Built for your trade · Loan and mortgage agency
Eligibility, documents, login, sanction, disbursal — and a lender at every step. Know where every file is without ringing anybody.
No renaming, no custom fields to build. It already calls them applicants and applications, and asks the 11 questions your trade actually asks.
This is the board an advisor opens on the first morning — not a template to configure, the pipeline as it ships.
A sale is not the end of the job. Winning one opens a second board:
A login sitting eleven days at the lender is visible without a phone call.
Collected once, held with the file, and visible to whoever picks it up next.
Commission is tracked against the case, not reconciled from a spreadsheet at month end.
11 fields, grouped the way you would ask them on the telephone. Change any of them later; none of them is work you have to do first.
Every one of these is a door that is already built. Nothing is typed in twice, and a duplicate enquiry is recognised as one.
Choose Loan and mortgage agency when you sign up and the board, the fields and the channels above are already there. Nothing to configure before the first enquiry.