PRIVATE LENDER ACCESS
Assigned referrals and clear next actions.
Review new opportunities, record short status updates, and keep compensation reconciliation in one place.
SECURE ACCESS
Reset lender portal access.
This owner-issued link expires after seven days and can be used once.
ONE-TIME SETUP
Set your local clock and credit box once.
Your offer and borrower-contact deadlines will run only during the business hours in the time zone you select.
OPERATING VIEW
What needs attention now.
RESPONSIBILITY CLOCK
Next actions
Deadlines follow your local business hours. Waiting on the borrower pauses lender-controlled urgency but still needs a brief update.
RECENT ACTIVITY
Referral history
MATCHED TO YOUR CREDIT BOX
New opportunities
Review the project summary and accept or decline by the deadline shown.
ASSIGNED TO YOUR ORGANIZATION
Referral workspace
Record a short update, release a referral when needed, and keep the next action clear.
YOUR REFERRAL LEDGER
Filter, audit, and export.
Use the filters to review or download the referrals accepted by your organization.
| Referral | Borrower / project | State | Loan type | Requested | Stage | Target close | Funded | Payment |
|---|
Exports reflect the filters and records visible when the download is created. Loan amounts and statuses are lender-reported operational data, not approval or performance claims.
30% OF FEE ACTUALLY RECEIVED
Compensation ledger
The two-business-day clock starts when your organization receives its broker or lender fee.
ROUTING INPUTS
Availability and credit box
Pause new referrals before a capacity constraint. Accepted referrals remain visible.