Next
From quote to application
Accept a quote’s option to open the deal in your team’s Bridgeline portal, pre-filled from the quote. One application per deal, with a single list of what’s still needed before the finance agreement can go out.
Documents
Quote from the policy documents themselves, and attach binders to a deal as they arrive. We extract the details with the same pipeline the portal uses.
Events and webhooks
Hear about changes as they happen, such as your client tapping I’m interested, instead of polling. Signed webhooks and an event feed you can page through, carrying the same events.
Later
- Sending the finance agreement for e-signature from your own system.
- Loan status: signatures, the down payment, servicing health and your agency’s payout, read-only.