Motto Mortgage Community Solutions

Loan Officer Workspace

Fast tools for busy LOs

Use the Program Finder to route scenarios and the LO Walkthrough to capture essentials mid-call.

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

Lightweight internal routing; plug in real USDA and DPA APIs later.

For internal use. Not a loan approval.

LO Walkthrough

  1. Step 1 — Borrower(s)

  2. Step 2 — Purpose & Property

  3. Step 3 — Budget

  4. Step 4 — Wrap-up

    Re-run Program Finder

    Tip: paste into your LOS notes or chat.

Lender List

Add AE contacts, portal links, and import the full list from CSV (saves locally).

Tip: click the AE field or Notes to edit. Use the “link” buttons to add portal/pricing URLs.

Team Roster

Lead List

NameSourcePhoneEmailStatusAssigned LONotesActions

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

Marketing Library

Add links or upload small files (stored in-browser). Export/import to share the library.

Note: Uploaded files are stored as data URLs in this browser. Use links for large assets.

AI Mortgage Copilot

Use Gemini or OpenAI. Paste your API key (kept only in this browser). Great for emails, scenario triage, and program mapping.

Get a Gemini API key • Get an OpenAI API key 


      
Outputs are suggestions only; verify eligibility, overlays, and disclosures.

    


    
    

      
Compliance Complaint Intake

      

        
        
        
        
        
        
        

          
          
        

      

      
Emergency? Escalate immediately and secure any supporting documents.