Mortgage Alliance’s MortgageBOSS V2

MortgageBossMortgage Alliance has one of the most functional broker origination platforms in the business. It’s called MortgageBOSS, and it’s just been upgraded.

MortgageBOSS has one heck of a feature-set, including:

  • Lender Logic: As a broker completes a mortgage application the lenders and products that fit that application (based on over 200 criteria) are highlighted.
  • Filogix Compatibility: The system syncs with Filogix and updates are real-time. Applications only need to be input once.
  • Real Time Deal Flow: There are 14 different “status” buckets that deals move through, from application to funding to commission payment.
  • Compliance: Auditing of files is completed online and electronic document storage is provided with each client file.
  • Built-in fully integrated CRM
  • Built-in payroll
  • Built-in rates and lender information
  • A personal organizer that syncs with PDAs
  • An offline mortgage application

Development of MortgageBoss started over three years ago and has cost well over two million dollars, says the company. For robust enterprise software, that’s not at all surprising.


Rob McLister, CMT

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