⚡ #1 COMMERCIAL LOAN ORIGINATION PLATFORM FOR BROKERS & LENDERS
Fund Better Deals
In Less Times
87% Faster With Zero Chasing
Join the Loan Automation lender network and receive pre-screened, fully packaged
commercial loan applications that match your exact lending criteria — automatically.
$2.4B+
Loan Volume Processed
500+
Active Broker Partners
100
Lenders in Network
87%
Faster Deal Packaging
HOW IT WORKS
From Application to Your Inbox - Fully Automated
Loan Automation handles the entire origination process so you receive clean, complete, pre-screened deals that match your criteria.
Broker Submits Application
A verified broker submits a complete commercial loan application through the Loan Automation platform using our multi-step wizard. All required fields, financial data, and borrower information are collected upfront before the application ever reaches you.
Automated Lender Matching
Our matching engine instantly compares the application against your lender profile — loan type, loan amount, property type, LTV ratio, DSCR requirements, credit score range, and states you lend in. You only receive deals that meet your exact criteria.
You Receive the Deal
You receive an instant notification with the complete loan package — borrower profile, property details, financial analysis, LTV, DSCR, ARV, and all supporting documents. No back-and-forth to gather missing information.
Review & Respond
Log in to your lender portal to review the full application, download documents, and issue your quote — rate, LTV offered, term, and any conditions. Your response is delivered directly to the broker in real time.
Document Collection
Once you issue a term sheet, the client portal automatically requests all required documents based on your checklist. Documents arrive pre-organized so your team can move straight to underwriting without chasing paperwork.
WHY LENDERS CHOOSE US
Built to Help Lenders Deploy Capital Faster
Stop wasting time on incomplete applications, unqualified borrowers, and deals that don't fit your box.
Deals That Match Your Criteria
You define your lending box — loan types, amounts, states, LTV, DSCR, property type. Our engine filters every application before it reaches you. No more reviewing deals outside your parameters.
Only see deals inside your lending criteria
Fully Packaged Applications
Every deal arrives with a complete borrower profile, property details, financial analysis, and all required documents. Brokers cannot submit incomplete applications — the wizard enforces completeness.
No Incomplete Applications
Faster Underwriting Turnaround
Pre-organized documents, pre-calculated LTV, LTC, DSCR, NOI, and cash flow analysis arrive with every deal. Your underwriting team has everything they need from day one.
Average 48 hour from receipt to decision
NDA-Protected Deal Flow
All deals are protected by digital NDAs before any documents are released. Borrower confidentiality is enforced at every step so your relationships and proprietary data stay secure.
Full NDA protection on every deal
Direct Broker Relationships
Communicate directly with verified brokers through the platform. Build relationships, track your preferred broker network and get repeat deal flow from brokers who know your criteria.
500+ verified broker partners
Real-Time Pipeline Visibility
See every deal you have been matched to, every active application, outstanding document requests, and funded deals — all in a single dashboard. Full reporting and analytics included.
Live dashboard and reporting
Real-Time Pipeline Visibility
See every deal you have been matched to, every active application, outstanding document requests, and funded deals — all in a single dashboard. Full reporting and analytics included.
Live dashboard and reporting
Performance Dashboard
Live pipeline with all deal stages, lender responses, document statuses and revenue tracking. Know exactly where every deal stands at all times.
Real-Time
Role-Based Access
Separate portals for Broker Admin, Loan Officer, Sub-Broker, and Client. Each role sees only what they need. Invite team members with one click — roles enforced automatically.
4 User Roles
Document Management
22 loan program-specific document checklists. Upload, review, approve — all tracked per deal. NDA-protected documents require explicit lender approval before release.
22 Loan Programs
FOUR DEDICTAED PORTALS
One Platform.
Five Powerful Portals.
Loan Automation gives every role in your business their own dedicated workspace — brokers manage their pipeline,
loan officers close deals, and clients stay informed and engaged without flooding your inbox.
🧬 Broker Portal
📄 Full Pipeline Management
🌎 Branded Website & Apply Link
📄 Fee Agreement Tools
⚡ GoHighLevel CRM Sync
🔗 Shareable Application Links
🎯 Lender Matching & Submission
📬 Document Management
💼 Loan Officer Portal
📋 Assigned Deal Dashboard
📁 Document Request Engine
💬 Direct Borrower Messaging
🔍 Lender Submission Tools
🌐 Deal Audit Trail
🔒 No Admin or Lender Access
👥 Co-Broker Portal
📋 📊 Own Client Management
📄 Deal & Client Portal
📁 Document Exchange
💬 Direct Communication
🚫 No Internal Access
👤 Client Portal
📋 Automated Document Checklist
✅ Electronic Signing
🔔 Real-Time Status Updates
💬 Direct Broker Messaging
👤 Lender Portal
📋 Auto Doc-Checklist & Follow up
📁 Customized Loan Criteria
✅ E-Signing & E-Docs Conversion
🔔 Real-Time Status Updates
💬 Direct Broker & LO Messaging
WHO'S IT'S FOR
Built for the People Who Close Deals
Whether you're an independent broker, a lending team, or a full agency — Loan Automation scales with you.
Independent Brokers
Get your own branded website, loan wizard, lender matching, and client portal. Compete with large firms using enterprise-grade tools
Brokerage Terms
Manage multiple loan officers, track team pipelines and collaborate on deals. Assign roles, share documents and report on team performance from one dashboard
Lending Agencies
White-label the platform, manage multiple branches, run GHL campaigns, and access 100+ lenders. The Agency plan is built for high-volume operations.
LENDER FAQ
How Loan Automation Works for Lenders
Everything you need to know about using Loan Automation to close more commercial deals faster.
FAQ- Frequently Asked Questions
🚀 Getting Started
Is Loan Automation really free for lenders?
Yes. 100% free for lenders. There are no signup fees, subscription fees, or per-deal charges to access matched deals. [Add one line on how the platform is funded, e.g., borrower-side fees.]
Lenders using Loan Automation report closing deals 87% faster than traditional methods.
How long does it take to get started?
About 2 minutes. Create your account, enter your Lending Guidelines, and the system begins matching deals to your criteria right away.
Do I need to sign a contract or commit to a minimum volume?
No contracts and no minimums. You can adjust, pause, or stop receiving deals at any time.
Do I need to install anything or train my team?
No. Loan Automation runs in your browser through your Lender Portal. If you can fill out a form, you can use it.
📝 Time Savings & Automation
How does Loan Automation save lenders up to 87% of their time?
The system automates the work that normally slows lenders down: intake, screening, document collection, and follow-ups. Instead of sorting through incomplete files, you review organized deal packages that already fit your criteria.
What tasks does the platform automate for me?
Application intake and organization
Screening against your Lending Guidelines
Routing of matched deals only
Borrower document requests and reminders
Status updates and follow-ups
Will I still have final say on every deal?
Absolutely. Automation handles the busywork. You make every underwriting, pricing, and approval decision.
Can this help me handle more deals without hiring?
Yes. Because screening and follow-up are automated, you can review more qualified opportunities with the same team.
🎯 Deal Quality & Borrowers
How are borrowers pre-screened before reaching me?
Every submission is checked against your criteria (loan type, amount, property type, location, LTV, FICO, and more).
Only deals that meet ALL of your parameters are routed to you.
What does a deal package include?
Each deal arrives organized and complete, with the key details you need to make a quick decision. [Customize: loan request summary, property details, borrower profile, supporting documents.
What if a deal looks good but I need more information?
Use the portal to request additional documents or details. The system handles the follow-up with the borrower and notifies you when it's received.
Can I decline a deal? Will I be penalized?
No penalty. Pass on any deal that isn't a fit. Declining helps you fine-tune your criteria over time.
👥 Account, Criteria & Control
Can I update my lending criteria at any time?
Yes. Log into your Lender Portal and update your Lending Guidelines anytime. Changes take effect immediately, and new submissions are matched against your updated criteria right away.
How do I get more deals, or fewer?
Broaden your criteria (wider loan range, more states, more property types) for more volume. Tighten your criteria for fewer, more targeted deals.
Can I pause deal flow if I'm at capacity?
Yes. Pause anytime and resume when you're ready, with no penalty and no need to rebuild your profile.
Is my information secure?
Yes, The information is 100% secure and Your lending criteria and account details are only used to match you with relevant deals.
Who do I contact if I need help?
Reply to any email, contact [email protected] or book a quick call with us: https://join.commerciallendingmastery.com/widget/bookings/loan-ai
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LOAN AUTOMATION software is created for loan advisors and brokers to accelerate the loan process and save time
Disclaimer: The success stories you see from our students are real—but they’re not guaranteed for everyone. Your results will depend on your background, experience, work ethic, and how much effort you put in.
Commercial lending is a business that takes consistent action, focus, and risk-taking. If you’re not ready to commit and put in the work, this business is not for you.