Mortgages

How Boards, Stages, and Status Fit Together

Learn the difference between the board a deal sits on, the stage it has reached, and its lifecycle status.

Review Your Seeded Boards

Understand the five boards BrokerPlus creates for you, add another from a template, and delete one you do not use.

Customize A Board's Stages

Add, rename, reorder, colour, and describe the stages a deal moves through, and choose which one new deals land in.

Make a Stage Read-Only

Lock every deal that lands in a stage so the file stops changing, and unlock one when it needs an edit.

Set Requirements on a Stage

Require fields to be filled before a deal can enter a stage, and understand what a broker sees when a move is refused.

Set Rules Per Deal Type

Apply a stage requirement to only some deal types, and see how a deal's type decides which board it lands on.

Let BrokerPlus Suggest Stage Moves

Decide whether BrokerPlus may ask you to move a deal, and which stages your assistant may move a deal into or out of on its own.

Work Deals on the Board

Move deals between stages and boards, switch between the board and list views, and open a deal without leaving the page.

Select and Update Several Deals at Once

Pick a set of deals on the board and move, duplicate, mark dead, or archive them in one action.

Find a Deal With Search and Filters

Search every board at once, narrow a board by stage, type, owner, status, amount, closing date or year, documents, or source, and sort what is left.

Tag Deals

Create your own deal tags, apply them from the deal or the board, and filter a board by tag.

Save a Deal View

Save a board, filter, and sort combination under a name so you can return to it in one click.

Work Deals in the Advanced Grid

Open your whole book as a spreadsheet grouped by closing month, tick the workflow checkpoints, and edit the mortgage and commission figures in place.

Set How Deals Are Named

Choose which parts of a deal make up its name across every board, and rename a single deal by hand.

Archive and Restore a Deal

Take a deal off your pipeline without deleting its record, find it later under Archived, and put it back.

Create a Deal

Open a new deal record, attach the client, and set the type, board, and stage it starts in.

Tour the Deal Record

Learn what each section of a deal holds, what the header and the pinned figures tell you, and where the key details, notes, and suggestions sit.

Manage the People on a Deal

Add co-applicants, cosigners, and guarantors, assign the agent and underwriter, and put the realtor, lawyer, and other partners on the file.

Fill In the Application

Complete the application section by section, see which answers came from the client, and check the file before it goes out.

Work With Application Scenarios

Fork the application into a second scenario, name each one, and choose which scenario the lender receives.

Pull a Credit Report

Record the client's consent, pull the bureau report for each borrower, and read the score, the report, and your own credit note.

Manage Documents on a Deal

Upload, verify, preview, download, and remove the documents on a file, and ask the client for a better copy when one is wrong.

Combine Pages Into a New Document

Pull pages out of several documents into one new file, and move a page from one document into another.

Read the Analysis Tab

Read what the client's documents say about income, debts, down payment, and the property, and check the file against a lender's profile.

Write Notes on a Deal

Keep notes on a file, give them a type, pin the ones that matter, and mention a teammate.

Read the Deal Activity Timeline

See everything that has happened on a file, filter it by kind, and open a message or a note in place.

Build the Mortgage Process Checklist

Set the steps every file walks through, tick them off on a deal, and put them in the order your brokerage works.

Use the Deal Calculator

Work payment, sale, and debt consolidation numbers on a deal, then apply them to the file or save them as a scenario.

Record Commission on a Deal

Record the finder's fee, bonus, insurance, and other income on a file, mark each line expected, invoiced, or received, and note a buydown.

Connect Velocity or Finmo for Lender Transmit

Connect the system your brokerage submits through so BrokerPlus can send a deal to a lender, and understand what each connection mirrors.

Keep a Deal in Sync With Velocity or Finmo

Push a deal into the system you submit from, see what it is mirroring, and settle a field the two systems disagree on.

Set Your Submission Standards

Give BrokerPlus example underwriter notes and standing instructions to write from, test the note it writes, choose how package documents are named, and decide whether documents verify themselves.

Choose Lenders for a Submission

Pick the lender and product a deal goes to, using the fit ranking against the file's ratios and insurability.

Curate the Lender Package

Choose which documents go to the lender, rename and reorder them, and build the package before it is sent.

Write the Underwriter Note

Let BrokerPlus draft the cover note for a lender from the file and your playbook, then edit it before it goes out.

Clear the Readiness Checks

Understand the three checks a submission has to pass, what each blocker is asking for, and which items only advise.

Send a Submission

Validate the application, send it and its documents to the lender, and resend the documents after a change.

Track a Lender's Response

Follow a submission from sent to decision, check for a Velocity decision, and record what a lender said by email.

Track Conditions on a Deal

Record what the lender still needs, read conditions straight off the commitment letter, assign and satisfy them, and ask the client for what is missing.

Manage Lender Documents After Approval

Add the commitment letter and funding forms to a deal, let BrokerPlus fill the fields it already knows, and send the rest out for signature.

Work With Offers

Record the lender offers on the table, compare payments, premium, penalty, and closing costs side by side, and model what-if scenarios.

Mark a Deal Funded, Closed, or Dead

End a deal with the right outcome, clear the compliance gate that funding runs, and reopen a dead deal if it comes back.