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Getting Started

The MortgageClick program is a partnership. It is relationship based, not a one-time transaction. We don’t deposit the technology on your doorstep, collect a fee and leave. We work with our clients every step of the way, from start-up through implementation and beyond. We provide:

  • The Technology. The system includes a site hosted by MortgageClick but branded privately for your credit union, customized to display your rates, fees and products, and updated as your rates or loan products change.

  • Staff Training. We train the trainers – your key people – on your customized site. When your site goes “live,” they know how to use the technology and can teach other staff members to use it, too.

  • A Smooth Transition. There will be no down time. We work with you to ensure that your site is fully operational and meets your needs before you go live to your members.

  • Ongoing Support. Our team is available to answer questions, provide advice, address glitches, update software and (when necessary) hold hands. While the set-up and implementation process typically takes no more than 30 days, our commitment to you is ongoing.

  • Home Financing Solutions. Our staff consists of former credit union mortgage lenders. Our understanding of mortgage lending and credit unions gives us a unique perspective that allows us to identify “out-of-the-box” solutions to the challenges our clients face. Because we succeed only if our clients succeed, we won’t stop until they are completely satisfied.

The MortgageClick Tool Box

Our goal is to have your members who obtain or refinance a mortgage say, “Wow! My credit union made the home buying experience easy." We do this with consistent, convenient, efficient processes that make the loan origination and approval experience as smooth as possible for credit unions and their members. The tools you receive represent the best mortgage solution available anywhere in the market today, comparable to any lending system your biggest competitors are using.


Tools for MembersTools for Credit Unions



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