Five screens that are already yours.
Agency network, requests, pipeline, products, and performance, with a sidebar of your own. Not a guest portal inside someone else’s CRM.
All your agencies in one place.
Every agency you work with lives in your portal, not in five different chats. The invitation comes in by token, the broker approves it, and if you ever disconnect you see exactly what that disconnection takes with it first.
Nine stages, from first consult to closing.
A kanban with the loan’s nine stages and the linked lead in view. The board flags only what matters: what hasn’t moved in five days and what’s due soon.
The agent watches the loan move without leaving their CRM.
The agent shares the lead with you and every step of the loan is written into that lead’s history. They stop calling to ask how it’s going, and you stop sending updates nobody files.
Your catalog and an estimate with both brands.
Up to ten loan products with their terms, the estimate embedded in the agent’s CRM, and a public page carrying your brand and the agency’s, shared with a link.
Who sends you business, with numbers.
Your KPIs, the breakdown by agency, and the leaderboard of the agents who refer you most, filtered year, quarter, or month to date. The renewal conversation with each agency stops being an opinion.
Two ways in. Neither costs you chasing anyone.
An agency invites you.
An agency sends you an invitation token. One click and you’re inside their transactions, seeing the same file as the broker and the agent.
You work your own book.
You bring your own book of business: your clients land in your own portfolio and in the same nine-stage kanban, with no agency in between. You connect agencies whenever you want, without losing it.
Every agency you connect sees you work in real time.
And you stop chasing updates. When the agency works in Galilei, the closing data arrives pre-loaded — you re-type nothing. Every shared transaction is time you don’t repeat.
Ready to stop chasing agencies?
Ask your agency to invite you, or request access and start with your own book.