Keep it in The Cloud

Keep all your loan documents out of your email inbox in the cloud.

Always Accessible

Access documents from any computer, any phone, or tablet, anywhere.

Easy To Use

Client can turn in paperwork by scanning, email or upload directly from their desktop.

Always Effective

Needs Lists are sent to clients automatically, once, twice or three times weekly.

Great Delivery

Download the entire finished loan package with one click.

No Risk

Cancel anytime, no questions asked. 100% money back guarantee.

E-Sign

PDF contracts can be signed online directly in the browser. No more need for printers and scanners, simply upload the documents you need to be signed and let your client sign them directly from the computer at home. Save time for everyone involved in the process and the planet will thank you for using less paper.

PackageMyLoan is all about taking your focus away from administration and giving you time to focus on other areas of your loan.

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Mortgage Brokers and Bankers
  • Eliminate the hassle of tracking down loan documentation. Save hours upon hours per week.
  • Review and work on loan files from any browser, anywhere.
  • Get a single zip of your clients loan files, ready for uploading into your wholesale lender’s system.
  • Automatically remind borrowers what’s still missing with notification emails.
  • Get your Processor / Assistant using the system in minutes.
Mortgage Branch Managers
  • Get your loan agents back to spending 100% of their time selling new loans instead of tracking down paperwork.
  • Attractive loan agent recruiting tool and retention tool.
  • Potentially decrease your processor headcount. Save $$$.
  • Secure, encrypted off-site storage for all your client files forever after loan closing.
Assistants / Processors
  • Spares them the "I already gave you that" discussions. For good.
  • Missing documents notification emails keeps the borrower informed of what is needed, automatically.
  • No more hours per day spent downloading and organizing documents in folders on their hard drive.
  • Saves time reviewing documents, with a brilliantly simple one click verification system.
Residential Mortgage Broker
  • When adding clients the most common residential mortgage items needed (1003, credit report, driver's license, etc) will be populated. You can customize your own templates as well.
  • Get one zip file containing all the uploaded documents. Have your borrower upload the docs, then click a button, and download the zip.
Commercial Mortgage Broker
  • When adding clients the most common commercial items needed (Rent Roll, Two Full Years and YTD Income/Expense, Personal Financial Statement, SREO, etc.) will be populated. You can customize your own templates as well.
  • Get one zip file containing all the uploaded documents. Have your borrower upload the docs, then click a button, and download the zip.
Private/Hard Money Lender
  • When adding clients the most common private lending items needed (Deal Overview Sheet, Credit Report, Preliminary Title Report, Photos, etc.) will be populated. You can customize your own templates as well.
  • Get one zip file containing all the uploaded documents. Have your borrower upload the docs, then click a button, and download the zip.

Utilizing 256-bit SSL encryption and the world-class server infrastructure of Microsoft Azure, PackageMyLoan ensures the absolute privacy of our users' data. PackageMyLoan incorporates the most advanced security solutions.

Access Anywhere

PackageMyLoan is always available for you to access no matter where you are in the world via all modern web browsers (Internet Explorer, Firefox, Safari, Chrome, etc). Offline backups can be saved on your local computers or servers and used as an alternate way to store and access your transaction data.

Online Security

Your connection with PackageMyLoan is secure and encrypted using industry-leading 256 bit SSL technology (the same level of encryption as major banks). The information stored in Microsoft Azure’s data centers is accessible only by SSL encrypted endpoints - meaning your data can't be viewed while being sent from your computer to Microsoft’s secure facilities. Your data in PackageMyLoan is safer and more secure than with most online applications and is even safer than traditional offline storage.

Multiple Backups

PackageMyLoan stores user data in Microsoft Azure’s data centers, with redundant server locations on six separate continents. Every document uploaded and every word typed into PackageMyLoan is automatically and immediately copied to multiple backup locations worldwide. Because backups are done instantly, the rare interruption at one location can be automatically resolved by accessing data at any other Microsoft Azure data center location.

Try PackageMyLoan For Free

One Month Free Try
100% Money Back Guarantee

Pricing

$29 usd / month

PROFESSIONAL

  • 100 Active clients
  • 1 Assistants
  • Personalize with your own logo
  • Sign documents in browser
  • Customizable templates
  • Email notifications
  • 100GB extra cloud storage included
  • One Month For Free
  • 100% Money back guarantee
  • Choose plan

$99 usd / month

SMALL BUSINESS

  • 1000 Active clients
  • 10 Assistants
  • Personalize with your own logo
  • Sign documents in browser
  • Customizable templates
  • Email notifications
  • 1000GB extra cloud storage included
  • One Month For Free
  • 100% Money back guarantee
  • Choose plan

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Contact us for our competitive priced custom made solutions.

The perfect solution to organize, follow up and close faster.