Broker portal
Give brokers full visibility into every deal
The ACG broker portal lets partners submit loans, track underwriting, monitor document progress, and see exactly what needs attention without chasing scattered email threads.
Broker portal
Your deals
Submitted
4
Appraisal
2
Processing
3
Funded
11
1428 W Maple Ave
Oak Ridge Holdings LLC
$412,000
Fix & Flip
Stage
Appraisal
Documents
8 of 11 docs complete
Next item
Scope of work requested
77 Hudson Street
Hudson Rental Group LLC
$685,000
DSCR Refi
Stage
Term Sheet
Documents
Terms accepted
Next item
No open items
2100 Pine Terrace
Pine Build Co LLC
$1,240,000
Ground-Up
Stage
Processing
Documents
14 of 18 docs complete
Next item
Entity docs pending
A deal dashboard brokers can actually use
Instead of wondering where a file stands, brokers can see the active pipeline, open document items, borrower entities, loan details, and the next action needed to keep each deal moving.
Create a deal on the borrower’s behalf, enter the property and loan details, and keep the file tied to your broker account.
See the document checklist, what has been uploaded, what is accepted, and what still needs attention.
Follow each deal through intake, term sheet, appraisal, processing, closing, and funded status from one dashboard.
Comment on the deal, tag specific checklist items, and keep borrower questions, document issues, and loan officer updates in one thread.
Built around underwriting visibility
Brokers can open a deal, view the quoted terms that are visible to the borrower side, see the checklist by section, upload documents where permitted, review document status, and message the ACG team with context tied to the file.
- Pipeline stage and active/past deal status
- Borrower/entity grouping across submitted deals
- Document checklist completion and revision items
- Deal-level comments with document tagging
- Loan officer contact information
- Borrower-safe terms and property details