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Your deals. Your brokers. All in one place.

Receive full, clean packages from brokers with one click.

Universal Broker Portal

With all your brokers using the same system, you can say goodbye to messy documents and incomplete data. 

Real-time Updates

Always work from the most up-to-date information. When a broker changes their write-up, adds new files, or updates any missing information, your team will be notified instantly.

Actionable Insights 

Using our powerful analytics, see what brokerages impact your business the most.  Who are you getting the most deals from?  Who sends you the largest deals?  Whose deals have the highest conversion rate to close?

 
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Easy Communication 

Less back-and-forth to chase missing data.

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Save Time

See the most recent data on all of your deals you get from brokers all in one place.

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Manage Relationships

Analytics to understand the health of your origination channels and relationships with brokers.

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Prioritize Security

Receive sensitive data through a secure portal instead of an unencrypted e-mail.

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Ready to see how it works?

We can tell you all about cost savings, time savings, and increased efficiency all day, but we’d rather let you try us out first.

Click below and we’ll get you set-up in our sandbox so you can see firsthand how ConnectedFi can strengthen your ecosystem and help you close more deals in less time.