Realtor features

What realtors get

A clear look at the professional portal—dashboard metrics, borrower invites, new pre-qual, and reports history you can export.

Get Started Free See borrower features

The walkthrough

Tools that keep consultations moving

Each section below matches a live broker screen—Dashboard, Invite Borrower, New Pre-Qual, and Reports History.

Hub

Professional workspace

Work from your professional dashboard

See active applicants, reports this month, strong-profile rate, average DTI, and pipeline statuses—then jump straight into a new pre-qual when intake is waiting.

Pipeline snapshot — pending invites, awaiting share, assessment ready, and update requested at a glance.
Outcome charts — profile outcome and credit-score distribution help you spot patterns across applicants.
Run New Pre-Qual — start a fresh workflow from the welcome banner when submissions are waiting.

Dashboard — active applicants, pipeline statuses, and outcome charts.

Invite

My Applicants

Invite a borrower securely

From My Applicants, send a secure invitation link. The borrower must accept and authorize sharing before you can view their readiness summary.

Invite Borrower — collect first name, last name, email, and optional mobile.
Email delivery — the invitation is always sent to the email address you enter.
Authorization required — an invite alone never opens the readiness file.

My Applicants — Invite Borrower modal with secure invitation fields.

Pre-Qual

Instant assessment

Run a new pre-qualification

Enter applicant identity, income, and debts to get an instant profile assessment—with a live preview of estimated DTI and housing capacity as you type.

Applicant identity — name, address, date of birth, and soft-pull consent when required.
Income & debts — gross monthly income and existing monthly obligations.
Live Preview — estimated DTI, max housing payment, and soft-pull notice update in real time.

New Pre-Qual — applicant form with live DTI and housing preview.

History

Export ready

Review and export reports history

View every pre-qualification report you have run—filter by outcome or time, open a report, and export matching results to CSV.

Outcome totals — Strong Profile, Needs Review, and Further Evaluation counts across runs.
Search & filters — find applicants by name, outcome, or date range.
Export CSV — download filtered report runs for your own records and follow-up.