Overview

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Deal Dashboard

Deal Dashboard is a tool that helps you keep your real estate partners and borrowers up-to-date on the status of their loan.

It’s essentially a hub where they can view where they are at in the origination process and receive communications.

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How it benefits you

Deal Dashboard has several benefits:

• Earn more repeat business by communicating clearly and frequently
• Increase referral business (real estate agents are x3 more like to refer borrowers to LOs that communicate well)
• Improve communication with borrower

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How it benefits your borrowers

• Keeps borrowers up-to-date
• Central hub to check on the status of their loan