Managing a mortgage brokerage is hard. We make it easy!
EpochOS is an all-in-one operating system designed specifically for mortgage brokerages. Streamline your operations, manage commissions, and grow your business with our intuitive platform.
Trusted by leading brokerages
Everything you need to run your brokerage
Our platform provides all the tools you need to manage your mortgage brokerage efficiently and effectively.
Accounting Automations
Our revenue accounting system is designed specifically for mortgage brokerages, with powerful QuickBooks integration that streamlines your financial operations. Track revenue by loan officer, branch, or product type with real-time insights.
- Seamless QuickBooks integration for streamlined financial management
- Specialized revenue accounting tailored for mortgage brokerages
- Automated revenue recognition and reconciliation
- Track revenue by loan officer, branch, or product type
Commission Management
Automatically calculate commissions based on your unique split structures. Track payments, manage overrides, and ensure everyone gets paid correctly and on time.
- Custom commission structures for each loan officer
- Automated commission splits and calculations
- Commission statements and reporting
- Payment tracking and history
Data Analytics
Make data-driven decisions with our comprehensive analytics suite. Analyze performance, track trends, and identify opportunities for growth across your entire brokerage.
- Production analytics by loan officer, lender, and loan type
- Revenue and performance forecasting
- Interactive dashboards and KPIs
- Custom report builder
People & Lender Directories
Keep all your important contacts in one place with comprehensive directories for your team members and lenders. Access critical information instantly when you need it.
- Team member profiles and credentials
- Lender product guidelines and contacts
- Streamlined contact organization
- Integrated communication tools
What our customers are saying
Don't just take our word for it - hear from the brokerages that have transformed their operations with EpochOS.
EpochOS automates many aspects of mortgage payroll processing, reducing the need for manual intervention. It has an unmatched ability to customize loan originator compensation plans for each individual employee. It can handle tasks such as processing payroll transactions and generating payroll reports. EpochOS integrates with our LOS (Loan Origination System) and allows seamless data transfer. This integration ensures that payroll data is accurate and up to date across all platforms.
Anna Fulgham
Operations Manager, Greenlight Mortgage
EpochOS has been a game-changer for our company, in managing our loan officers' commissions with unparalleled efficiency. Their software seamlessly bridges the gap between our Loan Origination System and payroll, allowing for effortless export and import of reports. The ease of use and reliability of EpochOS have made it an integral part of our operations, ensuring that our financial management is both streamlined and error-free.
Mike Barnhart
CEO, Swift Mortgage
I have been using EpochOS for over a year now, and it has revolutionized the way I manage my mortgage brokerage business. The platform is incredibly intuitive and user-friendly, making it easy to navigate through its various features. The automation features have significantly reduced the time spent on mundane tasks, allowing me to focus more on client interactions and growing my business. The support team is also top-notch, always ready to assist with any queries or issues. Overall, EpochOS is a game-changer for mortgage brokers looking to streamline their operations and enhance productivity. Highly recommended!
Elyin Perez
CEO, ACE Lending Group
Ready to transform your brokerage?
Join hundreds of mortgage professionals who are growing their business with EpochOS.