Run your mortgage brokerage with tools built for the way you work
Build the software your mortgage business needs without a traditional dev project. Create a lead‑capturing website, pre‑qualification forms, a borrower document portal, application and pipeline trackers, team dashboards, partner portals and calculators — all tailored to your workflow.
Start with the basics
Build the tools your brokerage actually needs
Mortgage brokers juggle a steady flow of inquiries, pre-qualification, document collection and loan milestones while coordinating loan officers, processors and referral partners. Spreadsheets, email chains and generic software often get in the way of your process.
With YeshBe, you can build custom apps around how your brokerage really operates. Create a website that captures and routes leads, a borrower portal with a document checklist, and a pipeline dashboard that matches your stages. Add tools for task management, simple calculators and partner portals — all designed around your terminology, fields and team roles.
Start with a single workflow, like pre-qualification intake, then expand into a full internal system at your pace. Your tools can reflect the way you sell, process and communicate, instead of forcing your team to adapt to generic screens.
- Lead capture & pre-qualificationBuild intake forms that collect the exact details you need and route leads to the right loan officer.
- Borrower portal & documentsCreate a private portal with a document checklist, file uploads, comments and a clear status page.
- Pipeline & team tasksTrack every application by your stages, assign tasks to LOs and processors and keep notes in one place.
- Referral partner toolsGive agents and partners a portal to submit leads and view status updates you choose to share.
Build it yourself
What mortgage brokers and mortgage businesses build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Mortgage lead capture website
Turn visitors into qualified leads with a tailored pre-qualification form and internal lead routing.
PromptBuild a mortgage lead capture website. Include a landing page describing our services and a pre-qualification form collecting: purchase or refinance, property type, estimated purchase price or current loan balance, down payment %, estimated credit score range, monthly income, employment type, ZIP code, target closing date, and contact details. After submission, route the lead to a loan officer based on ZIP code and loan type. Create a lead dashboard for our team with filters (new, contacted, qualified), notes, and follow-up tasks. Add a thank-you page with a placeholder for a calendar link.
Borrower portal & document collection
Offer borrowers a simple portal to upload required documents and track progress.
PromptCreate a borrower portal for active applications. Borrowers sign in with email and password, see their loan card with status (New, Docs requested, Submitted, Conditional approval, Appraisal, Clear to close, Closed), and a document checklist that changes by loan type (W-2, 1099, tax returns, bank statements, ID, purchase contract, pay stubs). Let borrowers upload files, add comments, and mark items as provided. Give staff an admin view to request documents, review uploads, mark complete, and leave internal notes.
Loan pipeline dashboard
Give your team a clear view of every file with stages, owners, dates and next steps.
PromptBuild a loan pipeline dashboard for my brokerage. Show a board view with stages: New lead, Pre-qual in progress, Pre-qualified, Submitted to lender, Conditional approval, Appraisal, Final approval, Clear to close, Closed, Lost. Each record shows borrower name, loan type, loan amount, property address, target close date, assigned loan officer and processor, next task and due date, and notes. Allow drag-and-drop between stages, quick filters by assignee and closing month, and a simple report that counts loans and volume by stage.
Referral partner portal
Let agents and partners submit leads and see status without exposing sensitive details.
PromptCreate a portal for referral partners (real estate agents, builders, financial advisors). Partners can log in, submit a new lead with borrower contact, property details, purchase price, and notes, and see a limited status view of the leads they submitted (Received, Contacted, Pre-qual sent, In processing, Closed). Add a partner dashboard showing their lead count and conversions. Internally, give my team tools to assign a loan officer, message the partner with updates, and optionally hide sensitive borrower details.
Questions and answers
Common questions about Mortgage Brokers
Answers to the questions owners ask us most often.
Can I build a borrower portal to collect documents and show status?
Yes. You can create a login-based portal with a checklist, file uploads, comments and a clear status page that reflects your stages.
Do I need to know how to code to use YeshBe?
No. Describe what you want in plain language, and refine it step by step. You do not need coding experience.
Can I match my own pipeline stages and team roles?
Yes. Define the stages, fields and permissions you use today, and create views for loan officers, processors and admins.
Can I start with a website and add tools later?
Yes. Many brokers start with lead capture, then add calculators, a borrower portal, a pipeline dashboard and partner tools over time.
Build the app your mortgage brokers and mortgage businesses business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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