The broker portal, in three steps
Your loan update shouldn’t
take a search party.
See how a file comes together, from the first borrower link to the next conversation. Explore this fictional example at your own pace.
Step 01 / 03
A better first link.
Start a loan file with a private invitation, then copy and share the link with your borrower. They follow a guided intake, add paperwork, and review the forms prepared for that submission.
Creating invitations requires approved membership access and capacity within your plan. The forms and signature steps depend on the file.
Sample property file
Willow House
One private place to begin.
The borrower receives their intake link and follows the steps for their submission.
- 1Add your details
- 2Describe the project
- 3Provide financial information
- 4Upload documents
- 5Review and sign selected forms
Guided example, not a live account. No invitations are sent and no documents are uploaded in this tour.
Registration is free. Rehoboth reviews your brokerage affiliation before you choose a paid membership. Loan and processing fees are separate.
View membership options