Client & Partner Portal
Secure & private
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Create your broker account
This is your main account. You'll invite clients, realtors, lawyers & admins after.
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Add a profile photo (optional)
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Join your broker's app
Use the same email your mortgage broker invited. They control which files you can see.
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Profile photo (optional)
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Welcome back
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Owner / Master tester
👑 Full access · view as anyone
Create your owner account (this is your master tester login).
Broker subscription
Choose a new password
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Master tester 👑
View the app exactly as any person, on any file.
View the app as…
Pick anyone below to see their exact view. Tap the black bar at the top to switch or exit anytime.
🏦 Lender policy portals
Generate a private link for a lender's rep. They sign in and edit that lender's policy — it updates the underwriter instantly, no review needed.
🧠 Train the underwriter
Teach the AI how brokers actually talk and think. Add a term (broker slang → what it really means) or a rule (a judgment call). These take priority over its defaults and apply instantly to every broker's answers.
🔀 Possible duplicate lenders
Records that look like the same lender under two names — a stale duplicate can feed the underwriter old data. Review and consolidate if needed.
💳 Billing & distribution
Owner-only. Set the iPhone-app download link and comp/monitor broker subscriptions.
Manage accounts
Owner-only. Delete an account if needed — this removes them from every file they're on.
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My Files
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File Team
All parties on this file