EpochOS provides mortgage brokers with a business management platform that streamlines accounting and automates commission calculations. This tool helps brokers manage their finances and track commissions efficiently within a single system.
Funding
Funding not disclosed
Founders
Product
Problem
Mortgage brokerages often struggle with inefficient back-office operations, including manual commission calculations, fragmented accounting processes, and difficulty tracking performance metrics. These manual processes are time-consuming, prone to errors, and hinder the ability to scale the business effectively. Managing lender relationships and team communication also presents significant challenges.
Solution
EpochOS is a business management platform designed to streamline operations for mortgage brokerages. The platform automates commission calculations based on custom split structures, integrates with QuickBooks for revenue accounting, and provides data analytics tools for performance tracking and forecasting. EpochOS also centralizes contact management with team and lender directories, facilitating communication and access to critical information. By automating these complex back-office functions, EpochOS enables mortgage professionals to focus on client interactions and business growth.
Target Audience
EpochOS targets mortgage brokerages, ranging from individual loan officers and small teams to larger enterprises, seeking to streamline operations, automate commission management, and improve data-driven decision-making.
Features
- Automated commission calculations with custom split structures and payment tracking
- Revenue accounting with QuickBooks integration for streamlined financial management
- Data analytics suite with interactive dashboards, KPIs, and custom report builder
- Team member profiles with credential management and lender product guidelines
- Centralized lender directory for streamlined contact organization
- Production analytics by loan officer, lender, and loan type
- Revenue and performance forecasting
- LOS (Loan Origination System) integration for seamless data transfer