Technology Platform

One Platform for Prospects and Partners

A public website that explains the partnership, and a secure partner portal where approved partners run their business.

Public Website

Its purpose is to:

  • Explain the partnership
  • Identify eligible partners
  • Present financing capabilities
  • Show partner benefits
  • Answer questions
  • Generate applications
  • Schedule consultations

Secure Partner Portal

Its purpose is to help approved partners conduct business.

Recommended Partner Dashboard

New client referralSubmit a loan scenarioActive client opportunitiesLoan and referral statusMarketing centerTraining centerUpcoming eventsPerformance overviewClient appreciation marketplaceSupport center

Client Submission Center

Partners choose the right action for each client situation.

Refer a Client

For clients who need direct assistance.

Submit a Loan Scenario

For preliminary financing review.

Invite a Client to Apply

Send a secure, branded application link.

Select the client type:

ResidentialCommercialInvestorForeign nationalConstructionRefinanceBusiness financingReal estate representation

Ready to use the platform?

Approved partners receive secure dashboard access during platform activation.

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