Mortgage Broker Platform Guides

Use these mortgage broker platform guides to find help for the system you use. Choose its name in the platform list, then follow the detailed guide for your task or access problem.

Choose a Broker Platform Guide

Start with the part of the process you need to manage. Customer relationship management (CRM) questions concern client records, contact history and follow-up. If the record is in BrokerEngine or Salestrekker, open that system’s guide.

Origination questions concern preparing an application and sending it to a lender. Aggregation questions concern the access or services your aggregator arranges. Workflow questions concern who does each task and when the file moves to the next stage.

One platform can cover several parts of that process. Choose the guide for the system where you perform the task, even if another system holds the client record.

For example, a saved client record and a submitted lender application are different stages. If an application has stalled, start with the guide for the system used to submit it.

For a handoff involving ApplyOnline or BrokerPad, identify where the file stopped before choosing the next action. Record the last completed task and who owns the next one.

The right support contact depends on the problem. Contact the platform provider for a software fault or a failed password reset.

Ask your aggregator about access it provisions or the submission route it requires. For access problems in MyCRM or Mercury Nexus, open the named guide to identify the relevant support route.

For a missed handoff, ask your brokerage’s internal process owner to confirm the responsible person and the file’s next step.

Open the relevant platform guide from the list for system-specific instructions. If you’re choosing software for your brokerage, use the mortgage broker software guide to compare categories and selection needs.