Digitally register your intermediary firm. Bring your intermediary firm's employees and loan officers onto your system quickly with an easy, role-based setup. Increase loan submission quality and speed. Enable intermediary loan officers to originate applications right in the partner portal.
- Simplify Intermediary Firm Onboarding for Digital Lending
Speed up registration for intermediary firms with automated workflows for due diligence, verification, and approval. Track every step, document, and communication in one portal to keep the process transparent. Use integrations to check licenses and backgrounds, reducing manual work and risk. After approval, automatically set up the intermediary account and transfer employee management to the firm admin. - Automate Intermediary Employee Onboarding for Loans
Register intermediary employees by using an online form to trigger an automated approval process based on their role. Include Know Your Customer (KYC) and background checks to meet compliance requirements. Reduce manual work by automatically assigning permissions and granting access to loan application tools after approval. - Accelerate Loan Application Intake for Intermediary Employees
Help intermediary loan originators start new loan applications and view status directly in the Intermediary Portal. Guided workflows lead them through data entry and document uploads to ensure completeness and reduce errors. Lenders can monitor the application lifecycle from submission to underwriting and assign action items for follow-up. This shared visibility reduces inquiries to relationship managers and improves collaboration between partners and processing teams.