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Implementing new mortgage software can be overwhelming, with timelines ranging 6 - 9 months. With Neat, you can instantly get access to our full suite of products. No systems migrations or developers required!
See it in action
First, your branding guidelines are implemented to customize the user experience. Go beyond just logos and colors—instead, you can configure the entire application and borrower portal to better capture the look and feel of your business. On our end, we would set up any API integrations that are needed.
Next, role-specific user access is granted and the capital markets team is integrated. This includes inputing pricing guidelines and rate sheets into the pricing and underwriting engine.
Training begins! Now it's time to get your team up to speed with all things Neat. We bet you'll find it pretty easy!
Now, your API integrations are finalized, including your CRM and servicing system.