Broker Portal & Commission Management
Give your brokers a white-labeled portal to submit deals, track status, and view commissions — while you manage performance, tiers, and payouts from a single dashboard.
Everything You Need to Manage Your Broker Network
From broker onboarding to commission payouts, LendAutomate gives you complete control over your broker relationships and deal flow.
Broker Onboarding & Registry
Streamline broker onboarding with digital agreements, license verification, and a complete broker registry with performance history and tier management.
- Digital broker agreement and onboarding
- License and credential verification
- Broker profile with performance history
- Tier-based broker classification
- Broker contact and company management
- Onboarding status tracking
Broker Deal Submission Portal
A white-labeled portal where brokers submit deals, upload documents, and track application status in real time — reducing inbound calls and emails to your team.
- White-labeled broker submission portal
- Online deal submission with document upload
- Real-time application status tracking
- Automated acknowledgement and status emails
- Broker-specific deal pipeline view
- Mobile-responsive portal design
Commission Management & Ledger
Automate commission calculations based on configurable fee schedules. Track earned, pending, and paid commissions with a full commission ledger and payment history.
- Configurable commission fee schedules
- Automated commission calculation on funding
- Commission ledger with full payment history
- Pending vs. paid commission tracking
- Commission statement generation
- Clawback and adjustment management
Broker Performance Analytics
Track broker performance with submission volume, approval rates, funded loan totals, default rates, and commission earned — all in a dedicated broker analytics dashboard.
- Broker submission volume and conversion rates
- Funded loan totals by broker
- Default rate tracking by broker
- Commission earned and YTD totals
- Broker leaderboard and ranking
- Period-over-period performance comparison
Broker Notifications & Updates
Keep brokers informed automatically with status update notifications, document request alerts, approval notifications, and funding confirmations.
- Automated deal status update notifications
- Document request alerts to brokers
- Approval and conditional approval notices
- Funding confirmation with commission details
- Configurable notification preferences
- Notification delivery tracking
Broker Tier & Incentive Management
Create tiered broker programs with volume-based incentives, preferred status, and priority processing. Reward your top-producing brokers automatically.
- Multi-tier broker classification system
- Volume-based incentive structures
- Priority processing for preferred brokers
- Automatic tier promotion rules
- Incentive payout tracking
- Tier performance reporting
Session Reminders & Re-engagement Campaigns
Automated reminders and re-engagement campaigns keep your broker channel active. Trigger campaigns when brokers have not logged in or submitted a deal within a configurable period.
- Inactivity-based session reminder emails
- Configurable re-engagement campaign sequences
- Broker login frequency analytics
- Automated check-in nudges for dormant brokers
- Re-engagement performance tracking
- Suppression rules for active brokers
Submissions Queue & Triage
Manage all incoming broker deal submissions from a centralized queue. Prioritize, assign, and track every submission with SLA timers, auto-acknowledgment, and workload balancing.
- Centralized broker submissions queue
- SLA timer per submission with escalation alerts
- Auto-acknowledgment emails to brokers on receipt
- Team workload distribution and assignment
- Submission completeness scoring
- Bulk triage and status update tools
Automate Every Commission Calculation
Define commission schedules by broker tier, loan type, or deal size. LendAutomate calculates commissions automatically at funding, tracks clawbacks, and generates commission statements — eliminating spreadsheet reconciliation entirely.
Broker Commission Dashboard
Works Seamlessly With
Frequently Asked Questions
Everything you need to know about the Broker Portal module.
See the Broker Portal in Action
Book a personalized demo and see how LendAutomate can transform your broker relationships and eliminate commission reconciliation work.