Managing a mortgage brokerage is hard. We make it easy.
A first of its kind platform to make it more efficient to run your brokerage. Accounting, data analytics, commission calculation & reporting, compliance management, people & lender directories – all in one.
Trusted by top brokerages nationwide
About Us
We built a platform to help efficiently manage accounting, data analytics, commission calculation & reporting, people & lender directories, and more.
Features
Empower your business with automated solutions
Discover how our tools can streamline your operations, unlock new efficiencies, and propel your business towards unprecedented growth.
Accounting
Easily reconcile your revenue transactions and streamline your accounting with our seamless QuickBooks integration.
Commission Calculation & Reporting
Automate the calculation of your commissioned team members with reporting access, making it easier and more efficient to determine their earnings and track their performance.
Data Analytics Platform
With embedded visual dashboards powered by AI, you can now unlock powerful insights about your brokerage's performance.
People & Lender Directories
- Safe and secure
Your Data, Unified
For the first time ever, brokers have a central hub to manage their business. Where all your customer, financial, and performance metrics live in one place. We’re also your integration layer with other platforms such as your CRM and popular tools such as myHomeIQ.
Testimonials
What our users are saying
“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
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
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.”
Elyin Perez
ACE Lending
Insights and updates
Read the latest articles from our blog.