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Portellus Introduces Mortgage Broker Web Portal; Turnkey Broker Portal Module Added to Portellus' Mortgage Solutions Framework


IRVINE, Calif. -- Portellus, a leading provider of technology tools and services for the financial services industry, today introduced its feature-rich, Web-based Broker Portal, the newest module in its Mortgage Solutions Framework.

"With the introduction of the Broker Portal Module, we're helping lenders quickly and easily move their important decisioning processes all the way to the point of sale," explained John Le, president and CEO of Portellus. "This solution leverages a very customizable UI front-end with our existing loan file workflow and powerful Business Rules Management System (BRMS)."


Portellus' Mortgage Solutions Framework already includes a complete suite of mortgage processing modules that can be implemented individually or integrated together, depending upon the lenders' needs. The Mortgage Solutions Framework extends from Point of Sale to Servicing and Secondary Marketing.

"Our suite of integrated LOS modules already allows for seamless interoperability and/or integration with our customers' existing systems and third-party solution providers," Le said. "This Broker Portal component extends that functionality and the associated benefits even further."

"Lenders have spoken loudly and clearly. They want a cost-effective portal solution for their brokers that is easy-to-use, quickly implemented, integrates well and that can be easily customized and maintained on their end," Le said. "Customization is nearly effortless since front-end user interface screens are built independent of validation, decisioning and workflow logic. This enables lenders to easily modify their customized offerings, their 'look and feel' of the screens by activating/deactivating menus, tabs and fields. Out of the box, our customers have access to proven, full-featured core products and they continue to benefit with each enhancement we release."

Lenders can opt to bring the solution in-house or can take advantage of Portellus' hosted turnkey offering. "Many lenders currently have a high switching cost or have already been burned by companies claiming to offer more than what they can deliver. Our Broker Portal helps lenders of any size quickly introduce a very adaptable, powerful and highly scalable solution into the market -- independent of, or in conjunction with, any of their existing IT endeavors," Le said.

Portellus' Broker Portal provides extensive out-of-the-box functionality, fully customizable to a lender's specific business objectives, including:

--Broker Portal Administration

--Broker Dashboard for setting Broker Portal preferences

--User-Logon Specific Pipelines, Grouping and Reporting Capability

--Prequal and/or Full Underwriting Functionality

--Multiple channel support/tracking (retail, wholesale, other business offerings)

--Customizable scripts for Call Center and Lead Source integrations

--Full Risk-Based Pricing for 1st, 2nd and Combo Loans

--Tiered Pricing and Broker-Specific Promotions

--Loan deal structuring, real-time loan status and rate-lock capability

--Sophisticated Debt-Management

--Third-Party Service Provider Integration

--Underwriting Work Bench and Conditions Management

To arrange for an online demonstration of the Portellus Broker Web Portal solution, contact Portellus at 949-250-9600. Additional information regarding the suite of modules contained in Portellus' Mortgage Solutions Framework can be found at www.Portellus.com.

About Portellus

Based in Irvine, Portellus is a leading provider of application solutions that deliver next-generation business rules decisioning and process management. The firm has developed proven solutions for various vertical markets, including the mortgage and financial industries. Portellus' flexible technology framework enables customers to quickly leverage best-of-breed solutions while integrating them with existing business systems and/or processes.

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