Tools and Technology

As a mortgage specialist, you have the knowledge to guide customers to the right products and help them navigate the loan process from consultation to funding. Primary Residential Mortgage, Inc. wants to make sure your skills reach as many customers as possible.

We’ve invested in a diverse suite of marketing services to increase your visibility, capture more leads and elevate your personal brand. Here’s the best part about our technology products: you don’t have to spend time keeping up with the latest trends because not only do we invest in the technology, we also provide the staff to make it work for you.

I Want Better

ClickApproval This secure application allows customers to complete the loan process right from their phone, tablet or computer. The software can instantly verify income and assets, and borrowers can upload documents right into the app.  

MonitorBase This software generates leads based upon monitored behavior changes and can instantly match your borrowers with potential loan products. 

Mortgage Coach This tool empowers customers through personalized mortgage education, helping them feel confident in their mortgage decisions. 

I Want Better

Surefire This CRM system automatically updates your customers with creative, smart videos, keeping them informed each step of the loan journey. 

MBS Highway A cutting-edge digital platform that helps industry professionals interpret and forecast activity in the mortgage rate and bond markets, so you know when to lock, when to float and why. Additionally, the coaching videos have been shown to dramatically increase conversion ratios, from conversation to application.

ListReports Automatically send co-branded marketing materials such as infographice, sign riders, flyers and single-property websites to your industry associates as soon as their listings hit the market. 

I Want Better



“PRMI offers countless industry tools within their platform to make it easier to build our businesses and compete in a very competitive market. They empower professional Originators!”


Edward Floyd, Division Manager