Broker module
The entire broker process. On one screen. The way it should be.
From first contact to approved loan — clients, contacts, a personal GDPR link, earned commission and a marketing funnel in one place. The broker sees where every deal stands and what each one is worth, in real time.
Works on its own and pairs perfectly with Legal Passport
Why
Fewer lost clients. Clearer income.
The Broker module turns scattered work — calls, offers, budgets, referrals — into one traceable flow. Every client has a status, every action has a deadline, and every commission is visible while the deal is still in progress — both earned and in the pipeline.
An overview that shows both income and priorities.
Active deals, the commission pipeline (earned and in progress) and the funnel Sent → Opened → Budget → Referred → Approved. Plus, at a glance: how many clients need action today.
- Real-time commission pipeline
- A 5-step funnel with counts per stage
- Quick metrics: completion, time to referral
Every client — with a status and a deadline.
Handy cards per client with their source (ad, sign, referral), funnel stage and a timer showing how many days they have been waiting. “Resend” and “Remind” are one click away — nothing falls through the cracks between calls. Keep your finger on the pulse of the relationship and the deal!
- Origin of every client
- Timer and status per stage
- Link to the client’s LF Budget
Your network of credit consultants.
Consultants and partners with commission splits (e.g. 3% property · 0.5% loan), number of clients and every contact channel. With personal notes and reminders about when and what a contact is waiting for.
- Property / loan commission splits
- Phone · SMS · email · Viber · WhatsApp always at hand
- Notes and reminders per contact
A personal link and QR code — the client arrives prepared.
Every broker has a personal GDPR link and QR code to share on the channel of their choice. The client enters their own budget; the broker receives professionally presented information, without unnecessary sensitive data.
- The broker’s personal link + QR code
- Sharing via Viber, WhatsApp, email, SMS
- Statistics for the last 30 days
Income — visible, real and expected in real time, with a process that helps you earn it.
Earned versus pipeline, broken down by property / loans and by client. LF Coach suggests where the next action is. The broker always knows what they will receive and what is coming next.
- Earned and in progress, side by side
- Breakdown by property / loans and by client
- LF Coach with a “cheat sheet” recommending the next action
In short
What the Broker module gives you.
A 5-step process funnel
Sent · Opened · Budget · Referred · Approved — with counts and timers per stage.
Commission pipeline
Earned and in progress, with property and loans broken down separately.
Quick metrics to plan your next actions
Completion %, average time to referral and % referred to a credit consultant.
Network and splits
Consultants, banks, commission percentages and every contact channel.
Personal link + QR for easy sharing and tracking
Sharing via Viber, WhatsApp, email and SMS, plus 30-day statistics.
LF Budget — connected
Your client comes with a real budget, not guesses and assumptions — cleaner enquiries, more workable deals.
The Broker module is a standalone product and, at the same time, an entry point to the full LendingFree process. The client’s sensitive GDPR data stays properly hidden from the broker, yet available and ready for the Credit Consultant and/or the Bank to work with.
Two modules, one process
You refer the client correctly. The Passport checks the property. You have secured the success of the deal!
The Broker module and Legal Passport work separately and complement each other in a shared deal.