DIGITAL DEAL
EXECUTION FOR
MORTGAGE BROKERS

Create mobile-friendly flyers directly in Origin—no exporting, reformatting, or third-party tools required. Present your deals with images, maps, key facts, and contact details, and drive engagement with clear calls to action.

Share documents, media, and contact information directly from Origin, eliminating the need to re-upload, duplicate, or manage materials across separate platforms. Quickly assemble secure data rooms with files gathered in Origin during pre-marketing.

Handle CA signing, approval, and data room access end-to-end using your firm’s approved templates to streamline legal review and ensure consistency. Track who has submitted a CA and who is awaiting approval—supported by a centralized, auditable record for compliance. Receive automated email alerts as prospects complete each step, helping you move qualified lenders forward without delay.

When a lender passes or is disqualified, Origin automatically removes their access to the data room—eliminating the need to manually update permissions and ensuring tighter control over sensitive deal materials.

Store your contacts and their lending criteria directly in Origin—so you know who to prioritize for proactive outreach and follow-up.

Automatically log contact details in your CRM when lenders sign confidentiality agreements—ensuring your records stay accurate and up to date without extra effort.

Monitor lender activity across every deal, capture pass reasons, and update lending criteria as you go—so each future opportunity reaches the right audience.