For brokers
Submit once. Capital already waiting.
Build lender-ready packages in minutes. Route deals to committed capital. Stop reformatting the same deal for every lender.
Product view
Decision-ready workflow
Application normalized from inbound source
Document requirements matched to credit policy
Agent summary prepared for review
Next best action routed to team
Trusted by commercial lending teams
AMURNMEFSUMMITKEYSTONETIDEWATERHARBOR
Lender Packet Builder
One lender-ready package without rebuilding the deal.
Turn borrower intake, documents, and deal notes into clean lender submissions in minutes.
- Consistent package structure
- Summary generation from deal data
- Reusable format for multiple lenders
Product view
Lender packet readiness
Application attached
Credit memo drafted
Collateral summary ready
Send to lender queue
Doc Collection
Know what is in, what is missing, and who owns the next step.
Send clear borrower requests and track completion without the follow-up phone tag.
- Secure upload links
- Missing-item reminders
- Broker dashboard visibility
Product view
Borrower checklist
4 of 6 documents received
Tax return missing
Invoice uploaded
Reminder scheduled
Deal Tracker
A pipeline view brokers can actually operate from.
Track every lender handoff, document gap, and status change without living in spreadsheets.
- Application stage tracking
- Lender routing visibility
- Aging and follow-up signals
Product view
Deal tracker
Package review ready
Lender response pending
COI flagged
Funded deal archived