Lendtrex Broker Starter combines the core website, CRM, borrower intake, deal-management, follow-up, relationship-management, and administrative tools an early-stage commercial mortgage broker needs to operate professionally.
Apply for the Broker Starter PilotProfessional Website
A standardized commercial mortgage brokerage website that gives your business a professional public starting point.
Borrower Financing Intake
Structured intake designed to gather the information needed to begin understanding a financing opportunity.
Financing Consultation Calendar
A professional scheduling path for appropriate borrower conversations.
Commercial Mortgage CRM
Your borrower and prospect relationships live in one operating environment.
Contact + Opportunity Architecture
A borrower can have more than one financing opportunity without turning your CRM into duplicate-contact chaos.
11-Stage Pipeline
Track each financing opportunity through a defined brokerage workflow.
Task Management
Keep next actions and responsibilities visible.
Broker Dashboard
View key brokerage activity from a central operating screen.
Lender & Capital-Source Organization
Keep important lending relationships organized for future opportunities.
Referral-Partner Management
Track professionals and relationships capable of producing future business.
Email Templates
Start from structured communication rather than rewriting the same basic messages repeatedly.
Follow-Up Workflows
Create consistency when prospects and opportunities need follow-up.
Broker Agreement Framework
A structured starting framework for the broker engagement process.
Broker Fee / Invoicing Framework
A system foundation for documenting and managing brokerage fees and invoicing.
DSCR Calculator
A built-in tool for common rental-property debt-service analysis.
Broker Starter is not:
- a custom software development project
- a generic CRM handed to you empty
- a website agency engagement
- a coaching program
- an unlimited custom automation service
- a replacement for learning commercial mortgage brokerage
It gives you the operating infrastructure.
You still build the relationships, understand the transactions, communicate with borrowers, work with capital sources, and operate the brokerage.
Each customer environment goes through a provisioning and QA process before activation.
Identity-isolation controls are designed to keep customer-facing branding, account identity, and communications aligned to that customer environment.