Resources

Getting started with BrokerSaaS

Welcome! You’ll be up and running in minutes.

1. Create your first contact from the Contacts module.
2. Open an opportunity to track the financing need.
3. Build the credit file: co-borrowers, income, expenses, equity, simulation.
4. Invite your client to the portal to collect documents.

Tip: use global search (⌘K) from the cockpit to navigate instantly.

Build a financing file

A file can be attached to a single contact or to a co-borrower group.

1. From the contact or group, click New credit file.
2. Enter each borrower’s income, expenses and equity.
3. Review the automatically calculated borrowing capacity.
4. Run a simulation using the reference rates configured for your office.

At closing, the file keeps a frozen financial snapshot for full traceability.

Requesting documents

Document management lets you request files directly from the client.

• Open the Documents tab of the file.
• Click Request a document and select the expected items.
• The client gets a notification and uploads files from their portal.
• Each file is versioned and can carry an expiry date.

Giving client portal access

The white-label portal lets your client follow their file and communicate securely.

1. From the contact or the file, click Invite to portal.
2. The client receives an invitation email in your office’s colors.
3. They upload documents, track progress and message you from their space.

Introducers get a dedicated space to send you their deals.

Getting a mandate signed

Send a document for signature in a few clicks:

1. From a document or a template, choose Send for signature.
2. Add the signers and the signing order.
3. The client signs remotely, with legal value.
4. The signed document is archived automatically in the file.

Calendar & appointments

Your calendar is integrated and synced with Google and Microsoft 365.

• Create an appointment from the calendar or directly from a contact.
• Enable online booking so clients can reserve a slot.
• Automatic reminders reduce no-shows.

Sync is two-way: your appointments stay up to date on both sides.