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Inquire. Empower. Inform.

TheRuleTool™ offers easy access to agency and government guidelines as well as investor overlays right at your fingertips! It’s like having an underwriter in your pocket. 

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Inquire. Empower. Inform.

TheRuleTool™ offers blazing fast access to agency and non-conforming guidelines as well as investor overlays.

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What is TheRuleTool™?

TheRuleTool™ is a search engine that removes the time consuming process of researching and confirming agency and investor overlays one website at a time. With a few clicks or taps, you can quickly find comprehensive information on topics, like bonus income or 1031 exchanges. Get extra information on best practices, documentation requirements and even tips from our Credit Policy Team.


Inquire

Ask questions through our easy three click interface, in our anonymous deal scenario chat room, or even directly to TheRuleTool™'s Credit Policy Team.




Empower

Your origination team needs direct information in moments. Anyone can “Google” it, but TheRuleTool™'s Credit Policy Team answers the entire rule, from contextual issues to documentation to tips and best practices.


Inform

Good information is good for business. Knowing the best product and how to communicate with your borrower gets the best results.



Ready to give it a try? Sign up to start a free trial today!

Why use TheRuleTool™?

It’s so much more than a search engine. Like many productivity tools, we retrieve the information you're looking for using our finely tuned logic and offer a full picture of the guideline in seconds. Our Credit Policy Team is always making enhancements – offering insights on documentation, tips and best practices.

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What We Offer

TheRuleTool™ is designed to meet the needs of anyone searching for agency guidelines or investor information. Here's what's included:

Rules Search Engine

Through a quick and easy search of agency rules and investor overlay documents, you can efficiently locate information by selecting the specific rule you are looking for, or by typing in a keyword.

Deal Scenario Chat Room

We offer an anonymous environment to discuss scenarios and ask questions of your colleagues.

Mobile Interface

Designed to give you quick and easy access on the go, simply navigate to TheRuleTool™ on your mobile device to view a mobile-ready interface.

Tailored For You

We customize your account to display your company's approved investor overlays.

Pricing Options For Any Team or Company Model

Individual User

$20

/month

  • No-Risk Subscription
  • Investor Overlays with a corporate agreement
  • First Month Free
  • Discount for TMC member
Start Your Free Trial Today!

Teams up to 25 Users

$20/user

/month

  • No-Risk Subscription
  • Investor Overlays with a corporate agreement
  • Discounts for TMC members
Sign Up Today!

Teams

Team/Company Pricing Options

  • No Risk Subscription
  • Investor Overlays with a corporate agreement
  • Discount for TMC members
  • Unlimited User Options
Contact TheRuleTool Team!

Here's what our users have to say about TheRuleTool™...

TheRuleTool™ has provided me with speed and accuracy. It has also allowed me to find additional opportunities to finance more homes for my clients. I would highly recommend to any loan officer that is serious about their business, to invest in The Rule Tool.
Tom Stark
Mortgage Banker
Instead of spending extra time online looking up guidelines, or on the phone sorting things out with underwriters, TheRuleTool™ has freed me to get out, look for business, and help customers.
Frank Propati
Partner, Branch Manager & Loan Officer
TheRuleTool™ gives me quick, easy, and reliable access to agency guidelines, as well as investor overlays. I recommend The Rule Tool to any mortgage professional.
Loan Officer sitting on steps
Cameron Burl
Loan Officer

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MBA Vegas

Missed us in Vegas? Schedule a virtual demo instead! Interested in a Cloud-based, fully-integrated digital processing and underwriting system that will eliminate your need for a POS, a LOS, a CRM, report writer, and income calculator? LoanMAPS TheRuleTool™ offers easy access to agency and government guidelines as well as investor overlays right at your fingertips!…

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Announcements

TheRuleTool: An Underwriter in your Pocket

TheRuleTool puts an underwriter in your pocket! How? By providing access to agency and government guidelines with a simple google-like search, you can now access guidelines and investor overlays from anywhere. TheRuleTool is: Mobile-friendly updated daily only $20/per user/per state that’s a steal to originate more and reduce stress on your teams! Let’s schedule your…

  • Jan 18
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Uncategorized

Question of the Day

How long does it take you to answer this question? Q: Do we still need P & Ls for all of the client’s businesses on a FNMA loan?

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TMC Miami
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TMC Miami

Take3Tech will be at the upcoming TMC event in Miami! Schedule a demo or stop by cabana #6 Monday 1-5PM.

  • Mar 10
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Our Story

TheRuleTool™ was developed for the mortgage industry by mortgage sales and operations professionals with its sole focus on empowering teams with agency guideline and investor overlay knowledge. This knowledge is needed at application, and having it improves origination, and processing, while making it easier to communicate conditions to borrowers.  We employ a seasoned Credit Policy Team with years of deal-making experience who articulate guidelines in straightforward language.  

At Take Three Technologies, our goal is building mortgage technology that is easy to use, provides immediate lift, trims hours off research time, and improves the quality of the loans your company originates.

© 2022. Take Three Technologies, LLC