See BrokerStack on your own workflow.

Onboarding is hands-on while production workspaces are verified. Tell us about the shop and we will set up a walkthrough around it.

What happens next

1. 1You tell us about the shop: team, lenders, mailboxes, how deals move today.
2. 2We set up the workspace: your lender list, roles, submission routing, offer inbox.
3. 3We walk your desk through it on a call, with your real workflow on screen.

What we review before go-live

• 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