Get multiple offers & protect your clients' identities
Get multiple offers while protecting you and your clients’ identities.
1. Send a loan request
It takes less than 5 minutes to send a loan request to our direct lenders. By default, unless you allow brokers, only direct lenders will receive loan requests from brokers. Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
2. Direct Lenders receive your request
Our AI agent matches your loan request with the top matching wholesale lenders who will receive it instantly, without your contact information or your client’s contact information.
Without your approval:
- We do not disclose your full name
- We do not disclose your phone number
- We do not disclose your email
- We do not disclose the property's full address (Only the City and State)
3. Initial LOI
Initial LOI- Interested direct lenders will study your request and send you a soft quote or an introduction about themselves for you to review. This step is not automatic. The lender must read the details of your request, and only then will they send you an initial LOI. Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal. Start now.
4. You Check and approve the Lenders!
You Check the Lenders! -Before you disclose any information and send any files, you will check the lenders. You can visit the lenders' websites, social profiles, or ask for more data about the lender's capacity. Only deal with vetted lenders who satisfy your requirements.
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
5. Negotiate with multiple qualified lenders
When you are satisfied with the lender’s qualification, disclose information and decide on which direct lender to use.
6. Get paid Get paid- You are the broker and you have full commission when the loan closed.
When you can't get approval
Your only fault is not turning every stone to look for potential lenders.
If your client secures funding from another lender, you not only lose a client and your commission, but your reputation is also tarnished, which can harm your future business.
Submit your request!
Don't get blamed for not trying..
Win your client back
Win your client back
Nothing in this business can give us bigger satisfaction than getting a loan funded. A commission is indeed great, but having a happy client is even more rewarding!