This is OA Mortgage.
OA Mortgage simplifies client onboarding, management, and lender connections, giving you the tools to boost efficiency and grow your business. Tailored for mortgage brokers, our platform adapts to your needs, helping you stay competitive in the market.
- Send in Real-time to 5 lenders
- Pipeline Management
- Self-Driving Application Process
Trusted by Leading Brokers
Our Process, Simplified
Built by brokers, for brokers
Real-time Integrations
Effortlessly send full Mortgage applications directly to 5 lenders. Receive updates from underwriters in real-time, allowing you to track progress seamlessly from application submission to drawdown.
- Broker to Underwriter communication
- Centralized Lender Management
- Real-Time Status Updates Tracking
Pipeline management? Easy.
Manage your deals with ease using OA Mortgage’s visual, Kanban-style pipeline. Customize stages, drag and drop tasks, and stay on track with automated reminders, all designed to streamline your sales process.
- Visual Sales Pipeline
- Kanban-Style View
- Automated Task Reminders
Customer On-Boarding
Customer On-Boarding in OA Mortgage simplifies the process of welcoming new clients, making it faster and more efficient for brokers.
- Automated Application Forms
- Document Collection and Management
- Real-Time Status Updates