--- title: Lodasoft for Third Party Origination description: Allow your brokers to take and utilize the power of our all-in-one task management platform for your production. Our Digital Workflow Platform can help you produce more by helping your Third Party Originators produce more with better systems. --- [![Lodasoft](https://www.lodasoft.com/hs-fs/hubfs/raw_assets/public/Lodasoft_July_2021/images/logo-white.png?width=500&height=226&name=logo-white.png "Lodasoft")](https://www.lodasoft.com/?hsLang=en) [Request a Demo](https://www.lodasoft.com/demo%20?hsLang=en#schedule_a_demo) MENU [![Lodasoft](https://www.lodasoft.com/hs-fs/hubfs/raw_assets/public/Lodasoft_July_2021/images/mobile_logo.png?width=316&height=226&name=mobile_logo.png "Lodasoft")](https://www.lodasoft.com/?hsLang=en) # Welcome! ## Start your Plan with Lodasoft - [Home](https://www.lodasoft.com?hsLang=en) - [Product Features](https://www.lodasoft.com/product-features?hsLang=en) - [Agentic Workflow](https://www.lodasoft.com/ai?hsLang=en) - [Lodasoft TPO](https://www.lodasoft.com/lodasoft-tpo) - [Home Equity Platform](https://www.lodasoft.com/home-equity?hsLang=en) - [Integrations](https://www.lodasoft.com/integrations?hsLang=en) - [Why Lodasoft](https://www.lodasoft.com/why-lodasoft?hsLang=en) - [Pricing](https://www.lodasoft.com/pricing?hsLang=en) - [Latest News](https://blog.lodasoft.com?hsLang=en) - [Get A Demo](https://www.lodasoft.com/demo?hsLang=en) [Request a Demo](https://www.lodasoft.com/demo?hsLang=en) - [![Facebook](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/facebook.jpg)](https://www.facebook.com/lodasoftmortgageprocessautomation/) - [![Twitter](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/twitter.jpg)](https://twitter.com/lodasoftmpa) - [![LinkedIn](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/linkedin.jpg)](https://linkedin.com/company/lodasoft) # Third Party Origination [Learn More](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![Lodasoft Background (1)-1](https://www.lodasoft.com/hubfs/Lodasoft%20Background%20(1)-1.png) ![broker-automation-mobile](https://www.lodasoft.com/hubfs/broker-automation-mobile.png) ![McGregor Background-1](https://www.lodasoft.com/hubfs/McGregor%20Background-1.png) ## Simplicity Provide ease of use, transparency, and simplicity in a platform controlled by you. Extend endless features to your third-party originators. Whether brokers or correspondents, customize your feature-set for all variations of solutions of your origination constituency. [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![billboard-image-2-desktop](https://www.lodasoft.com/hubfs/billboard-image-2-desktop.jpg) ## Flexibility Lodasoft prides itself in its no-code configurable deployment methodology. This enables you the flexibility to turn on a dime. Market shift? No problem. Want to offer refi and recapture tools, just turn them on. Purchase season upon you? Extend branded Prequalification tools all the way through to the borrowers and external realtors involved on your TPO’s transaction. [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![gallery-03](https://www.lodasoft.com/hubfs/gallery-03.jpg) ## Management Give your management staff, Account Executives, and internal staff more control over the onboarding process with self-managed External Company setup. Invite external companies and users with their own hierarchy. Give them the functionality they desire, offer them personalized branding, and more! [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![consolidatesystem](https://www.lodasoft.com/hs-fs/hubfs/Lodasoft_July_2021/Images/consolidatesystem.png?width=2000&name=consolidatesystem.png) ## Superior Tech We know you need to compete. To do so, you need the best technology available on the market. With Lodasoft TPO, you can offer your partners a fully branded Point-of-Sale with Dual-AUS, automated Digital Verifications Including employment/assets/ income, and more! In addition, an AI powered CRM and configurable Product and Pricing Engine brings it all together. [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![Optimal Blue_PR_2021-06-21-Blog Graphic](https://www.lodasoft.com/hubfs/Optimal%20Blue_PR_2021-06-21-Blog%20Graphic.png) ## Automated Disclosures Our automated disclosures enables you to give the keys to your originators to easily validate and deliver accurate disclosures in a self-serve environment. Free up your disclosure desk to work on the files that need the manual touch. [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![reporting](https://www.lodasoft.com/hs-fs/hubfs/reporting.jpg?width=2000&name=reporting.jpg) ## Dynamic Reporting Want to know how your Brokers and/or Correspondents are doing and how to help make them better? Imagine a world where you could identify weakest link before it weakens. Set thresholds, create dashboards, send notifications to management. We’re talking about dynamic, configurable, actionable intelligence. [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![workflow2](https://www.lodasoft.com/hubfs/Lodasoft_July_2021/Images/workflow2.png) ## Workflow Engine Our task-based workflow engine allows you to automate your own personalized mortgage process. It’s basically our secret sauce. When it comes to Third Party Origination, imaging if you could leverage the centralized nature of your back-office so that the Third Parties felt like ... First Parties. [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) ![Loda_Soft_Blog_Images_JAN04_Post_1-removebg-preview](https://www.lodasoft.com/hs-fs/hubfs/Loda_Soft_Blog_Images_JAN04_Post_1-removebg-preview.png?width=597&height=260&name=Loda_Soft_Blog_Images_JAN04_Post_1-removebg-preview.png) ## Integration & Implementation Our agnostic eco-system via Lodasoft Connect allows you integrate virtually any widget, third-party service, LOS. With open APIs, quick-start templates, and more, our ease of set-up allows you to go live in less than 30 days. From there, you’re given the tools to make tweaks on the fly. [Schedule a Demo](https://www.lodasoft.com/lodasoft-tpo#schedule_a_demo) # Features Borrower, Agent, and TPO Portals ![application-icon-1](https://www.lodasoft.com/hubfs/application-icon-1.png) X # Borrower and Agent Portals ###### Custom-branded and tailored to your needs Your own secure portals where borrowers and agents have 24/7 access to real-time status updates and notifications, can satisfy outstanding conditions and communicate throughout the loan process. A great web and mobile experience for all! ![graph-item-modal-icon-1](https://www.lodasoft.com/hubfs/graph-item-modal-icon-1.jpg) Email Automation ![application-icon-2](https://www.lodasoft.com/hubfs/application-icon-2.png) X # Email Campaigns ###### It's more than just set it and forget it Automated emails go out to your internal staff, borrowers, realtors or any party involved in a transaction triggered at any stage of the process --- use our templates, create your own, you decide! ![graph-item-modal-icon-2](https://www.lodasoft.com/hubfs/graph-item-modal-icon-2.jpg) CRM, Dialer and Lead Management ![application-icon-3](https://www.lodasoft.com/hubfs/application-icon-3.png) X # CRM and Lead Management ###### You may think you have this taken care of, find out how much you might be missing. Are you referral-based? Buying leads? Refi? Purchase? There’s a lot to think about and we’ve figured out how to automate and get the most out of every touch. CRM and Lead Management requires a strategy, not just a system. We’ll help you capture your audience, and then we’ll help you incorporate everything necessary into your entire workflow. ![graph-item-modal-icon-3](https://www.lodasoft.com/hubfs/graph-item-modal-icon-3.jpg) Loan Application, Document Management, POS and eSign ![application-icon-4](https://www.lodasoft.com/hubfs/application-icon-4.png) X # Loan Application, Document Management and eSign ###### Dealing with documents just got a whole lot easier We’ll help you automate the gathering of all documents so you’ll always know what's outstanding. Track, approve, reject, send for eSignature, and more all from a centralized dashboard. ![graph-item-modal-icon-4](https://www.lodasoft.com/hubfs/graph-item-modal-icon-4.jpg) Smart Tasks and Workflow ![application-icon-5](https://www.lodasoft.com/hubfs/application-icon-5.png) X # Smart Tasks and Workflow ###### This is where the magic happens. Imagine if you had a robot that knew exactly what you wanted to do and when you wanted to do it. That’s basically how our workflow engine works. Configured to your needs, we’ll take automation to a new level. ![graph-item-modal-icon-5](https://www.lodasoft.com/hubfs/graph-item-modal-icon-5.jpg) Text Message and Communication ![application-icon-6](https://www.lodasoft.com/hubfs/application-icon-6.png) X # Text Messaging **and Communication** ###### Stay in front of your borrowers, agents, and team members Eliminate the need for manual internal and external emails with our message and alert center. We can send texts, emails, instant messages, and more without you having to lift a finger. ![graph-item-modal-icon-6](https://www.lodasoft.com/hubfs/graph-item-modal-icon-6.jpg) [![Lodasoft](https://www.lodasoft.com/hs-fs/hubfs/raw_assets/public/Lodasoft_July_2021/images/logo-white.png?width=316&height=226&name=logo-white.png "Lodasoft")](https://www.lodasoft.com/?hsLang=en) [38701 Seven Mile Road,](https://goo.gl/maps/gSFcmCLfJ532) #290, Livonia, MI 48152 [248-301-9300](tel:248-301-9300) [sales@lodasoft.com](mailto:sales@lodasoft.com) - - ABOUT LODASOFT - [Why Lodasoft](https://www.lodasoft.com/why-lodasoft) - [Product Features](https://www.lodasoft.com/product-features) - [Pricing](https://www.lodasoft.com/pricing) - [Lodasoft Blog](https://blog.lodasoft.com) - - [CUSTOMER SERVICE](https://www.lodasoft.com/index) - [Get In Touch](https://www.lodasoft.com/lodasoft-tpo#contact) - [Privacy Policy](https://www.lodasoft.com/privacy-policy) - [Terms of Service](https://www.lodasoft.com/termsofservice) - [![Facebook](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/facebook.jpg)](https://www.facebook.com/lodasoftmortgageprocessautomation/) - [![Twitter](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/twitter.jpg)](https://twitter.com/lodasoftmpa) - [![LinkedIn](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/linkedin.jpg)](https://linkedin.com/company/lodasoft) ![SOC 2 Logo](https://www.lodasoft.com/hs-fs/hubfs/SOC%202%20Logo.png?width=250&height=250&name=SOC%202%20Logo.png "SOC 2 Logo")