Tech Suite

Axia app

Offer clients an enhanced online experience, mortgage calculators, secure document scanning, Mobile eSign, and task alerts with your personalized Axia App. Email conditions, price loans, pull credit, and issue pre•approval letters, all from your phone with real-time LOS integration, credit reporting, product/pricing integrations, and partner branding.

CMPS Certification and Resources

Axia covers the cost of your CMPS certification, giving you access to a library of marketing articles, implementation resources, daily bond market updates, plus license and presentations to teach Continuing Education (CE) classes to Financial Advisors and Real Estate Agents.

Mortgage Coach

Present yourself as a trusted advisor, not an order taker. Offer expert advice and reduce rate shopping by offering comparisons and insights into various loan options/deal structures and their impacts to the borrower’s financial position over time (Total Cost Analysis).

Showcase your financial prowess

Axia offers technology and programs to further position you as a trusted expert in the field of loan origination.

Easy-to-use origination tech

Our origination technology (Encompass LOS, Optimal Blue Pricing, Simple Nexus POS) is enhanced and configured for maximum user-friendliness, yet familiar enough to avoid the steep learning curve and glitches of fully proprietary systems.

Robust Marketing Tools and Technology

Axia’s marketing tools and technology help you build trust and relationships with existing clients, source and secure new business, and stay top of mind with prospective borrowers and referral partners.

Client Trust & Relationship Building

Help purchase transaction borrowers reduce moving-related stress for your borrowers and improve their overall experience by saving them time on move-related tasks and to-do items through a digital moving concierge (reserve movers, connect TV/internet, transfer utilities, forward mail, update accounts).

Help your closed loan borrowers keep track of their important home-related documents (mortgage documents, monthly home value estimates, home maintenance reminders, inventory of household items, appliance recall alerts).

Improve prospect and transaction communication with your team and agents by sharing notes and tasks related to borrowers, agents and third parties through sharable contact records that are automatically imported into your CRM account via the LOS or through other lead sources such as Zillow.

Automatically notify your real estate agents and borrowers of key milestones reached throughout the mortgage transaction and provide contact information for all relevant parties through our customizable loan milestone update emails.

Send your borrowers and agents personalized video communications from pre-approval through closing for a more humanized (yet scalable and trackable) touch point.

Discovering and securing new business sources

Create Single Property Websites for your existing and prospective real estate agents and share to social media to help promote their property and increase their brand awareness alongside your own.

Gather warm leads through local and national ESOP trade show events and offer our ESOP Affinity program to other ESOP companies.

Secure relationships with employers by offering financial/homeownership education and discounted mortgage fees to their employees, family, and friends through our Affinity program.

Leverage our marketing team experts for assistance with local/branch level event planning and communication.

Use our Lead Capture webpages to register potential homebuyers at events for follow-up, referral to agent partners, and/or continued lead nurturing through automated email campaigns.

Provide a lead generation tool for real estate agents with a listing presence on a mobile app which includes your contact information and branding.

Browse and retrieve market level data insights and research on real estate agents in any given market (including transaction counts, types and associated mortgage lenders) for the purposes of cultivating new referral partner relationships.

Partner / Co-branded Marketing

Help market your agent’s listings by creating IDX/MLS-integrated Single Property Websites (with social media posting feature); Open House and Property flyers (with or without rates); Just Listed/Sold Postcards; Direct Mail postcards (deploy directly through the platform using First Class Mail or Every Door Direct Mail).

Axia’s marketing platform includes single and co-branded one-off emails, targeted email campaigns, program and product flyers, educational and promotional flyers, postcards, door hangers, booklets, and social media templates – all of which are easily deployed with a few mouse clicks.

Help your partners market their services alongside your own by creating on-demand, co-branded materials for them and/or invite your agents access to our library of co-branded materials to create on the fly.

Browse and order branded merchandise or swag for co-hosted events or other business development purposes through Axia’s marketing platform.

Gain more prospective clients with Lead Capture webpages with the option to automatically share attendee contact records with your co-hosts for Open Houses, lunch and learns, and other events.

Retention, Repeat Business, and Referrals

Provide automated, dynamic home financing insights to closed loan borrowers via automated emails and a personalized online dashboard that includes info on their property, real time insights into current market trends, advice for purchasing, selling, and refinancing, and mortgage money-saving tips.

Receive a notification when a borrower for whom you’ve closed a loan with Axia has their credit pulled by another lender or lists their property for sale.

Get notifications when one of your active co-marketing partners in Axia’s CRM lists a new property on their MLS.

Keep current on your relationship nurturing touches with a daily summary of automated campaign activities occurring that day, tasks due, and other reminders set by you or members of your team in our CRM.

Deploy “set and forget” Birthday and Holiday email campaigns to send greetings to your borrowers and agents on special occasions.

Axia’s five year post close campaign helps you maintain a relationships stay top-of-mind on every closed loan, automatically, through a series of emails and postcards sent to your borrowers.

Order borrower closing gifts quickly and easily through Axia’s marketing platform.

Improve retention, repeat business, and referrals with feedback from surveys that are automatically sent to borrowers and agents on every closed loan and shared on the social media platforms of your choosing.

Stay in front of prospects and referral partners

Quickly and easily set send emails or videos to the contacts in your Focused Views directly from Axia’s CRM.

Leverage your existing database to find potential loan candidates using customizable Focused Views with robust filtering capabilities that automatically sort borrowers or agents into dynamic, targeted lists based on the criteria you set.

Create, customize and schedule out your own social media posts using our vast library of social media templates available through Axia’s marketing platform.

Use set and forget email campaigns to stay in front of prospective borrowers and real estate agents.

Sign up for our Pillar of Influence program and work with our social media video partners to publish personalized, professionally edited video content to your social media accounts and grow your social presence with boosting to your existing database of contacts.

Take advantage of our SocialSync program to have weekly social media content posted automatically on your behalf.

Connect your closed loan reviews to your social media accounts for automatic sharing on Google, Facebook, LinkedIn and other social sites to showcase borrower satisfaction with your services and boost SEO.


Get the inside scoop on life at Axia from one of our Producers.

We’d love to hear from you.

If you are an experienced Mortgage Loan Originator with a passion for helping your clients
while gaining a voice as an employee-owner, we want to meet with you.