Whether you're an independent loan advisor or a fast-growing brokerage, our custom solutions help you automate everything from borrower onboarding to lender matching, proposal generation, compliance checks, and real-time reporting.
We help modernize outdated workflows so you can move faster, reduce risk, and win more business — all while delivering a seamless experience to your clients.
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What Is Loan Brokerage Software?
Loan brokerage software is a digital platform that helps brokers manage the entire lending process — from initial borrower intake to final payout.
It acts as a central hub to:
​Collect loan applications
Match borrowers to the most suitable lenders
Generate proposals and contracts
Ensure compliance
Track deals in real-time
Instead of managing everything in spreadsheets, email threads, or disconnected CRMs, you get a cloud-based loan broker CRM system that runs your operations intelligently.
If you're still managing deals manually or using off-the-shelf tools not built for brokers, you're likely facing:
Manual Data Entry:
Repetitive admin tasks slow you down.
Disconnected Systems:
No central platform for borrower and lender communication
Paperwork Bottlenecks:
Endless PDFs and documents handled by hand
Compliance Pressure:
Risk of audit failure or non-compliance
Lost Deals:
Clients drop off due to poor user experience or slow response
Our Loan Brokerage Platform — Built Just for You
We don’t sell generic software. We design and develop tailor-made platforms based on your business model, regulatory needs, and client expectations. Whether you need an automated CRM, an AI lender matching engine, or a fully custom loan origination platform — we’ve got you covered.
AI-Powered Chatbot for Borrower Intake
Capture and qualify new leads automatically with a smart loan application chatbot.
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Ask pre-set questions (loan type, amount, property info)
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Auto-fill borrower forms
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Validate identity and business details
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Works 24/7 on your website or portal
AI Lender Matching Engine
Instantly match borrowers with the right lenders using machine learning.
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Cross-reference borrower profiles with lender criteria
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Rank and score lenders for best-fit
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Increase match accuracy from 60% to 85%
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Save hours per deal and reduce rejection rates
Automated Loan Proposal Generation
Generate pre-filled, lender-specific loan proposals in seconds.
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Auto-calculate advance amounts, discount rates, and fees
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Customize by lender templates
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Share via secure link or downloadable PDF
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Manual overrides and AI suggestions available
Delight clients with a secure borrower portal to view their loan journey, upload documents, and track progress.
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Reduce support emails and calls
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Provide live updates and alerts
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Built-in chatbot and help center
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Custom-branded for your business
Compliance & Deal Analytics
Stay audit-ready with built-in regulatory compliance features and performance tracking dashboards.
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Track KYC/AML compliance for every application
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Get deal lifecycle visibility (submission → approval → funding)
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Analyze average deal time, drop-off rates, and lender performance
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Export reports for your CRM or regulator
Integrations & Scalability
We can integrate with:
Credit bureaus (Creditsafe, Experian)
CRM tools (HubSpot, Salesforce)
Accounting software
Lender APIs
ID verification tools
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Our Agile Delivery Process
Our loan broker platform development approach is transparent, collaborative, and fast. Most platforms go live in 12 weeks.
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Discovery & Planning
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UX Design
Custom UI tailored to your borrower flow
Backend & Frontend Development
AI, automation, and integration
Testing & QA
Extensive user and system testing
Launch & Support
Deployment and ongoing improvements
What You Can Expect
Metric
Before Our Platform
After Implementation
Time to Process Applications
45 mins
10 mins
Client Drop-Off Rate
40%
<10%
Lender Match Accuracy
~60%
85%+
Monthly Deals Closed
12
18–20
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