Custom DPA overlays
Encode your brokerage's lender overlays into the matching engine. Homebuyers see only programs your LOs can actually fund.
For IMBs & LO brokerages
For IMBs and brokerages with their own LOs: homebuyers arrive with their wizard answers and matched assistance programs already in hand, ready for your LOs to work.
Encode your brokerage's lender overlays into the matching engine. Homebuyers see only programs your LOs can actually fund.
A manager exports the team's leads (status, source, assigned LO and contact details) as a CSV for your own systems.
Fair-lending guardrails, audit logging, and role-based access. Your compliance team gets the docs.
Hide Prescott. Use your brokerage's brand on the homebuyer portal, the wizard, and the pre-qual letters.
Send team invites from the brokerage account. Each loan officer gets a branded homebuyer link.
They answer the same questions wherever they start and see the assistance programs they may match.
Each lead arrives with the wizard answers and saved programs, under the LO whose link it came through. Unclaimed leads wait in a shared brokerage pool.
They work the file in the systems you already use. A manager can export team leads as a CSV.
Custom pricing. Volume discounts. Ready for SOC 2 review.