Your lender network, in one place.
A CRM-like home for your lender relationships - import contacts, tag each lender by focus, and keep every shared deal, message, and quote on the profile.
Included on every plan.
Your relationships, organized.
Search and filter your network by tag, activity, property type, or geography - and share a deal or start a message in one click.
Import and dedupe
Add lenders manually or by CSV, with duplicate detection built in.
Tag and track
Tag by lending focus and keep every shared deal, message, and quote on the profile.
Share in one click
Send a deal or start a message from any profile instantly.
Lender List questions
Import them manually or by CSV - duplicates are flagged automatically - then tag each by lending focus.
Your full interaction history with each lender: shared deals, messages, quotes, and their saved preferences and past terms.
Yes. Import by CSV or add them manually - duplicates are flagged automatically.
Yes. Search and filter by tag, activity, property type, or geography, then share a deal or start a message from any profile.
Building your lender list is included on every plan.
Keep your network in one place
Import your lenders, tag them, and share a deal in one click.
I am aBasic plan, $0. No credit card, no commissions.