Shop-fit walkthrough
We map BrokerStack to your floor: lead intake, deal rooms, lender setup, submission routing, and offer review.
Demo request
See BrokerStack against your real broker-shop workflow.
BrokerStack onboarding is hands-on while production workspaces are verified. Request a walkthrough and we will review your shop structure, lenders, submission mailboxes, team roles, and launch path.
We use this to prepare the walkthrough around your team, lender list, routing, and launch path.
What we review
- Your current lead, deal, and submission workflow
- How your shop manages lenders, CCs, and offer replies
- Team roles for owners, managers, processors, and junior brokers
- What must be verified before live production data is enabled
Security and tenancy review
We show how each brokerage stays isolated, how team roles are scoped, and how sensitive workflow actions are audited.
Onboarding path
We collect your lender list, mailbox routing, team structure, sender needs, and billing path before enabling live data.