Create a Deal

Create the deal record first, then use Submissions to select the lender route, curate the package, clear readiness requirements, and send.

Create the Deal

1. Select New deal and choose the Deal Type.
2. Choose a compatible Board, or let BrokerPlus place the deal on a compatible board and its first stage.
3. Add a Primary Applicant and Borrower Profile now or later. Both are optional at creation.
4. Create the deal and open its Submissions page.

Build the Lender Package

Follow the page in order: Lender & product, Documents, then Review & send.

1. Select a lender before choosing Build package. Product selection is optional. If no lender is available, sync the lender catalogue.
2. Review the selected lender and product, then choose the package documents.
3. Rename or reorder documents and save the changes.
4. Select Rebuild before downloading or sending. Package edits make the previous build out of date.

To choose pages inside a PDF, open the document from the deal and select Pages. Hide pages or drag them into order, then choose Save Pages. At least one page must remain. Show All restores the original order; save that change to apply it.

The original document and compliance export remain complete. Your page choices apply only to the lender package. After saving page changes, rebuild the package before downloading or sending it. Use the preview beside a package document to inspect its lender copy.

If BrokerPlus cannot prepare your selected pages, the package build stops. It does not send the original document instead. Review the page selection or replace an unreadable file, then rebuild.

Lender and product routing stays fixed for the submission. You can still curate the documents included in its package.

Clear Readiness and Send

Pre-send review findings are informational. Hard readiness checks cover borrowers, conditions, documents, closing date, bureau results, consent, AML, disclosure, suitability, KYC, and lender validation.

Follow Tour the Compliance Record on a Deal for the identity, AML, consent, disclosure, suitability, and KYC work behind those messages.

Validate is useful but optional because Submit to lender runs the same readiness checks again.

The application and documents are separate sends. If a current package is ready, BrokerPlus sends it after the application. Use Send documents to retry the package without resending the application.

Track the Response

Use Check for decision for Velocity responses. For email or offline replies, use Record lender response.

View-only users can inspect submissions but cannot create, edit, validate, send, poll, or record a response.

What to Do Next

Continue with Tour the Compliance Record on a Deal.