Let’s be honest – no one is out there raving about online mortgage interfaces. While the retail and entertainment industries have constructed platforms that make it easy for people to understand and use, mortgage sites have been clunky, confusing, and quite frankly, a little bit ugly.
But it doesn’t have to be that way. Things don’t have to suck.
At Pacific Union Financial, we run our business according to our seven core principles. One of those is to focus on the experience – because the customer’s perception is our reality.
We’ve decided to offer something worthy of that perception. That adequate isn’t enough. That “we’ve always done it that way” is never a justification. So we’re introducing our EXP suite of marketing and technology platforms that will offer a UX-driven entry into the mortgage experience for our borrowers, our partners, and our employees.
EXP will include:
- EXPmarketing, an innovative marketing-technology platform powered by Total Expert offering Loan Officers collaboration opportunities, automated digital and print distribution, personalized websites, and much more; and
- EXPwholesale, a portal designed for no-nonsense pipeline management encompassing a fast submission process including Quick Pricer and rate locks, effortless doc uploading, pipeline monitoring by role, simple condition management and clearing, and an easy-on-the-eyes dashboard that displays real time loan status for each touchpoint – everything you need to do or know and it’s all right at your fingertips.
Just the Beginning
As we continue to push our technology forward, we’ll be rolling out more enhancements, more options, and more platforms. Next up will be the EXPcorrespondent portal, so watch for that in the coming months. The way we do business won’t change – we’re still going to be offering government-backed loan expertise and minimal overlays – but we’re going to take the opportunity to make the experience better. Because things don’t have to suck. Let’s make them rock.
If you’re ready to rock too, get in touch. We’re always hiring rock stars.