Genius for mortgage brokers

Run your brokerage like a mortgage company—
without the overhead.

Originate more loans, move faster, and scale on one platform instead of stitching together technology, vendors, and disconnected workflows.

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EXECUTION / BEST PATH
LOAN scenario_6148

{
  borrower: "qualified",
  products: 18,
  wholesale: "eligible",
  correspondent: "eligible",
  recommended: "best economics"
}
Products and execution connectedREADY
FROM BROKER TO MORTGAGE PLATFORM

Stop stitching together
your mortgage business.

Operate with the technology and infrastructure of a large mortgage company while keeping the independence, flexibility, and economics of a broker.

ONE INTELLIGENT LOAN LIFECYCLE

From the first relationship
to the next opportunity.

01Win the relationship

Borrowers, agents, and partners

02Qualify + structure

AI review, product, pricing, and AUS

03Choose execution

Broker or correspondent

04Manufacture the loan

Process, underwrite, close, and fund

05Grow the brokerage

Margin, retention, and scale

EVERYTHING YOUR BROKERAGE NEEDS

One platform.
Every part of the business.

Connect growth, origination, operations, execution, and the customer relationship around one loan record.

01

All-in-one mortgage platform

Connect CRM, POS, PPE, LOS, back office, capital markets, and servicing workflows in one system.

02

AI Loan Officer Assistant

Support intake, income and asset analysis, credit review, structuring, AUS, and lender-authorized pre-approval.

03

AI underwriting

Review documents, guidelines, eligibility, AUS findings, and conditions before lender submission.

04

Agentic POS

Guide the application, analyze uploaded evidence, structure the loan, run AUS, and prepare a stronger upfront approval package.

05

Multi-lender product access

Shop available wholesale and correspondent investors through one connected workflow.

06

Integrated pricing

Compare eligible products, rates, compensation, and execution without leaving the platform.

07

Broker + correspondent execution

Choose the appropriate channel for each loan based on pricing, economics, eligibility, and approved relationships.

08

Automated processing

Coordinate contract review, appraisal, title, escrow, conditions, milestones, third parties, and borrower communication.

09

Closing & funding automation

Support closing preparation, funding conditions, signed-document review, post-close, and investor delivery workflows.

10

Built-in CRM & marketing

Manage borrowers, agents, partners, recruits, campaigns, rate alerts, and refinance opportunities.

11

Lower technology cost

Consolidate overlapping mortgage software and workflow tools into a connected operating platform.

12

Better margins

Reduce routine operational work per loan and improve execution visibility across products and channels.

13

Scale without matching headcount

Use AI and automation to grow volume without increasing operations staff at the same rate.

YOUR BROKERAGE STAYS IN CONTROL

Independent operation. Connected controls.

Product access, lender relationships, compensation, disclosures, credit decisions, licensing, and channel execution follow your approved program and applicable requirements.

Explore security
THE CONNECTED STACK

Replace a patchwork
with one operating layer.

Give every team the same borrower, loan, product, and workflow context from lead through post-close.

01CRM + marketing
02Agentic POS
03PPE + multi-lender access
04LOS + back office
05Capital markets
06Servicing connectivity
GENIUS / MORTGAGE BROKERS

Everything you need to run
a mortgage brokerage. One platform.

Build a more scalable brokerage around connected technology, AI capacity, broad product access, and smarter execution.

Build with Genius