|Monday August 13|
loan origination for wholesale lenders with broker partners
One of Destiny’s most recent additions is our Broker Portal, an extension of Destiny (and not a third party add- on) for clients with wholesale business channels. The Broker Portal includes the flexibility and controls that enable clients to connect brokers to your business by seamlessly blending to your web site. The Broker Portal includes flexible browser based technology utilizing a combination of Flash, HTML, XML, Web Services, AJAX, etc to allow each INTEGRA client to capture the market in their unique way.
The Broker Portal was designed to allow brokers to maintain their contact information and give authorized employees access and security controls for their internal users. Of course, overall control is still yours. Using Destiny’s Rolodex feature—with a simple Status change—any particular broker can be precluded from using the Portal. Also, they have only access to their specific-client information.
See example screen shots of Destiny’s Broker Portal.
With Destiny’s Broker Portal your broker partners can:
And you can customize your Broker Portal:
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