid scenario routing. This version is intentionally lightweight; we can plug in real USDA area checks and DPA lookups next.

For internal use. Not a loan approval.

LO Walkthrough

  1. Step 1 — Borrower(s)

    Who’s on the loan?

  2. Step 2 — Purpose & Property

    Purchase or refi? Any special property type?

  3. Step 3 — Budget

    Target price and available funds.

  4. Step 4 — Wrap-up

    Ready for pricing and disclosures or need docs first?

    Re-run Program Finder

    Tip: paste into your LOS notes or chat.

Lender List

Quick access to portals & best-fit notes. Edit the data below in the script (LENDERS array).

Team Roster

Lead List

NameSourcePhoneEmail StatusAssigned LONotesActions

Data saves to your browser (localStorage). CSV import/export supported.

Compliance Complaint Intake

Use for potential fraud, discrimination, or consumer complaints. This creates a pre-filled email to compliance and lets you download a JSON copy for records.

Emergency? Escalate to management immediately and secure any supporting documents.

Notes

The Program Finder and LO Walkthrough are self-contained and easy to extend later (we can wire real USDA area checks and DPA lists when you’re ready).

Texas disclosure: Texas Recovery Fund notice text & links come from the Texas Department of Savings & Mortgage Lending guidance (you’re required to post it on your website when operating with TX consumers).