Lender
The lender portal, end to end
The lender portal connects your agency network with whoever finances: a shared pipeline, a product catalog, and a co-branded loan estimate that looks professional from the first contact.
This course walks the portal end to end, from receiving a deal to delivering an estimate on time.
What you will achieve
- Work your loan pipeline in one place.
- Keep your product catalog current.
- Send a co-branded loan estimate without friction.
This course is in preparation
We're writing and recording these lessons. Leave us your email and we'll let you know the moment they go live.