Accurate Agent Compensation

• Precise commission calculations based on actual transactions
• Automatic matching of wire transactions to agents
• Smart adjustment of payouts with discrepancy flagging

Efficient Expense Management

• Integrated expense tracking for each agent
• Automatic deduction of expenses from commissions
• Detailed earnings statements for transparency

Insightful Dashboard & Reporting

• Comprehensive overview of production numbers, submissions, and fundings
• Real-time agent rankings and performance metrics
• Up-to-date mortgage news and company bulletins

Seamless Compliance & Document Handling

• Easy attachment of compliance documents
• Secure storage of signed docs and initial disclosures
• Streamlined compliance checks and reviews

Advanced Loan & Lender Management

• Clear visibility of loans in processing
• Efficient management of funded and declined loans
• Optimized processor capacity planning

Robust Partner Relationship Tools

• Detailed lender program information
• Comprehensive escrow management by state
• Quick access to partner contact information

Productivity Boosters

• Secure document inbox for efficient handling
• Integrated task management system
• Custom email signature generator

Financial Oversight

• Withdraw request management
• Funding loan and commission tracking
• Intuitive wire identification system

CRM & Marketing Tools

• Robust CRM and lead management
• Generate pre-approval letters
• Customized marketing flyers
• Automatic email signature creation
• Business card generator