Commercial loan referral platform
Close more commercial loans, together
Referral partners submit deals and track commissions. Brokers run the pipeline and assign lenders. Borrowers get a simple link to follow their application—no login required.
Who it's for
Referral partners
Send deals to your broker and get paid when they close.
- Submit deals with a simple multi-step form
- Share a tracking link with your client (or email it)
- See pipeline status and timeline for every deal
- Track earned, pending, and projected commissions
Brokers (admin)
Run your pipeline, assign lenders, and keep partners in the loop.
- Move deals through stages (Under Review → Closing → Closed)
- Assign lenders from your database with smart matching
- Add internal, partner-, or borrower-visible notes
- Confirm commissions at close and mark payouts when paid
Borrowers (clients)
One link to see where your loan application stands.
- No account or password—just open the link
- Clear progress from Submitted to Closed
- See your agent's contact info to reach out anytime
How it works
Partner submits a deal
Loan type, property, amount, and client details. Optional: send the borrower a tracking link by email.
Broker works the pipeline
Move stages, assign lenders, add notes. Partner gets email updates. At close, commission is confirmed.
Borrower tracks progress
One link shows status and contact. When you mark commission paid, the partner sees it in their dashboard.
Ready to streamline your referral process?
Join as a referral partner to submit deals and track commissions, or log in as a broker to manage your pipeline.