For agencies and DSA firms.
Bring your team onto one platform: invite sub-agents, see every case in one place, and keep overrides clear for everyone.
Sub-agent invites
Add your agents from the app. Each gets their own login, and every case they log is linked to your agency.
One view of every case
Status by agent, lender and stage, so you can see what is stuck and chase it before the customer does.
Clear overrides
Your share and your agents' shares are set in writing, and every payout statement shows the split.
Lender access
Use our lender relationships alongside your own, and see fit by product and lender type before logging.
Credit desk review
Files are checked before they reach the lender, which cuts avoidable rejections and repeated document requests.
Training
Product playbooks and onboarding sessions for new agents, so your team logs the right cases from week one.
How onboarding works for agencies.
- Apply
Tell us about your firm, your team size and the products you handle.
- Agreement
We agree payout ranges and override terms in writing, before any case is logged.
- Activate your team
Complete agency KYC in the app, then invite your sub-agents.
- Monthly review
A relationship manager reviews your pipeline, rejections and payouts with you every month.