Dual-licensed real estate agents can submit prospect files with customized documentation requirements based on the scenario through the Realfinity Origination platform. Once submitted, the deal desk provides a fully pre-underwritten approval within 24 hours. Agents can track the progress of the loan file in real-time through a live activity log.

Loan applications are initiated by dual-licensed real estate agents through the Realfinity Origination platform and can be completed alongside the client or independently by the client. To issue a pre-underwritten pre-approval, Realfinity requires an initial set of documents and consents to assess eligibility.

Realfinity’s platform simplifies the process by automatically generating a tailored task list based on the loan type and scenario, such as veteran loan or investment property. The platform will request all the necessary documents for both pre-approvals and loan applications, so you won’t need to worry about missing anything.

Currently, the platform is only available in English, but expanding to other languages is on the roadmap. If you have any product requests or language preferences, please submit them here.

As a dual-licensed agent, the only system you will need to learn is the Realfinity platform. It allows you to create pricing quotes, take loan applications, request and collect documents, lock loans, track loan status, and manage all mortgage-related communications. Offering mortgages has never been easier with everything you need in one platform.

Realfinity provides an extensive marketing library, which includes social media posts and pre-drafted scripts covering common mortgage questions. The Realfinity Origination Platform also offers links for new borrowers to sign up and apply for a loan. You can use these resources to promote your new service by integrating them into your current social media, email campaigns, and other marketing content.