Back to Options ABCFREE RESOURCE FOR MORTGAGE PROFESSIONALS
Compare the platform behind the offer.
Use this worksheet to organize questions for your current platform and one alternative. Separate confirmed details from promises, and note what still needs a written answer.
Optional notes stay on this page only. They are not submitted or saved after you leave or reload. Do not enter borrower information or confidential employer details. For a blank worksheet, print before entering notes.
The conversation button opens an editable email draft. Worksheet notes are not attached or sent.
| What to review | Current platform | Alternative platform |
|---|---|---|
| Economics Compensation structure, fees, company-retained revenue and included services | ||
| Loan pricing Equivalent scenarios, lock periods and itemized costs; no borrower-identifying information | ||
| Operations Processing ownership, underwriting capacity, turn times and escalation contacts | ||
| Products Products and lending channels relevant to your clients; confirm current availability | ||
| Technology Loan workflow, integrations, training and practical support | ||
| Relationships Client communication, servicing policies, referral support and future opportunity allocation | ||
| Transition Written terms, timing, support, costs and any obligations to review with your advisers |
Before you decide
Which three details matter most? What is confirmed in writing? What remains unanswered? A useful comparison can support staying, exploring or making a change.
Mike Laka • Options ABC
mike@options-abc.com • options-abc.com
A conversation tool, not a lender ranking or a recommendation to change companies. Verify the details and review any agreements with your advisers.