Broker submissions create too much work downstream
Wholesale teams shouldn’t have to spend their time fixing incomplete data, managing disconnected processes, and manually moving loans from submission into the LOS.
Slower loan submissions
More operational work
Inconsistent processes
Limited pipeline visibility
Harder to earn broker loyalty
THE NEW STANDARD
Make it easier for brokers to do business with you
Give brokers a simpler way to submit loans while automating the work your team needs to move them forward.
Get cleaner, more consistent submissions
Automate key submission steps
Keep loans on track through closing
Connect Beam directly to your LOS
Configure Beam around your business
BUILT FOR WHOLESALE LENDING
How Beam TPO helps you streamline wholesale lending
Everything your team needs to manage broker submissions, automate key workflows, and keep loans moving from submission through closing.
01
Broker portal
Give brokers a centralized place to work with your organization.
02
Loan submission
Make it easier for brokers to submit or import loan data for lender review.
03
Product & pricing
Give brokers access to the information they need to identify and price loan options.
04
Document management
Keep loan documentation connected to the submission and lending workflow.
05
Conditions management
Give brokers and lending teams a clearer way to manage outstanding loan requirements.
06
Loan status & visibility
Help brokers stay informed as loans move through the process.
07
Lender collaboration
Keep brokers and wholesale lending teams connected throughout the loan lifecycle.
08
Closing center
Extend the connected broker experience through the closing stage.
Trusted by leading financial institutions
“FlashSpread vastly reduced the amount of time it takes our team to spread tax returns — what used to take hours now takes minutes.”
CE
Caryl Eriksson
InterMountain Business Lending
“The combined solution enables truly data-driven underwriting decisions at a speed we couldn’t achieve before.”
LD
Laura Day
Core10 / Accrue
“The enhanced narratives and the support team’s responsiveness have made this a cornerstone of our commercial lending process.”
SF
Scott Finnell
First Federal Community Bank
GET STARTED
Experience Beam TPO
Strengthen the relationships that expand your wholesale channel. Schedule a live demo with our team.