Give approved brokers a clear portal while lender teams retain workflow, compliance, permissions, and fulfillment control.
A separate broker platform means duplicate data entry and drift between what the broker sees and what's true.
One-off configuration per broker replaces native channel support, and it doesn't scale.
Lender managers can't see broker pipeline status without asking someone to check and report back.
One system to run retail and wholesale side by side, with lender control over every broker's configuration.
Book a demo →Broker submissions land in the same workflow as retail files, so processors aren't context-switching between systems.
Explore role solution →Compensation visibility is configurable by lender policy. Bring your specific program requirements to a demo and we'll confirm the right setup for your wholesale channel.
No - broker submissions land in the same loan record and workflow as retail, scoped to what each broker organization is permitted to see.
Yes - pricing, products, fees, disclosures, and approval routing are configurable at the broker level rather than handled as one-off exceptions.
Channel-aware rule sets and document matrices apply automatically, with lender and broker activity captured in a single audit log.
Manager dashboards show pipeline status across all approved brokers without needing to check in with each one individually.
We'll bring sample broker submissions through the workflow using your pricing, products, and permission structure.