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Place the deal, step 3

I want everything I know about a lender in one place

bips helps by: Products, comp info, notes, exceptions and linked deals for one lender.

Lender profile, part of the LRM

Everything you know about a lender sits on one page, so a teammate can pick it up cold.

What you do

  • Open a lender
  • Review products and comp info
  • Add notes and exceptions

In the app: LRM, Lenders, open a lender

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Back to Place the deal

Use Lender profile on your own clients

No card needed.