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New lead

Capture the preliminary information. The lead becomes a deal once the commitment fee is received.
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Mockup: the form is pre-filled with a sample lead (D. Chen) so you can see the live calculations. Change any amount, rate, fee or existing mortgage and the summary on the right updates. The same form opens pre-filled from Quick quote → Save as lead or from a contact.

1 · Source

Where did this lead come from? Used for broker fees and the conversion-by-source report.

A new broker is saved as a contact of type “Broker”.

2 · Borrower(s)

Each borrower is saved as a contact of type “Client / Borrower”. An existing contact with the same email or mobile is reused.

BORROWER 1 (PRIMARY)
Optional — or just type the details below.
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BORROWER 2
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3 · Guarantors

Optional. Add everyone who will guarantee the loan.

No guarantors added.

4 · Primary property

The property the mortgage is registered on.

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Purchased
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Purchases only
%
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Property tax

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Existing mortgages on this property

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Upload it on the lead's checklist after saving.
Only mortgages that stay ahead of us count toward combined LTV. Remove every row if the property is free and clear (“No existing mortgages — the property is free and clear.”).

5 · Loan terms & fees

Proposed terms. These pre-fill the commitment letter.

months
%
Rate sheet: 9.99% (65–70% band) ·
Used when Payment day is “Specific day…”
%
Rate sheet band: 2.00%
$
$
Appraisal, admin, legal
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$
months
Used when interest is prepaid
Funding date → first regular payment date

Payment collection (lender deposit)

How the borrower's payments will be deposited to the lender.

Collected by
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Holdbacks & reserves

Funds kept back from the advance and released later, and reserves for taxes or interest.

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$

6 · Collateral properties & other assets

Other properties or assets the borrowers own. Mortgage statements and tax bills are needed for every property.

COLLATERAL 1
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$
$

7 · Lawyers

Borrower-side and lender-side counsel. They receive the instructions and send the closing package.

8 · Commitment fee & notes

When the commitment fee is recorded as received, this lead converts to a deal automatically.

$
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