Anika V.Verified Reviewer
Senior Mortgage Broker, Crestpoint Capital · Banking · Small-Business
★★★★★
February 8, 2026
“Closed more loans because of the follow-up tracking”
What do you like best about Serif?
Mortgage clients ghost a lot. Serif nudges them at the right moments. I closed three loans last quarter that would have died.
What do you dislike about Serif?
Disclosure formatting can be a touch off — I always proof.
What problems is Serif solving and how is that benefiting you?
Loan applications dying in the dead-zone between approval and closing.
Ratings breakdown
Meets Requirements
10.0Ease of Use
9.0Ease of Setup
10.0Quality of Support
10.0Has the product been a good partner?
10.0