Mortgage Buddy.AppAPPLICATIONS MADE SIMPLE
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A smarter way to manage your clients

Save time, keep your clients on track and get a clearer submission with Mortgage Buddy.

  • All your clients in one placeSee progress for every client with a clear status.
  • Same interface as your clientsOpen a client's portal from their row.
  • AI document checkingDocuments are checked for type, legibility and expiry. You make the final decision.
  • Fewer delaysClients see what is still missing, and you see it too.
  • One client or manyStart with a single application. Branded portals come with a subscription.

BROKER PORTAL

Create your free Broker Portal account

This account is for the brokerage. Clients open the upload link you send them.

At least 12 characters, with a letter and a number.

No credit card is required to create the account. The brokerage name is the address your clients use.

  1. 1Create your accountYour name, brokerage, and email.
  2. 2Watch the introductionSee how a deal moves from send to review.
  3. 3Try a sample checklistThen start a real application when you are ready.