OnePoint

Boost your Referral Partnerships

As a licensed mortgage banker, we know that your time and expertise are invaluable, which is why OnePoint was designed to empower companies like yours to maximize your volume regardless of originating source. Whether you accept TPO business, work with Credit Unions, or have an extensive relationship with Attorney’s, Financial Planners or Realtors, our SOC-2 compliant platform gives your customers first-class experience and communication from one platform, unlike anything seen before. Looking at the video, you can see how easy it is to configure your sources. Just select if it’s a corporate branch / DBA, or Referral source.

What if you have branches that have unique referral partners with Credit Unions? No problem, using our platform you can link the branch and referral source from the Command Center, making the relationship process seamless and efficient while still verifying the profitability of the branch at the corporate level.

Launch multiple Co-Branded Marketing campaigns from OnePoint at the referral source, eliminates the need for additional products to manage.

If you have been looking for a system that offers the ability to improve communication, scale, increase efficiency and expand capacity all under one platform then look no further. Welcome to OnePoint!