Nine features working together as a unified system — not a collection of disconnected tools.
📋
Borrower Intake Portal
Multi-step intake form captures every detail you need — property type, loan amount, business financials — in a clean, mobile-friendly flow.
⚡
AI Lead Qualification
Every submission gets scored automatically. Leads rated A, B, C, or NQ based on deal criteria — so you focus on what's worth your time.
Auto-Rated
🏠
Borrower Portal
Your clients track deal status and upload documents through a branded portal — without a single email follow-up from you.
📊
AI Underwriting Analysis
DSCR, LTV, debt yield, risk flags — calculated automatically from uploaded financials. No spreadsheets. No manual math.
Instant
📦
Deal Package Generator
One click produces a lender-ready deal package — executive summary, financial snapshot, property details — formatted and professional.
One Click
🎯
Lender Matching Engine
Scored recommendations from 15+ lender profiles matched to your deal's loan type, geography, LTV, and risk profile. Know who to call first.
🛡️
Compliance Engine
AI reviews all outbound communications for compliance before they go out. Enterprise-grade protection built into every step of the workflow.
Built-in
🌐
Overflow Network
Can't place a deal? Route it through the lender referral network — coming soon. Keep your pipeline moving even when a deal doesn't fit your book.
Coming Soon
📈
Pipeline Dashboard
Full deal pipeline visibility — from intake through closing — in a single admin view. Track status, documents, and lender activity at a glance.