β‘ #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.
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 β 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 β 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 β roles enforced automatically.
4 User Roles
Document Management
22 loan program-specific document checklists. Upload, review, approve β 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 β brokers manage their pipeline,
loan officers close deals, and clients stay informed and engaged without flooding your inbox.
𧬠Broker Portal
π Full Pipeline Management
π Branded Website & Apply Link
π Fee Agreement Tools
β‘ GoHighLevel CRM Sync
π Shareable Application Links
π― Lender Matching & Submission
π¬ Document Management
πΌ Loan Officer Portal
π Assigned Deal Dashboard
π Document Request Engine
π¬ Direct Borrower Messaging
π Lender Submission Tools
π Deal Audit Trail
π No Admin or Lender Access
π₯ Sub-Broker Portal
π π Own Client Management
π Deal & Client Portal
π Document Exchange
π¬ Direct Communication
π« No Internal Access
π€ Client Portal
π Automated Document Checklist
β Electronic Signing
π Real-Time Status Updates
π¬ Direct Broker Messaging
𧬠Broker Portal
FULL ACCESS
Your command center for every deal in your pipeline. Submit loans, track statuses, manage lender relationships, collect documents β all in one place without switching tools.
π Full Pipeline Management
Submit new loans, track every deal through all stages, and get notified the moment a lender responds or a document is uploaded.
π Branded Website & Apply Link
Every broker gets a hosted commercial lending website and a unique apply URL. Leads sync to GHL automatically.
π Fee Agreement Tools
Generate, send, and track fee agreements inside your portal. Get notified the moment a client signs.
β‘ GoHighLevel CRM Sync
Every deal, contact, and status change syncs to your GHL pipeline automatically β zero manual entry.
π Shareable Application Links
Generate a unique loan application link for each broker. Leads submitted through the link are automatically associated with your account.
π― Lender Matching & Submission
Automatically matches deals with suitable lenders and submits applications from a single platform.
π¬ Document Management
Securely collect, organize, and share borrower documents in one centralized location.
πΌ Loan Officer Portal
TEAM ACCESS
Built for loan officers who need to move fast and stay organized. Manage assigned deals, communicate with borrowers, request documents, and keep every file audit-ready without the admin overhead.
π Assigned Deal Dashboard
See every deal assigned to you β status, borrower info, outstanding docs, and lender responses in real time.
π Document Request Engine
Send structured doc request lists to borrowers in one click. Track received, pending, and get notified on every upload.
π¬ Direct Borrower Messaging
Communicate with borrowers inside the deal file. Every message is time-stamped, stored, and linked to the loan.
π Lender Submission Tools
Access the lender matching engine, review ranked lender lists, and submit deals on behalf of your broker with a full audit trail.
π Deal Audit Trail
Track every action, update, and communication throughout the loan process with a complete audit history.
π No Admin or Lender Access
Keep borrower and deal data privateβonly authorized brokerage users can access your files.
π₯ Co-Broker Portal
REFERRAL ACCESS
π‘ Not part of the brokerage. Sub-Brokers are independent referral partners who send deals to the brokerage on a deal-by-deal basis. They do not have access to the main broker pipeline, lender database, or internal operations β but they have complete control over their own clients and submitted deals.
A focused, lightweight portal for external referral partners. Sub-Brokers submit deals, manage their clients, exchange documents, and communicate with the assigned loan officer or admin β without visibility into anything beyond their own book of business.
π Own Client Management
Full control over their own clients β contact info, deal status, document uploads, and communication history β completely isolated from other brokers.
π Deal & Client Portal
Submit new deals and track each one through the pipeline. See real-time status updates from the brokerage without accessing internal systems.
π Document Exchange
Upload and receive documents for each deal directly through the portal. No email chains β all files are stored securely and linked to the deal.
π¬ Direct Communication
Message the assigned loan officer, the main broker, or the admin directly from inside the deal. All communication is deal-specific and fully logged.
π« No Internal Access
Sub-Brokers cannot see the lender database, other brokers' deals, pipeline reporting, team members, or any internal brokerage operations.
π€ Client Portal
CLIENT ACCESS
Every deal gets its own secure client link β no account required. Clients upload documents, track their loan status, e-sign agreements, and message their broker directly. Stop chasing clients over email and text, forever.
π Automated Document Checklist
Generated automatically by the loan program. Clients see exactly what's needed and upload directly β no confusion, no calls.
β Electronic Signing
Fee agreements signed with a single click β no DocuSign, no third-party apps. Stored inside the deal file automatically.
π Real-Time Status Updates
Clients always know exactly where their loan stands. Fewer check-in calls, fewer text messages, faster closings for everyone.
π¬ Direct Broker Messaging
Borrower and broker communicate in a single thread β all stored, timestamped, and permanently linked to the deal file.
THE DIFFERENCE
Before vs. After Loan Automation
See what changes when you replace manual processes with automation.
β Without Loan Automation
π΄ Chasing clients for documents over email and text
π΄ Manually searching for lenders that fit each deal
π΄ Spreadsheets to track deal stages
π΄ Printing and scanning fee agreements
π΄ No visibility on where each deal stands
π΄ Clients calling you for status updates constantly
π΄ Deals falling through due to slow document collection
β With Loan Automation
π’ Clients upload documents to their portal automatically
π’ Lender matching runs instantly on every submission
π’ Live pipeline dashboard β every deal at a glance
π’ Fee agreements signed digitally in minutes
π’ Real-time deal status visible to everyone
π’ Clients self-serve through their own portal
π’ 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 β 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
β 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.
Scale Your Brokerage Faster
Transparent pricing for high-value loan brokerage workflows.
BASIC
billed yearly
Unlimited Borrowers
Web- Based Loan Application
Open API
(1-4 Units) Residential Loans
Bridge, DSCR, Fix & Flip, Construction Loans
20+ Lenders Network
Lender Portal
Broker Portal
Client Portal
5 Customizable Pipeline Stages
Lender Matching Tool
Performance Analytics Dashboard & Reporting
Loan Status & Doc Upload Portal
Email Notifications & Reminders
Community & Group Support
PRO
billed yearly
Unlimited Co-Brokers
CRE & Multifamily, CMBS, Mezz/Pref Loans
Lender Marketplace
Basic CRM Included
Add Your Own Lenders
40+ Lenders Network
Basic Workflow Automation
White Labeling
Unlimited Pipeline Stages
Issue Internal LOI/Term-Sheet
Custom Web Forms
External Broker Portal
Internal Loan Officer Portal
Calendar & Task Management
Commission Tracking
Deal Structuring Assistant
Document Automation
π₯ Pre-Underwriting Checklist
π₯ Auto Deal Summary (PDF)
ELITE
billed yearly
All Lending Products
100+ Lenders Network
Custom Loan Programs
Lender Marketplace (multiple quotes)
Branch Management (up to 3)
White-Labeling (Custom Domain)
Auto Follow-Ups (Clients + Lenders)
Lender Marketplace (get multiple quotes)
White-Labeling (custom domain, remove branding)
Advanced GoHighLevel Integrations:
Advanced CRM (Done-For-You Setup)
Social Media One-Click Integration
Email & SMS (Pre-Built Campaigns)
Advanced Workflow Automation
Unlimited Webinars & Lead Capture
Unlimited Websites + Funnels (NO Hosting fee)
Unlimited Webinars & Lead Capture
Custom Domain
Auto LOI Generator + E-Signatures
Auto Follow-Ups (Clients + Lenders)
PRICING
Choose Your Plan
Basic PLAN
$199/m
1 User Access
Unlimited Borrowers
Bridge, DSCR, Fix & Flip, Construction (1-4 unit)
20+ Lenders
Web-Based Loan Application
Lender Broker
Broker Portal
Client Portal
5 Customizable Pipeline Stages
Lender Matching tool
Performance Analytics Reporting
Email Notifications & Reminders
Performance Dashboard
Community/Group Support
Add-Ons:
β Per User Access (Add $100)
β CRE & Multifamily π‘ (Add $50)
β Asset-Based Lending π‘ (Add $50)
β SBA & USDA π‘ (Add $50)
β White-labeling π‘ (Add $50)
β GoHighLevel Integrations π‘ (Add $100)
β E-Signature π‘ (Add $50)
No contracts - cancel anytime
$399/m
3 Users Access
Unlimited Co-Brokers
Client & Broker Loan Application
CRE, Agency (5+), CMBS, Mezz/Pref,
Lender Marketplace
Basic CRM
Add Your own Lenders
40+ Lenders
Basic Workflow Automation
White Labeling
Unlimited Pipeline Stages
Issue Internal LOI/Term-Sheet
Custom Web Forms
External Co-Broker Portals
Internal Loan Officer Portals
Calendar Integration
Commission Tracking
Task Management
Lender Advanced Matching
Deal Structuring Assistant
Document Automation
Team Collaboration
π₯ Pre-Underwriting Checklist
π₯ Auto Deal Summary (PDF for lenders)
Add-Ons:
β Per User Access (Add $100)
β Asset-Based Lending π‘ (Add $50)
β SBA & USDA π‘ (Add $50)
β GoHighLevel Integrations π‘ (Add $100)
β E-Signature π‘ (Add $50)
No contracts - cancel anytime
ELITE PLAN
$599/m
5 Users Access
All Lending Products
100+ Lenders
Advanced CRM (Done-For-You Setup)
Custom Loan Programs
Lender Marketplace (get multiple quotes)
Branch Management (up to 3 branches)
White-Labeling (custom domain, remove branding)
Advanced GoHighLevel Integrations:
Social Media Integration
Social Media posts= one click
Email & SMS (Pre-Built Campaigns)
Advanced Workflow Automation
Websites + Funnels (NO Hosting fee)
Unlimited Webinars, Funnels & Lead Capture
Custom Domain
Auto LOI Generator + E-Signatures
Auto Follow-Ups (Clients + Lenders)
No contracts - cancel anytime
Loan Types:
1-4 Units: Bridge, DSCR, Fix & Flip, Construction
Commercial Real Estate: Permanent, Agency, CMBS, Mezz/Pref, C-Pace
Asset-Based Lending: PO, AR, AP, Equipment
Government Loans: SBA 7a, SBA 504, USDA B&I
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
π 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 β all in one platform.
Brokers using Loan Automation report closing deals 87% faster than traditional methods.
How do I get started as a broker?β
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?β
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.
π Loan Applications
What loan types does the platform support?β
The platform supports all major commercial loan types:
β Bridge Loans
β Fix & Flip
β DSCR Loans
β Fix & Rent
β Hard Money Loans
β CRE Permanent Loans
β Conventional CRE
β New Construction
β Mezz Finance/Pref Equity
β CMBS Loans
β C-Pace Loans
β SBA 7(a) Loans
β SBA 504 Loans
β USDA B&I Loans
β Equipment Financing
β Purchase Order Financing
β Accounts Receivable/Payable Financing
β Business Lines of Credit
How does the multi-step loan wizard work?β
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?β
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?β
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.
π― Lender Matching
How does the automated lender matching engine work?β
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?β
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 β including quoted rate, LTV offered, term, and any conditions.
π₯ Client Portal
What is the Client Portal and how does it work?β
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 β clients just click their unique link.
How does document collection work?β
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?β
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.
π Broker Website
Do I get my own broker website?β
Yes. Every broker gets a fully customizable public website hosted on the Loan Automation platform. Your website includes a hero section with your photo and tagline, 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?β
Yes. From your broker dashboard 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.
β‘ GoHighLevel Integration
How does the GoHighLevel integration work?β
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?β
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 β all without leaving Loan Automation.
What GHL pipeline stages does the system use?β
Submitted β Loan Application Received
Underwriting β Underwriting
Term Sheet Sent β Term Sheet Sent
Approved β File Complete
Funded/Closed β Deal Funded & Closed
π‘Fees & Support
Is there a fee agreement built into the platform?β
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.
What support is available to brokers?β
Brokers have access to the built-in FAQ, email support, and a dedicated account manager for Pro and Agency plan subscribers. The platform also includes an in-app messaging system and the GoHighLevel integration for automated follow-up sequences.
Is my data secure?β
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.
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LOAN AUTOMATION software is created for loan advisors and brokers to accelerate the loan process and save time
Disclaimer: The success stories you see from our students are realβbut theyβre not guaranteed for everyone. Your results will depend on your background, experience, work ethic, and how much effort you put in.
Commercial lending is a business that takes consistent action, focus, and risk-taking. If youβre not ready to commit and put in the work, this business is not for you.