Brokers submit deals and documents — into your pipeline, not your inbox.
Brokers submit new deals with the details you need, upload documents against each condition and see where their deals stand — while your team works from a clean pipeline.
What brokers can do
Step by step
- Invite the brokerFrom their contact.
- They submit dealsChecked for duplicates, approved by staff into the pipeline.
- They upload documentsDirectly against outstanding conditions.
- They follow progressStage history and fees.
What changes
- Cleaner submissions
- Less email back-and-forth
- Brokers who send you more deals
Used by
- Mortgage brokers
- Business development
Capabilities
Deal submission
Structured, complete, deduplicated.
Condition uploads
Documents land in the right place.
Deal tracking
Stage and history.
Fee payments
What has been paid and when.
Staff approval
Submissions reviewed before entering the pipeline.
Secure sign-in
Password plus code.
Questions about broker portal
Do broker submissions go straight into the pipeline?
They are reviewed by your staff first, then become leads.
Works together with
Lead pipeline
A visual pipeline from first enquiry to funded deal, with stage rules, follow-up tasks, lost reasons and the value of every stage.
Learn more →Borrower portal
A secure borrower portal for balances, payment history, statements and documents, payout statement requests, renewal responses and payment-method changes.
Learn more →Investor portal
A secure investor portal with positions, distributions, statements and T5 slips, new deal offers, renewal consent and dual-control banking changes.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.