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Deal Creation - For Borrowers & Brokers

Your deal, ready to send in minutes.

Enter the property and loan request, or upload the deal file you already have and let the platform fill the fields for you.

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Included on every plan.

Create a DealInteractive prototype
What it is

One record, everything attached.

The deal becomes the single record every quote, message, and document attaches to - so nothing scatters across inboxes.

Upload and auto-fill

Upload a deal file you already have and the platform pulls the fields for you - no retyping.

One record for everything

Every quote, message, and document attaches to this one deal, and it stays a draft until you're ready to send.

Answers

Create a Deal questions

Enter the property, the loan request, and the sponsor - or upload the deal file you already have and the platform fills the fields for you. It takes a few minutes.

Yes. Upload your existing deal document and the platform reads it and pulls the fields automatically, so you start from a finished draft rather than a blank form.

No. It stays a draft until you're ready. When you are, send it to your lenders or post it to the network - all quotes and documents attach to this one record.