TechnologyFeatured
Text Messaging Directly Inside Outlook
Communicate with clients and referral partners by text without constantly switching between disconnected systems.
Last verified 2026-07-15
Golden Nuggets
The Advantage Vault
32 approved advantages and growing. Search it, filter it and open any card to see the problem it solves and what it means for you, your clients and your referral partners.
Showing 32 of 32 advantages
TechnologyFeaturedNew
Claude Included at No Additional Cost
Eligible loan officers receive company-provided access to Claude AI, subject to this platform's current technology policies.
Last verified 2026-07-15
TechnologyFeatured
Claude-Powered Client Presentations
Create polished, personalized client presentations with the assistance of company-provided AI tools.
Last verified 2026-07-15
Technology
Custom Preapproval Letters
Create preapproval letters for clients and agents that include relevant loan parameters and an editable notes section.
Last verified 2026-07-15
Technology
Reduced Dependence on Third-Party Systems
This platform is bringing more technology into Scout to reduce duplicated systems and unnecessary outside technology expenses.
Last verified 2026-07-15
TechnologyFeatured
Scout Combines the LOS and CRM
A connected platform designed to bring loan origination and relationship management together.
Last verified 2026-07-15
Technology
One Connected Platform
Important client, loan and communication information flows together instead of living across multiple disconnected systems.
Last verified 2026-07-15
Technology
Organized Client and Loan Buckets
Organize opportunities, active clients and loans according to status, priority and next action.
Last verified 2026-07-15
TechnologyFeaturedNew
Talk Directly to the 1003
Record a borrower conversation, upload it and allow the system to place information into the appropriate application fields, subject to review and verification.
Last verified 2026-07-15
ProductsAvailability Varies
One-Time and Two-Time Close Construction Loans
Offer qualified clients one-time-close and two-time-close construction financing options.
Last verified 2026-07-15
Products
Reverse Mortgage Division
Turn eligible opportunities over to this platform's Reverse Mortgage Division while remaining connected to the opportunity.
Last verified 2026-07-15
ProductsAvailability Varies
0% Interest Bridge Loan Program
Help eligible clients purchase before selling through this platform's bridge loan program.
Last verified 2026-07-15
Products
Challenging Credit Program Eligibility Guidance
Identify potentially eligible programs for borrowers with certain recent credit events.
Last verified 2026-07-15
Products
Two Versions of the All-in-One Loan Program
Provide qualified clients with multiple All-in-One loan structures based on their financial strategy.
Last verified 2026-07-15
ProductsAvailability Varies
Down Payment Assistance Options
Explore this platform down payment assistance options as alternatives to traditional state housing programs.
Last verified 2026-07-15
Products
HELOC Programs
Provide eligible clients with home equity line of credit options.
Last verified 2026-07-15
ProductsAvailability Varies
Bank-Statement Construction Loans
Help qualified self-employed borrowers explore construction financing using eligible bank-statement documentation.
Last verified 2026-07-15
ProductsNew
In-House Non-QM Lending
Non-QM scenarios underwritten in house instead of brokered out to a third party.
Last verified 2026-07-15
Products
Refinance Plus With No Company Fees
A refinance option with no company fees for eligible transactions, so past clients have a real reason to come back.
Last verified 2026-07-15
Products
Dedicated Condo Desk
Access specialized assistance with condominium financing and project review.
Last verified 2026-07-15
Pricing
Overnight Rate Protection
Provide additional protection against certain overnight market movements, subject to approved guidelines.
Last verified 2026-07-15
Pricing
Improved-Pricing Protection
If eligible pricing improves during the approved protection period, the borrower may receive improved pricing.
Last verified 2026-07-15
PricingFeatured
Direct Access to Capital Markets
Loan officers may communicate directly with this platform's designated Capital Markets representative.
Last verified 2026-07-15
PricingNew
Full Comp in 45 States Without Your Own License
Originate in up to 45 states you are not individually licensed in and still earn full comp, less 10 bps.
Last verified 2026-07-15
SupportFeatured
Closing and Funding 911
A dedicated support resource for urgent closing and funding situations.
Last verified 2026-07-15
SupportNewFeatured
Same-Day AI Processing and Underwriting
AI does the first pass on the file - reading documents, calculating income, checking the stack against guidelines - so processors and underwriters step in as reviewers instead of doers, and answers come back the same day.
Last verified 2026-07-15
Support
Scenario Desk Income Calculations
The Scenario Desk can help review documentation and calculate qualifying income.
Last verified 2026-07-15
ToolsFeatured
Marketing and Branding Built Around You
Marketing and branding support designed around who you want to become in your local market.
Last verified 2026-07-15
Tools
Interactive Buyer Presentations
Personalized buyer presentations designed to make complex financing options easier for clients and referral partners to understand.
Last verified 2026-07-15
Benefits
20% 401(k) Contribution Match
Eligible employees may receive a 20% company contribution match under the current retirement plan.
Last verified 2026-07-15
Benefits
Blue Cross Blue Shield Benefits
Medical, dental, vision and supplemental benefit options may be available to eligible employees.
Last verified 2026-07-15
BenefitsNew
Your Database Stays Yours, In Writing
Your client database belongs to you and it is written into the contract, not left to a handshake.
Last verified 2026-07-15
Six categories. One platform.
Every advantage in the vault belongs to one of these categories.
9
Technology That Gives You Time Back
Connected technology designed to reduce repetitive work and keep your business moving.
See the advantages →11
Products That Help You Say Yes
More ways to solve challenging scenarios and serve more clients.
See the advantages →4
Pricing and Capital Markets Access
Protection, information and direct access when pricing matters.
See the advantages →3
Support That Helps You Close
Experienced people and dedicated resources when a loan needs attention.
See the advantages →2
Tools That Help You Win More Business
Presentations, marketing and branding designed to help you stand out.
See the advantages →3
Benefits and Culture
A people-first company that invests in the producers doing the work.
See the advantages →