The Platform

Every piece of your brokerage. One operating system.

Applicant intake, credit, bank data, AI analysis, lender matching, offers, contracts, funding, commissions, affiliates, analytics. All native. All in sync.

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AI Underwriting

60-second auditable analysis of credit, bank data, cash flow, and risk factors. Never magic. Always with inputs, rationale, and confidence intervals.

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Deal Pipeline

Kanban, table, or compact view — always in sync. Drag deals. Bulk actions. Saved views. Every broker on your team sees the same pipeline, filtered their way.

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Applicant CRM

Every applicant, every deal, every conversation — one thread. No re-asking, no lost context.

Lender Management

Bring your lenders. Track performance, approval rates, and time-to-offer per lender per product type.

Instant Credit Pull

Soft or hard pull. Score, tradelines, inquiries, public records — parsed into the deal automatically.

Document Workflows

Auto-request missing docs. OCR bank statements. E-sign contracts. All chained to deal state.

Commissions

Auto-calculated splits. Payout tracking. Team + affiliate accounting. Nothing manual.

Affiliate Engine

Custom affiliate portals. Auto-split commissions. Leaderboard. Payouts inside the platform.

Analytics

Funded volume, velocity, source performance, lender fit, rep leaderboard — all live.

Automations

Trigger anything: applicant signup, doc upload, AI complete, offer received, deal funded. Every event can fire an action — notify, task, message, sync, or webhook to your stack.

The Funding Intelligence System

Five layers. One signal path.

LAYER 05Revenue
Commission auto-calc, payouts, affiliate splits, revenue analytics.
CommissionsPayoutsAffiliates
LAYER 04Execution
Contracts, e-sign, funding confirmation, activity log.
ContractsE-signFunding
LAYER 03Matching
AI-ranked lender fit, offer inbox, side-by-side comparison.
Lender matchOffersCompare
LAYER 02Analysis
Credit pull, bank OCR, cash-flow, risk factors, AI recommendation.
CreditBank dataAI
LAYER 01Intake
Magic-link applications, applicant CRM, document capture, deal creation.
IntakeCRMDocuments

Plays nice. Never locks you in.

Native integrations with the tools brokers already use. Bring your own lenders, your own stack.

Plaid
Experian
Equifax
DocuSign
Slack
Zapier
Twilio
Stripe
Google
Outlook
HubSpot
Webhooks
Ready to see it live?

Bring a deal. We'll show you the OS.

20 minutes. One live deal. See exactly how it moves from application to funded.

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