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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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.
Ask questions through our easy three click interface, in our anonymous deal scenario chat room, or even directly to TheRuleTool™'s Credit Policy Team.
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.
Good information is good for business. Knowing the best product and how to communicate with your borrower gets the best results.
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.
TheRuleTool™ is designed to meet the needs of anyone searching for agency guidelines or investor information. Here's what's included:
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.
We offer an anonymous environment to discuss scenarios and ask questions of your colleagues.
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.
We customize your account to display your company's approved investor overlays.
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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.
