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Online Home Loan Origination Platform (Mortgagebot)

  • View/Search online originated loans
  • Report access

Home Loan Processing System
Available to authorized CU employee(s). Software download as provided by Symbionce Financial Solutions, LLC and accessible as a Desktop Icon installed on their PC.

  • Live Status (In process, Approved, Denied, Withdrawn, Closed)
  • View
    • Home Loan application data (1003, Property information, Loan Ratios & Qualification Data)
    • Member’s imaged documents (Paystubs, Credit Union/Bank Statements, W2’s)
    • Tri-Merge Credit Report
    • Property Appraisal
  • Read & Write memos to member’s loan file
  • Live pipeline & report access


Mortgage Loan Servicing System

  • View
    • Member Mortgage Statements, Transaction History, Comment History, 1098 Data, Escrow History, Loan Amortization
    • Monthly Report Access
  • Create
    • Custom Reports specific to your credit union’s needs


Marketing Options

  • View

Targeted Marketing Materials you can choose to send to your membership. Each will be customized to include your credit union’s logo, toll free Home Loan Department phone number as well as the specific message you want to promote!

  • Order

Click Here to e-mail your Marketing Material Request to us or send your request directly to:

Archived Notices From Symbionce

As always, please do not hesitate to contact us
if you have any questions or need assistance with any of the above systems or data review sources.









When credit unions consider and utilize CUSO solutions, they keep credit union money in the credit union family, for the benefit of their members and all concerned. Don’t confuse a CUSO with a Vendor. CUSOs are credit union industry professionals serving credit unions.