Every deal has a home. Filter by tier and loan type. Click any card to view details, add private notes, or load into a term sheet.
Track every active deal from first contact to close. Drag between stages or click a deal to edit. Data saves locally in your browser.
Select deal size tier and loan purpose to instantly surface the right lenders. No more guessing who handles what.
Industry-standard sliding scale fee guidance. Enter the loan amount to see the recommended fee range, suggested fee, and your estimated gross commission.
Standard industry fee ranges by deal size. Always negotiate based on deal complexity, lender type, and relationship.
| Deal Size | Loan Type | Fee Range | Notes |
|---|
Select loan type to generate the exact document checklist to send your borrower. Check off items as they come in.
Generate a professional deal memo from your Matcher form. Select target lenders first, then generate.
Build a branded term sheet for any deal size. Click "Use for Term Sheet" from any lender card to pre-fill the lender name.
Fill in the form above and click Build Term Sheet
Protect your commission before introducing any party. Fee auto-fills from the sliding scale based on loan amount — override as needed.
Fill out the form above and click Generate NDA
Your client rolodex. Add borrowers, referral partners, and business contacts. All data saves locally in your browser.