BrokerSuite
Turn every buyer conversation into a lending referral without leaving the CRM. Run an in-house lending desk with its own workspace, or link out to partner brokers across multiple firms — either way, the agent who referred the buyer sees loan status update live on a shared Broker tab, right through to approval.
- Dedicated lending workspace inside LeadForge
- Shared live with the referring agent
- No separate lending software required
- Loan applications tied to the buyer's contact record
- New revenue stream from conversations you're already having
No more chasing for updates.
Once a buyer is referred, the agent sees loan status update live on a shared Broker tab — application, approval, settlement — without a single follow-up phone call to the broker. It's the same visibility whether the loan is run in-house or through a partner firm.
Stage: Contacted
Enquiry → Application → Approved
Shared live with LeadForge
Notes & documents visible both sides
Run lending in-house.
An in-house lending desk with its own workspace, shared live with the agent who made the referral.
- Dedicated in-house lending workspace
- Shared live with the referring agent
- No separate system to manage
Assigned Broker: Michael
Lauren Wilson · First Home Buyer
Buyer Brief & Details
Budget, criteria, and must-haves
Turn every buyer conversation into revenue.
Referring a buyer to lending happens without ever leaving the CRM.
- Refer straight from the buyer's contact record
- No separate lending software required
- New revenue stream from conversations you're already having
Refer to LeadForge Brokers
Mortgage, Finance & First Home Buyer
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Frequently asked questions
No — you can run an in-house lending desk with its own workspace, or link out to partner brokers across multiple firms instead.
Yes, the Broker Referral Network supports linking buyers to partner brokers across multiple firms with end-to-end commission tracking.
The referring agent sees loan status update live on a shared Broker tab, right through to approval — no chasing for updates.
No — the in-house lending desk runs inside LeadForge, in its own workspace, without a separate piece of software.
Referral commission is tracked end to end when linking buyers to partner brokers across multiple firms.
Yes — it formalises what many agents already do, adding shared visibility on loan status instead of a one-off phone call.