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

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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.

Simple and affordable

After 30 days, the cost is just $20 per user monthly. And, TheRuleTool™ has a no-risk subscription. Whether your company sponsors you and your team, or just participates in allowing access to approved investor overlays, don’t put off getting this productivity tool to save you hours each month.

If you're interested in signing up for our team plan or are a member of The Mortgage Collaborative, contact us for special pricing.

Contact Our Team

Individual

$20

/month

  • No-Risk Subscription
  • Investor Overlays with a corporate agreement
  • First Month Free

Teams

Contact

  • Discount for TMC members
  • Volume discounts for more than 50 users
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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.
Cameron Burl
Loan Officer

Invite us to your next sales meeting...

What if we could show your team how to eliminate 30 to 60 minutes of research a week? We've had users do a head to head comparison against TheRuleTool™. We found that what they perceived as a quick search on TheRuleTool™ is really ten minutes or more using conventional sources. We can bring a positive discussion about productivity to your sales meeting and show TheRuleTool™ in a comprehensive five minute demo. It's not complicated, it's not expensive, but it has become the go-to productivity tool for a growing pool of originators.

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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.

Here's what we are talking about...

The Coming Contraction in Mortgage Lending
Mortgage Industry

The Coming Contraction in Mortgage Lending

Understanding the cyclical nature of mortgage lending has become an exacting science. As my colleague Seth Sprague evangelizes – it’s a balance of origination and servicing. Do you see a recession on the horizon?

  • Oct 15
  • 1 min read
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