1. Submit a deal
Send your client's details securely through the portal in under two minutes.
Realtors, financial advisors & agencies — submit deals and track every file's stage in real time, including expected return once a deal reaches the legal stage.
Expected return is shown once a file reaches the legal stage. Data shown is illustrative — live portal connects to your secure brokerage platform.
No more wondering where your client's deal stands. Submit securely and watch it move.
Send your client's details securely through the portal in under two minutes.
Watch each file move: Submitted → Documents → Underwriting → Approved → Legal → Funded.
Once a deal hits the legal stage, your expected referral return is displayed.