Become a Preferred Borrower. Get lender-ready faster.
Preferred Borrower helps you prepare complete financing packages, reduce underwriting friction, and present a more credible borrower profile from day one.
1 Platform
Single borrower workspace
Step-by-step
Guided prep milestones
Higher Quality
Submission confidence
Borrower Intake, Simplified
Upload your key files once and organize financing details in a consistent structure lenders can review quickly.
Guided Milestones
Follow step-by-step readiness tasks so nothing critical is missed before you submit your request.
Preferred Borrower Status
Demonstrate document quality, deal clarity, and response readiness to stand out with lenders.
AI-assisted preparation workflow
Use a practical checklist to prepare financial narratives, validate missing fields, and improve lender-facing quality before outreach.
Readiness Checklist
Know exactly what to complete at each stage of financing prep.
Fewer Gaps
Catch missing details before lenders ask for revisions.
Faster Turnaround
Submit financing requests with stronger first-pass quality.
Built-in trust and security
Your borrower data remains protected with role-based access controls and secure document handling for every stakeholder.
Permissioned Access
Only the right people can view sensitive borrower information.
Audit-Friendly Process
Track document updates and submission progress with clarity.
Confidential by Design
Share information securely throughout the financing process.
Upload once. Reuse everywhere.
Your profile, documents, and deal details stay organized in one borrower workspace, reducing repeated data entry and back-and-forth.
Centralized Deal Package
Store rent roll, operating statements, and entity docs in one place.
Cleaner Submissions
Present the same complete story across every lender conversation.
Less Friction
Cut repetitive requests and reduce avoidable delays in review.
Preferred Borrower Workflow
What You Gain
- A structured process that improves first-pass deal quality
- Clear lender-facing materials with less back-and-forth
- A trusted signal of preparation and responsiveness
Ready to present your deal with confidence?
Join the Preferred Borrower experience to prepare faster, submit cleaner packages, and improve lender conversations from the start.
Start Now