The Workflow

One workflow.
Four steps. No exceptions.

Every co-marketing request — from any loan officer, any market — follows the same path. Submit, review, approve, archive. Compliance enforced at every step.

1Submitted via public link
2Flags reviewed by admin
3FMV researched and attested
4Archived with full trail
Step 1
Submitted via public link
LO fills out the form — RESPA flags run before they hit submit. No account needed.
Step 2
Flags reviewed by admin
Every request arrives with Section 8 flags already attached. Nothing slips through unchecked.
Step 3
FMV researched and attested
AI pulls comparable rates. Admin attests to RESPA compliance before advancing.
Step 4
Archived with full trail
Signed agreements, documents, and every action logged. Permanent and uneditable.

Step by Step

See exactly what happens at each step.

Click through each stage to see the interface your team and your LOs actually use.

Public Submission Link

Effortless for every loan officer.

No accounts, no training, no IT ticket. Share one link — loan officers and realtors submit co-marketing and sponsorship requests from any browser in minutes. RESPA compliance flags run before they even hit send.

Public Submission Form
Your Name
Jane Smith
Your Email
jane@firstbank.com
Amount ($)
2,400
Market
Chicago, IL
WARN · CF-1
Amount exceeds typical co-marketing range — FMV documentation required.
Submit Request

See the workflow in action.

Request a demo and we'll walk through every step with your specific use case.