⚡ #1 Commercial Loan Origination Platform for Brokers

Close More Deals

in Less Time

87% Faster With Zero Chasing

Loan Automation matches your deals to qualified lenders, collects all documents through the Client Portal,

and keeps every party updated in real time - from application to funded

87%

Less Time to Close

100%

Automated Matching

0 Cold Calls Needed

3X

More Deals Closed

HOW IT WORKS

From Application to Funded - Fully Automated

Loan Automation handles every step of the deal so you can focus on closing, not chasing paperwork

Submit the Application

Your client fills out a smart multi-step wizard. Conditional logic adapts fields by loan type - Bridge, SBA, USDA, CRE, Asset-Based Lending, and more. Real-time LTV, LTC, and ARV calculator built in.

Instant Lender Matching

Our engine instantly scores your deal against 100+ lenders by loan type, LTV, LTC, DSCR, State, and loan size. Ranked results with match reasons - you know who to call first

E-Sign & Close

Fee agreements and NDAs are sent for e-signature from inside the platform. Track every deal in your live pipeline dashboard from submission to funded.

Automated Docs Collection

The client portal auto-generates a document-checklist by loan program. Clients upload directly - you get notified instantly, No more email chains or text follow-ups

FEATURES

Everything You Need to Run Your Brokerage

Built specifically for commercial mortgage brokers - not generic CRM software repurposed for lending

Smart Loan Wizard

Multi-step application with conditional logic for every type - Bridge, SBA 7(a), SBA 504, USDA B&I, CRE, Fix & Flip, New Construction, DSCR, Hard Money, Asset-Based Lending, and more. Real-time LTV, LTC, and ARV calculator built in.

12+ Loan Types

Automated Lender Matching

Everty deal scored and ranked against every active lender. Match reaons shown so you alwats know which lender to approach first for any deal type.

100+ Lenders

Client Portal

Each deal gets a unique client link — no account required. Clients upload docs, track status, e-sign agreements and message you directly from their portal.

No Login Required

Custom Broker Website

Every broker gets a branded website with an embedded loan application. Customize hero, bio, services, and contact info. Goes live instantly at your unique URL.

Branded & Hosted

GoHighLevel Integration

New loan applications auto-sync to GHL pipeline within 10 minutes. Run email and SMS campaigns and manage follow-ups — all from inside Loan Automation.

2-Way Sync

Fee Agreement Generator

Generate professional fee agreement PDFs in seconds. Auto-populated with borrower details, loan amount and broker fee. Sent for e-signature through the client portal.

PDF + E-Sign

Performance Dashboard

Live pipeline with all deal stages, lender responses, document statuses and revenue tracking. Know exactly where every deal stands at all times.

Real-Time

Role-Based Access

Separate portals for Broker Admin, Loan Officer, Sub-Broker, and Client. Each role sees only what they need. Invite team members with one click — roles enforced automatically.

4 User Roles

Document Management

22 loan program-specific document checklists. Upload, review, approve — all tracked per deal. NDA-protected documents require explicit lender approval before release.

22 Loan Programs

FOUR DEDICTAED PORTALS

One Platform.

Four Powerful Portals.

Loan Automation gives every role in your business their own dedicated workspace — brokers manage their pipeline,

loan officers close deals, and clients stay informed and engaged without flooding your inbox.

🧬 Broker Portal

📄 Full Pipeline Management

🌎 Branded Website & Apply Link

📄 Fee Agreement Tools

⚡ GoHighLevel CRM Sync

🔗 Shareable Application Links

🎯 Lender Matching & Submission

📬 Document Management

💼 Loan Officer Portal

📋 Assigned Deal Dashboard

📁 Document Request Engine

💬 Direct Borrower Messaging

🔍 Lender Submission Tools

🌐 Deal Audit Trail

🔒 No Admin or Lender Access

👥 Co-Broker Portal

📋 📊 Own Client Management

📄 Deal & Client Portal

📁 Document Exchange

💬 Direct Communication

🚫 No Internal Access

👤 Client Portal

📋 Automated Document Checklist

✅ Electronic Signing

🔔 Real-Time Status Updates

💬 Direct Broker Messaging

THE DIFFERENCE

Before vs. After Loan Automation

See what changes when you replace manual processes with automation.

❌ Without Loan Automation

🔴 Chasing clients for documents over email and text

🔴 Manually searching for lenders that fit each deal

🔴 Spreadsheets to track deal stages

🔴 Printing and scanning fee agreements

🔴 No visibility on where each deal stands

🔴 Clients calling you for status updates constantly

🔴 Deals falling through due to slow document collection

✅ With Loan Automation

🟢 Clients upload documents to their portal automatically

🟢 Lender matching runs instantly on every submission

🟢 Live pipeline dashboard — every deal at a glance

🟢 Fee agreements signed digitally in minutes

🟢 Real-time deal status visible to everyone

🟢 Clients self-serve through their own portal

🟢 Close 87% faster with automated workflows

WHO'S IT'S FOR

Built for the People Who Close Deals

Whether you're an independent broker, a lending team, or a full agency — Loan Automation scales with you.

Independent Brokers

Get your own branded website, loan wizard, lender matching, and client portal. Compete with large firms using enterprise-grade tools

— starting at $199/month.

Brokerage Terms

Manage multiple loan officers, track team pipelines and collaborate on deals. Assign roles, share documents and report on team performance from one dashboard

Lending Agencies

White-label the platform, manage multiple branches, run GHL campaigns, and access 100+ lenders. The Agency plan is built for high-volume operations.

FULL COMPARISON

Compare All Plans

Feature	Basic ($199)	Pro ($399)	Elite ($699)
Users Included	1 (up to 5)	3 (up to 10)	5 (up to 25)
Unlimited Borrowers	✓	✓	✓
Unlimited Co-Brokers	—	✓	✓
Bridge, DSCR, Fix & Flip, Construction	✓	✓	✓
CRE, Agency, CMBS, Mezz/Pref	—	✓	✓
SBA, USDA, Asset-Based	—	—	✓
Lender Network	20+	40+	100+
Lender Marketplace	—	✓	✓
Add Your Own Lenders	—	✓	✓
Broker Portal	✓	✓	✓
Client Portal	✓	✓	✓
Co-Broker Portals	—	✓	✓
Loan Officer Portals	—	✓	✓
Fee Agreement & E-Signatures	✓	✓	✓
Lender Matching Tool	✓	✓	✓
Document Request & Upload	✓	✓	✓
Auto-Forward to Lender & Client	—	—	✓
Document Activity Timeline	—	✓	✓
Custom Document Types	—	✓	✓
LOI / Term Sheet Workflow	—	✓	✓
Commission Tracking	—	✓	✓
In-App Chat on Deals	—	✓	✓
Pre-Underwriting Checklist	—	✓	✓
Auto Deal Summary (PDF)	—	✓	✓
Basic Website Builder (1-page)	✓	✓	✓
Full Website Builder (multi-page)	—	✓	✓
White Labeling (Logo & Brand)	—	✓	✓
White-Label Custom Domain	—	—	✓
Basic CRM	—	✓	✓
Advanced CRM	—	—	✓
Email Marketing Campaigns	—	✓	✓
Platform Reports & Analytics	—	✓	✓
GHL Basic Sync (Add-On)	—	✓	✓
GHL Advanced CRM (Done-For-You)	—	—	✓
GHL Social Media & Campaigns	—	—	✓
GHL Email & SMS Campaigns	—	—	✓
GHL Websites + Funnels	—	—	✓
GHL AI Appointment Agent	—	—	✓
GHL Voice AI Agents	—	—	✓
Support Level	Email	Priority	Dedicated Mgr

BROKER FAQ

How Loan Automation Works for Brokers

Everything you need to know about using Loan Automation to close more commercial deals faster.

FAQ- Frequently Asked Questions

🚀 Getting Started

What is Loan Automation and how does it help brokers?

Loan Automation is a commercial loan origination platform built specifically for mortgage brokers. It replaces manual paperwork, email chains and spreadsheets with a fully automated system.

You get a branded website, smart loan wizard, automated lender matching, a client portal for document collection, and GoHighLevel integration — all in one platform.

Brokers using Loan Automation report closing deals 87% faster than traditional methods.

How do I get started as a broker?⌄

Getting started takes less than 10 minutes. Once your broker account is created by the admin, you receive an invitation email with your login credentials. You then complete your broker profile, customize your website, grab your unique loan application link, and share it with clients. Your first deal can be submitted the same day.

Do I need any technical experience to use the platform?⌄

No technical experience required. The platform is designed to be intuitive for brokers of all tech levels. Everything from submitting applications to requesting documents is guided step by step.

📝 Loan Applications

What loan types does the platform support?⌄

The platform supports all major commercial loan types:

● Bridge Loans

● Fix & Flip

● DSCR Loans

● Fix & Rent

● Hard Money Loans

● CRE Permanent Loans

● Conventional CRE

● New Construction

● Mezz Finance/Pref Equity

● CMBS Loans

● C-Pace Loans

● SBA 7(a) Loans

● SBA 504 Loans

● USDA B&I Loans

● Equipment Financing

● Purchase Order Financing

● Accounts Receivable/Payable Financing

● Business Lines of Credit

How does the multi-step loan wizard work?⌄

The loan wizard guides your client through the application in logical steps. It automatically shows or hides fields based on the loan type selected. SBA loans show fields for business financials and guarantor info. Construction loans show rehab budget and ARV fields. LTV, LTC, DSCR and cash flow are calculated in real time as fields are filled in.

Can clients fill out the loan application themselves?⌄

Yes. Every broker gets a unique public loan application URL. Share it with your client via email, text or your website. The client fills in all their information directly and the application automatically associates with your broker account. You get a notification when it is submitted and can review, edit and submit it to lenders from your dashboard.

What happens after a loan application is submitted?⌄

Once submitted, the application appears in your deal pipeline with a status of Submitted. The system automatically runs lender matching to identify the best lenders for the deal. You review matched lenders, select who to submit to, and track responses. The client receives access to their portal where they can upload documents and track progress in real time.

Is there a fee agreement built into the platform?⌄

Yes. You can generate a professional fee agreement PDF directly from any loan application. The agreement auto-populates with borrower details, loan amount, broker fee percentage, and payment terms. You send it to the client for e-signature through the client portal. All signed agreements are stored in the deal file.

Can you create your own term sheet/LOI?

Yes, You can create your own term sheet/LOI with your own logo from scratch OR you can duplicate any Lender's term sheet/LOI and re-create your own with the same figures

🎯 Lender Matching

How does the automated lender matching engine work?⌄

The matching engine compares your loan application against every active lender profile in the system. It evaluates loan type, loan amount, property type, borrower state, LTV ratio, credit score range, and DSCR. Each lender receives a match score and match reasons. You see a ranked list of the best-fit lenders, so you know exactly who to approach first.

Can I submit to multiple lenders at once?⌄

Yes. You can select one or multiple matched lenders and submit the deal to all of them simultaneously. Each lender receives only the information they need, and you track each lender response individually — including quoted rate, LTV offered, term, and any conditions.

👥 Client Portal

What is the Client Portal and how does it work?⌄

The Client Portal is a secure, private link you activate for each deal. Your client receives a unique URL giving them access to their own dashboard showing loan status, a document checklist, an upload area for each document, e-signing for the fee agreement and NDA, and a message thread to communicate with you directly.

No login or account creation required — clients just click their unique link.

How does document collection work?⌄

When you request documents from your client, a checklist is automatically generated based on the loan program. The client sees exactly which documents are needed, uploads files directly, and you receive a notification each time something is uploaded. You review and approve each document from your dashboard. No more chasing clients over email or text.

Can clients sign documents electronically?⌄

Yes. Fee agreements and NDAs can be sent for electronic signature directly through the client portal. The client reviews and signs with a single click. Signed documents are stored automatically in the deal file.

🌎 Broker Website

Do I get my own broker website?⌄

Yes, Pro and Elite package gets a fully customizable public website hosted on the GoHighLevel platform. Your website will have a list of your loan programs and services, contact information, and an embedded loan application form so clients can apply directly from your site.

Can I customize my broker website?⌄

Yes. From your GiHighLevel account dashboard > Sites, you can update your logo, banner photo, headline, about section, services list, contact details and social media links. Changes go live immediately. Your site is accessible at a unique URL you can share on business cards, email signature and social profiles.

🌎 Co-Broker Portal

Who is Co-Broker and Co-Broker Portal?

Co-Brokers, unlike Loan Officers, are not the part or employee of your company and are referral sources such as external brokers, CPAs, Accountants, Attorneys, Consultants, Business Brokers, Real Estate Brokers etc. Co-Broker portal is a separate portal for the brokers/referral sources and on the portal they can submit loan applications over their portal and communicate with the Broker/Loan Officer (You) and their clients throughout the loan process.

Why Co-Brokers and Co-Broker Portal are important to increase my revenue?

Co-Broker Portal may increase your revenue with lots of loan applications and qualified deals will be submitting by the referral sources which you may not be able to close with such an ease otherwise,

⚡ GoHighLevel Integration

How does the GoHighLevel integration work?⌄

Every new loan application is automatically synced to your GHL pipeline within 10 minutes of submission. The borrower is created as a contact in GHL and the deal is added as an opportunity in the correct pipeline stage. As the loan status changes in Loan Automation, the GHL opportunity stage updates automatically.

Can I run email and SMS campaigns from the platform?⌄

Yes. From your broker dashboard you can access GHL campaigns, create new email or SMS campaigns, select recipients from your contact list, schedule delivery and view campaign history — all without leaving Loan Automation.

What GHL pipeline stages does the system use?⌄

Submitted → Loan Application Received

Underwriting → Underwriting

Term Sheet Sent → Term Sheet Sent

Approved → File Complete

Funded/Closed → Deal Funded & Closed

🛡Fees & Support

What is the subscription fee for this platform?⌄

There are three types of packages. Basic, Pro and Elite. Subscription fee depends on which package and Users' Portals would you consider. Basic starts from $199/m, Pro starts from $399/m, and Elite starts from $699/m

What support is available to brokers?⌄

Brokers have access to the built-in FAQ, email support, and a dedicated account manager for Pro and Elite plan subscribers. The platform also includes an in-app messaging system and the GoHighLevel integration for automated follow-up sequences. GoHighLevel support is available 24/7

Is my data secure?⌄

Yes. All data is encrypted in transit and at rest. Client documents are stored in secure private storage with signed access URLs that expire automatically. NDA-protected deals require explicit approval before documents are released to lenders. Role-based access control ensures each user only sees data they are authorized to view.