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Broker Portal Guide

Your command center for managing deals, tracking commissions, and scaling your lending business.

Accessing the Portal​

URL: portal.moneymatcher.io/broker

First-Time Setup​

  1. Complete your broker application at moneymatcher.io/broker-apply
  2. Receive approval email with login credentials (typically 24-48 hours)
  3. Set up two-factor authentication (required)
  4. Complete your company profile
  5. Add team members if applicable

Dashboard Overview​

Your dashboard shows:

SectionWhat You'll See
Active DealsAll deals in progress with status indicators
Recent ActivityLatest updates, lender responses, and notifications
Pipeline ValueTotal loan volume in your pipeline
Pending CommissionsEarnings from deals awaiting closing
Performance MetricsConversion rates, average deal size, and trends

Submitting a New Deal​

Step 1: Enter Borrower Information​

Required fields:

  • Borrower name and contact
  • Entity information (if applicable)
  • Credit score (or authorization to pull)
  • Experience level (number of properties owned/flipped)

Step 2: Enter Property Details​

  • Property address
  • Property type (SFR, multi-family, commercial)
  • Purchase price or current value
  • Estimated rehab budget (if applicable)
  • After-repair value (ARV) for fix-flip deals

Step 3: Select Loan Type​

Choose from:

  • DSCR Loans - Rental property financing
  • Fix & Flip - Short-term renovation loans
  • Bridge Loans - Temporary financing
  • Construction - Ground-up building
  • Commercial - Business purpose loans

Step 4: Upload Documents​

Essential documents:

  • Purchase contract or LOI
  • Rent roll (for DSCR)
  • Scope of work (for fix-flip)
  • Entity documents (Operating Agreement, EIN)
  • Proof of funds for down payment

Step 5: Submit for Matching​

Click "Get Rates" to receive quotes from 10+ matching lenders within seconds.

Managing Your Pipeline​

Deal Stages​

StageDescriptionYour Action
NewJust submittedReview quotes with borrower
QuotedRates receivedHelp borrower select lender
ApplicationFormal app submittedAssist with document collection
ProcessingLender reviewingMonitor for requests
UnderwritingFinal reviewAddress any conditions
ApprovedClear to closeCoordinate closing date
ClosedFundedCelebrate + request referral

Pipeline Actions​

  • Filter by loan type, status, or date range
  • Sort by closing date, loan amount, or lender
  • Export pipeline to Excel for reporting
  • Archive closed or withdrawn deals

Document Vault​

Securely store and share documents:

Uploading Documents​

  1. Click on any deal
  2. Select "Documents" tab
  3. Drag and drop files or click to upload
  4. Documents are automatically organized by type

Sharing with Lenders​

  • One-click sharing with selected lenders
  • Track when documents are viewed
  • Receive notifications when more documents are requested
  • Audit trail of all document activity

Security Features​

  • AES-256 encryption at rest
  • SSL encryption in transit
  • SOC 2 compliant storage
  • Automatic virus scanning

Communication Center​

Lender Messages​

  • All lender communications in one place
  • Thread history per deal
  • File attachments supported
  • Read receipts available

Borrower Updates​

  • Send automatic status updates to borrowers
  • Branded emails with your logo
  • Template library for common updates
  • Schedule follow-up reminders

Reports & Analytics​

Available Reports​

ReportDescription
Pipeline ReportAll deals by stage and status
Commission ReportEarnings by period, lender, or loan type
Conversion ReportLead → Quote → Close rates
Lender PerformanceWhich lenders close fastest/most
Volume ReportTotal funded volume over time

Custom Dashboards​

  • Create custom views for your workflow
  • Set up email alerts for key metrics
  • Compare performance periods
  • Export to PDF or Excel

Team Management​

For broker teams with multiple users:

User Roles​

RolePermissions
AdminFull access, manage users, view all deals
BrokerSubmit deals, manage own pipeline, view reports
ProcessorManage documents, update statuses, communicate with lenders
Read-OnlyView pipeline and reports only

Adding Team Members​

  1. Navigate to Settings → Team
  2. Click "Invite User"
  3. Enter email and select role
  4. New user receives invitation email

Mobile Access​

The broker portal works on any device:

  • Responsive design adapts to screen size
  • Quick quote feature for on-the-go quotes
  • Push notifications for deal updates
  • Document camera upload directly from phone

Integrations​

CRM Integrations​

  • Salesforce
  • HubSpot
  • Follow Up Boss
  • Custom via Zapier

Accounting​

  • QuickBooks Online
  • Xero
  • Commission export CSV

Other Tools​

  • DocuSign for e-signatures
  • Plaid for asset verification
  • Point of Sale (POS) systems

Support & Training​

Getting Help​

Training Resources​

  • Video tutorials for every feature
  • Weekly live training webinars
  • One-on-one onboarding available
  • Broker success manager for volume partners

Ready to Get Started?​

Apply for Broker Portal Access →

Typical approval time: 24-48 hours