• Use the platform pipeline to see stage, outstanding items, and lender communications.

• Automated reminders and document checklists help keep files moving.

1. Permanent, bridge, construction, and SBA 7(a)/504 (if applicable).

2. Agency-eligible multifamily (e.g., Fannie/Freddie) where applicable, plus bank, credit union, life co., debt fund programs.

3. Loan sizes typically range from small-balance to institutional; minimums and maximums depend on lender programs.

Real Estate Assets:

• Multifamily

• Office

• Retail

• Industrial

• Self-storage

• Hospitality

• Mixed-use

• Mobile home parks

Loan Programs:

• SBA 504 / SBA 7(a)

• Bridge loans

• Conventional loans

• Agency loans (Freddie Mac, Fannie Mae)

• CMBS

• Construction loans

Yes. Although, we focus only on real estate deals but if you ever come across any non-real estate deals, I also have "home" for it.

• Follow brand and marketing guidelines provided during onboarding.

• Use approved language and disclaimers; avoid implying lender commitments.

• You can pivot to alternative lenders/programs when feasible.

• Post-mortem review available to improve future packaging and lender alignment.

• Submit interest form and professional details (experience, geography, product focus).

• Compliance review and agreement execution.

• Platform training and enablement: how to package deals, request quotes, and manage pipeline.

• Access to a marketplace of lenders and programs in one place.

• Scenario pricing, side-by-side quote comparisons, and document workflow.

• Status tracking, communication tools, and analytics to help win and close more deals.

No license is required to originate commercial loans. However, you should have basic knowledge of commercial real estate or lending, or be willing to learn through their training and mentorship resources..

• Executive summary, sources/uses, business plan, rent roll, T-12, trailing financials, borrower REO and net worth/liquidity, photos, and third-party reports if available.

• Clear loan request terms (proceeds, LTC/LTV, rate targets, IO, prepay, closing timeline).

You earn a commission split on each successfully closed loan. Offers a 60% to 90% split of the adjusted gross commissionable income, depending on your level and performance.

No, you are responsible for sourcing your own clients. We provides the technology, lender access, and support to help you close those deals more efficiently.

No upfront membership fee in most cases; platform or deal fees may apply and will be outlined in your agreement.

• Onboarding training, product matrices, intake checklists, and packaging templates.

• Deal desk support to help structure requests and match to lenders.

• Regular updates on lender appetite, rate changes, and program nuances.

• Nationwide coverage for most commercial asset classes, subject to lender and state constraints.

• Certain products or lenders have state-specific eligibility.

• Government-issued ID, W-9, company formation docs (if applicable), E&O insurance (if required).

• Licensing info (if applicable), resume or track record, and references.

• Signed originator agreement and compliance acknowledgments.

• Yes, subject to disclosure and compliance. Co-broker agreements must be documented; fee splits agreed in writing before submission.

• Build and manage pipelines of prospective borrowers, brokers, and referral partners.

• Recruit, onboard, and expand relationships with lending partners.

• Drive qualified deal flow to the platform and increase close rates via strategic partnerships.

• CRE investors/operators, mortgage brokerages, boutique investment sales shops, property managers, and accountants/CPAs with CRE clients.

• Lender segments: banks, credit unions, debt funds, life companies, SBA lenders, and agency correspondents.

Onboarding on our platform, lender program landscape, and submission standards.

• Objection handling, demo scripts, and case studies.

• Ongoing updates on market rates, underwriting trends, and program changes.