Commercial loan origination software for brokers is purpose-built to help independent commercial finance professionals manage borrower intake, structure complex deals, match with lenders, and deliver fundable loan packages with speed and precision. In a world of nuanced credit profiles, custom terms, and multiple stakeholders, brokers need a platform that supports the flexibility and transparency commercial lending demands.
Whether brokering bridge loans, SBA financing, or investor-backed commercial real estate deals, the right software helps you scale your pipeline, streamline operations, and stay organized from inquiry to closing.
Unlike residential lending, commercial loans often involve entities, layered collateral, multi-year financials, and highly customized terms. Broker-focused LOS systems help manage this complexity with structured workflows and templated documentation.
A powerful LOS helps you maintain a library of lenders, funding criteria, rate sheets, and submission requirements—so you can match borrowers to the right capital source instantly.
Organized pipelines, fast document intake, and pre-filled submission templates give brokers the tools to move deals through underwriting faster and with fewer revisions.
Capture borrower data, business information, and property details through mobile-friendly forms. Guide clients through the intake process with live checklists and automated doc requests.
Analyze DSCR, LTV, and debt yield using built-in calculators. Customize term sheets, prepare lender pitch decks, and generate pre-underwriting summaries.
Export standardized packages (executive summary, rent rolls, P&Ls, appraisals) to your preferred lender contacts with prebuilt email templates and secure data rooms.
Track each deal’s progress by stage—intake, underwriting, approval, legal, funding—and receive alerts for missing documents or aging applications.
Get real-time visibility into your active pipeline, prioritize high-potential files, and ensure follow-ups never slip through the cracks.
Deliver branded portals, polished deal summaries, and secure communication that impress both borrowers and capital partners.
With automation handling doc collection, task reminders, and submission formatting, brokers can handle more deals without growing overhead.
Maintain a full history of communications, uploaded docs, and lender terms—essential for resolving disputes or proving disclosure compliance.
Track rent rolls, leases, valuations, and DSCR across retail, office, multifamily, and industrial properties.
Structure SBA 7(a), 504, and equipment financing with required docs and eligibility logic baked in.
Serve real estate investors with fast-turnaround underwriting, proof of funds templates, and post-closing servicing reminders.
Your LOS should adapt to each deal—not force you into rigid workflows. Look for drag-and-drop task builders, reusable checklists, and white-label forms.
Track which lenders fund which deal types, past submission outcomes, and average closing timelines to optimize lender match quality.
Give clients, partners, and lenders access to secure file uploads, notes, and e-sign workflows in one central location.
Commercial loan origination software for brokers empowers you to run a lean, professional, and high-output shop—no matter how complex the deals get. By automating intake, structuring, and lender submission, you’ll spend less time chasing docs and more time closing loans. In a competitive marketplace, the right LOS is your secret weapon for faster closings, stronger relationships, and exponential business growth.