LENDTREX BROKER STARTER
Broker Starter gives commercial mortgage brokers a professional website, commercial mortgage CRM, borrower financing intake, organized deal pipeline, follow-up workflows, and brokerage operating tools without having to build the system from scratch.
Website + CRM + Automation built around the way commercial mortgage brokers actually work.
Apply for the Broker Starter PilotPilot enrollment is limited to 3 paying commercial mortgage brokers.
A new lead comes in by email.
The borrower's property details are in a text message.
You wrote the requested loan amount in your notes.
Your follow-up list is in a spreadsheet.
You remember which lender you wanted to call, but you have to search for the contact information.
Meanwhile, another prospect has not heard from you in eight days.
That may work when you're handling one or two conversations.
It becomes a problem when you're trying to build an actual brokerage.
Broker Starter gives all of that work a home.
Lead
↓
Financing Intake
↓
Deal Organization
↓
Follow-Up
↓
Borrower Progress
↓
Transaction Management
↓
Closing
↓
Getting Paid
Broker Starter is not organized around generic marketing features.
It is organized around moving a financing opportunity through your brokerage.
Professional Broker Website
Start with a professional web presence instead of trying to design a mortgage website from scratch.
Commercial Mortgage CRM
Keep borrower relationships, opportunities, communication, and important transaction information organized.
11-Stage Deal Pipeline
See where every financing opportunity stands and what needs to happen next.
Borrower Financing Intake
Collect structured financing information instead of reconstructing a deal from scattered emails and texts.
Contact + Opportunity Architecture
Separate the person from the transaction so repeat borrowers and multiple deals remain organized.
Lender & Capital-Source Organization
Maintain the capital relationships you need without keeping lender information scattered across inboxes and spreadsheets.
Referral-Partner Management
Track the people and relationships that can generate future opportunities.
Follow-Up Workflows + Email Templates
Create consistency without manually rebuilding the same communication every time.
Task Management
Keep next actions visible.
Financing Consultation Calendar
Give prospects a structured way to schedule the appropriate conversation.
Broker Dashboard
Get a clearer operating view of the brokerage.
DSCR Calculator
Run common rental-property calculations from inside your operating environment.
Broker Agreement + Fee/Invoicing Framework
Use a structured foundation for the administrative side of getting engaged and getting paid.
There are plenty of CRM platforms.
The problem is that buying software is not the same thing as building an operating system.
A blank CRM still leaves you deciding:
- what fields to create
- how to organize opportunities
- what stages belong in your pipeline
- how borrower intake should work
- how follow-up should happen
- how lender relationships should be organized
- what the website should say
- how the pieces should connect
Broker Starter starts with that structure already built around commercial mortgage brokerage.
You still run your business.
You do not have to invent the operating system first.
Broker Starter is designed primarily for beginning and early-stage commercial mortgage brokers who have learned enough to pursue business but do not yet have a professional operating infrastructure behind them.
It may be a fit if:
- your business currently runs through email, spreadsheets, texts, and notes
- your borrower intake is inconsistent
- you do not have a clear deal-management pipeline
- follow-up depends too heavily on memory
- your lender and referral relationships are difficult to track
- your current website does not reflect a professional commercial mortgage business
- you want a system without spending months building one yourself
Broker Starter is not designed to be a custom enterprise software build.
The pilot is for commercial mortgage brokers who want to begin with a standardized professional operating system.
Apply for the Pilot
Tell us where your brokerage is today and what you are currently using.
Review Broker Starter
If the pilot appears to be a fit, we will walk you through the system and answer your questions.
Setup & Onboarding
We configure your Broker Starter environment and guide you through the onboarding process.
Activation
Once your Broker Starter environment completes provisioning and QA, your documented Activation Date begins your subscription period.
Run the Business
Your website, CRM, borrower intake, pipeline, workflows, and brokerage tools operate together as your starting system.
$1,250 Setup & Onboarding
plus
$247/month
Subscription begins on your documented Activation Date.
Minimum commitment: 3 monthly subscription payments, then month-to-month.
Usage-based phone, SMS, or AI services are separate if activated and disclosed.
Apply for the Broker Starter PilotYou should not also have to become a CRM architect, website designer, automation builder, and workflow consultant just to operate professionally.
Broker Starter gives you a starting system so you can focus on building relationships, structuring opportunities, moving transactions forward, and growing your brokerage.
Apply for the Broker Starter Pilot
