Broker Starter is a prebuilt website, CRM, automation, borrower-intake, deal-management, and operating system designed specifically for commercial mortgage brokers.
No.
Broker Starter uses CRM technology as part of the system, but the product is the commercial mortgage brokerage operating structure built around it.
The purpose is to give you a starting operating system rather than a blank platform that you have to design yourself.
It is designed primarily for beginning and early-stage commercial mortgage brokers who are currently operating through some combination of email, spreadsheets, text messages, notes, and disconnected tools.
No.
A standardized professional website is included in Broker Starter.
Broker Starter uses separate Contact and Opportunity architecture so borrower relationships and financing transactions can be organized separately.
Yes.
Broker Starter includes an 11-stage commercial mortgage deal pipeline.
Yes.
Broker Starter includes lender and capital-source organization as part of the brokerage operating environment.
Yes.
Referral-partner management is included.
Yes.
Broker Starter includes structured borrower financing intake so you are not dependent on reconstructing every opportunity from scattered messages.
Broker Starter includes approved follow-up workflows and email templates to help create a more consistent operating process.
Yes.
A DSCR calculator is included in Broker Starter.
No.
Broker Starter is an operating system, not a commercial mortgage education course.
It does not replace learning how to understand, structure, place, and close commercial financing transactions.
Broker Starter is standardized intentionally.
The pilot is designed to give brokers a strong operating foundation without turning each account into a custom software project.
The pilot price is $1,250 for Setup & Onboarding plus $247/month beginning on your documented Activation Date.
The pilot includes a minimum commitment of three monthly subscription payments. After that, the subscription is month-to-month.
Usage-based phone, SMS, AI, or other metered services are separate when activated and disclosed.
Your monthly subscription begins on your documented Activation Date, after your Broker Starter environment has completed the applicable provisioning process.
The pilot includes a minimum of three monthly subscription payments so the broker has a meaningful operating period with the system after activation.
After that minimum period, the subscription continues month-to-month.
The initial pilot is limited to three paying commercial mortgage brokers for 90 days.
Lendtrex reviews the application for pilot fit. Qualified applicants can then review Broker Starter, ask questions, and determine whether they want to proceed with setup and onboarding.
No.
The pilot is intentionally limited and Lendtrex may determine that Broker Starter is not the right fit for a particular applicant.