Tools for loan officers

Work smarter with these loan officer resources

We’ve compiled these loan officer tools from around the mortgage industry to introduce you to resources that can help you do more with less. These industry tools may boost your efficiency, improve your marketing and help educate your borrowers. 

Tools for loan officers from around the industry

Most seasoned loan officers use many tools to help them succeed in the mortgage industry. This collection of mortgage tools is designed for loan officers of any level to help increase referral business and purchase volume. 

  • Down Payment Connect logo

    Down Payment Connect

    Down Payment Connect makes it easy for loan officers to match buyers to down payment help.

  • Uplist logo

    Uplist

    Learn how to streamline the sales process by connecting loan officers, agents, and homebuyers to real-time rate and payment options.

  • Mortgage Coach logo

    Mortgage Coach

    Learn how to gain faster borrower conversions with increased production for enhanced profitability.

  • PreApp1003 logo

    PreApp 1003

    PreApp 1003 is a cloud based, text initiated, mobile friendly, mortgage pre-qualification system.

  • Mortgage Mapp logo

    Mortgage Mapp

    A robust mobile application for use with potential homebuyers and referral partners.

  • MBS Highway logo

    MBS Highway

    MBS Highway will help you to be an invaluable resource to your clients and referral partners.

First Time Homebuyer education - homebuyers put together a table

Homebuyer education resources

For many of your borrowers, you’re not just a loan officer, you’re an educator. Save time – be prepared with educational links and materials. MGIC’s homebuyer education site, Readynest, is chock-full of educational information and tools (bonus: your borrowers won’t find any ads for your competitors). MGIC also provides downloads and other homebuyer education materials. 

Check out Readynest

Learn more about homebuyer education materials from MGIC

Mortgage reports for loan officers

Stay ahead of the curve and the competition! These popular reports will help you better understand the market, borrowers, and the mortgage industry. 

  • colorful representation of a bar chart

    NAR Generational Trends Report

    The National Association of REALTORS® has written the Home Buyers and Sellers Generational Trends Report since 2013, providing insights into differences and similarities across generations of home buyers and sellers. The home buyer and seller data is taken from the annual Profile of Home Buyers and Sellers.

  • abstract shapes that create the shape of the United States

    USMI State-by-State Report

    How is mortgage insurance (MI) playing a role to help families get into homes sooner in your state? A report by United States Mortgage Insurers (USMI) breaks down low down payment mortgage lending with MI in all 50 states and the District of Columbia. The report also underscores the historic importance of MI and how MI has helped promote homebuying nationwide.

  • illustration of houses and paper money

    Home Price Appreciation Report

    The FHFA House Price Index (HPI) is a broad measure of the movement of single-family house prices. The HPI report serves for loan officers as a timely, accurate indicator of house price trends at various geographic levels, and includes house price figures for the 50 states and the District of Columbia, and for Metropolitan Statistical Areas (MSAs) and Divisions. 


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