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
PRICING
Choose Your Plan
Basic PLAN
$199/m
1 User Access
Unlimited Borrowers
(1-4) Bridge, DSCR, Fix & Flip, Construction
20+ Lenders
Short & Full Loan Application
Lender- Broker- Client Portal
5 Customizable Pipeline Stages
Lender Matching tool
Performance Analytics Reporting
Client Portal (view Status & Upload Docs)
Email Notifications
Performance Dashboard
Community/Group Support
Add-Ons:
➕ Per User Access (Add $100)
➕ CRE & Multifamily 💡 (Add $50)
➕ Asset-Based Lending 💡 (Add $50)
➕ SBA & USDA 💡 (Add $50)
➕ White-labeling 💡 (Add $50)
➕ GoHighLevel Integrations 💡 (Add $100)
➕ E-Signature 💡 (Add $50)
No contracts - cancel anytime
$399/m
3 Users Access
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 Broker Portal
Internal Loan Officer Portal
Calendar Integration
Commission Tracking
Task Management
Lender Advanced Matching
Deal Structuring Assistant
Document Automation
Team Collaboration
🔥 Pre-Underwriting Checklist
🔥 Auto Deal Summary (PDF for lenders)
Add-Ons:
➕ Per User Access (Add $100)
➕ Asset-Based Lending 💡 (Add $50)
➕ SBA & USDA 💡 (Add $50)
➕ GoHighLevel Integrations 💡 (Add $100)
➕ E-Signature 💡 (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 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
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
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
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 — 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 Super Admin, Broker, Lender 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
Client Portal
Your Clients Get a Dedicated Portal for
Every Deal
Stop chasing clients over email and text. Every deal gets its own secure portal — automatically.
📋 Automated Document Checklist
Generated automatically based on the loan program. Clients see exactly what's needed and upload directly.
✅ Electronic Signing
Fee agreements and NDAs signed with a single click — no third-party app needed.
🔔 Real-Time Status Updates
Clients always know where their loan stands. Fewer calls, fewer questions, faster closings.
💬 Direct Messaging
Broker and client communicate in a single thread — all stored in the deal file.
Brokers using the Loan Automation client portal close deals in days — not weeks.
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.
BROKER FAQ
How Loan Automation Works for Brokers
Everything you need to know about using Loan Automation to close more commercial deals faster.
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.
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.
🎯 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. 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?⌄
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.
⚡ 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
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.
What support is available to brokers?⌄
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?⌄
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 real—but they’re 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 you’re not ready to commit and put in the work, this business is not for you.