Mortgage License Tracking & Management

Developing Solutions for Companies Across The Globe

Get More Done With Trinity

Project Management

Our solution gives you the ability to manage numerous company licenses, branch licenses and a large team of mortgage loan originators, tracking and maintaining licenses across multiple states. This results in reduced errors, deadlines being met, while also eliminating numerous spreadsheets.

Reporting

Whether it be limited reporting in the public licensing system or maintaining multiple lists via spreadsheets, our solution provides a variety of reporting and data management capabilities tailored to your company’s needs.

Enhanced Data Capture

Organizations can now make informed business decisions by having the ability to capture and report on additional data points not currently available in the public licensing system.

Automation

Utilizing spreadsheets to manage licensing information can be cumbersome and lack in automation. Our solution enables your organization to create specific notifications, conditional behavior based on data triggers, and send reports as subscriptions, increasing efficiency within the licensing process.

Renewal Management

Our application allows complete tracking and oversight of the renewal licensing process. Individual loan originator renewal data can be imported daily through a file import or direct integration with the public licensing system. Branch manager dashboards clearly show licensing progress by state.

Resource Optimization

This solution can be an integral part of your company’s growth, without the need for additional resources.

Elevated Reporting

Access real-time reporting by any criteria through tailored tracking and reporting features, giving you insights into your team’s licensing status. Additional fields also provide information about the licensing process, allow you to create dashboards for each branch, and access retained information on inactive branches and loan originators.