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Merchant Services

The Loan Review is a distinct, professional analytical engine.
It identifies re-finance or purchase opportunities several months in advance.


  • Search past clients for finance or refinance opportunities.
  • Search Title data such as Rate-Rider from Fidelity for finance or refinance opportunities.
  • Create and send periodic flyers to keep in touch with existent customers.
  • Multiple search criteria including: rate/payment change, LTV/equity change, ARM index change, consolidate 2nd/MI, etc.


Click here for a one page preview of the Loan Review.


Click here for additional information about the Loan Review.