PerfectLO Overview

PerfectLO is a powerful loan servicing software solution designed to help financial institutions manage the lifecycle of loans efficiently. The platform offers comprehensive tools for tracking loan applications, processing payments, and managing customer accounts seamlessly. With its userfriendly interface, lenders can automate routine tasks, such as payment reminders and reporting, reducing administrative workload. PerfectLO also provides analytics features that offer insights into loan performance and borrower behavior, helping organizations make informed lending decisions. By streamlining loan servicing processes, PerfectLO enhances operational efficiency and improves customer satisfaction in the lending industry.

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PerfectLO Screenshot & Video

Contact Details

  • Vendor Name PerfectLO
  • Founded 2015
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Financial Services, Real Estate

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PerfectLO Features

  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Automated Decisioning/Underwriting
  • Arrow Icon Electronic Signature
  • Arrow Icon Customer Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Audit Trail
  • Arrow Icon Activity Dashboard
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Online Applications
  • Arrow Icon Payment Collection
  • Arrow Icon Loan Management
  • Arrow Icon Workflow Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance

PerfectLO Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$59 Per User

PerfectLO FAQs

PerfectLO is a powerful loan servicing software solution designed to help financial institutions manage the lifecycle of loans efficiently. The platform offers comprehensive tools for tracking loan applications, processing payments, and managing customer accounts seamlessly. With its userfriendly interface, lenders can automate routine tasks, such as payment reminders and reporting, reducing administrative workload. PerfectLO also provides analytics features that offer insights into loan performance and borrower behavior, helping organizations make informed lending decisions. By streamlining loan servicing processes, PerfectLO enhances operational efficiency and improves customer satisfaction in the lending industry.

  • No, PerfectLO does not offer a free version.

  • Yes, PerfectLO offers a free trial.

  • No, Credit Card details are not required for the PerfectLO trial.

  • PerfectLO offers the following pricing plans & packages:

    Basic

    $59 Per User

  • PerfectLO supports the following payment frequencies:

    • Monthly Subscription

  • No, PerfectLO does not offer an API.

  • PerfectLO offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

  • PerfectLO offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • PerfectLO supports the following languages:
    • English

  • Following are the typical users of the PerfectLO:
    • Self-Employed , Small-Business , Midsize-Business

  • PerfectLO supports the following deployment:
    • Cloud Hosted

  • PerfectLO supports the following devices and operating systems:
    • Web-Based