MODERNIZE BROKER & TPO WORKFLOWS

Become the lender brokers choose

Beam TPO gives brokers a faster, simpler way to submit and manage loans while giving wholesale lenders more control across the TPO channel.

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Create a broker experience that wins business

01

Simplify broker onboarding

Give brokers a clear path to access your portal, manage users, and start submitting business.

02

Streamline submissions

Let brokers enter or import loan data, price loans, upload documents, and submit through one portal.

03

Keep loans visible

Give brokers and lenders a clear view of status, conditions, documents, and next steps.

04

Scale the channel with more control

Manage broker activity and workflows without adding unnecessary coordination.

Disconnected broker workflows create more work for everyone​

When submissions, documents, conditions, and status updates live across different systems and emails, brokers spend more time following up and lenders spend more time coordinating the file.​

Where brokers lose time​

  • Re-entering loan data
  • Uploading and tracking documents
  • Following up on conditions
  • Checking loan status

Where lenders lose time

  • Cleaning up submissions
  • Coordinating documents and conditions
  • Responding to status questions
  • Managing broker activity across systems

What a better workflow looks like

  • Cleaner submissions
  • Shared loan visibility
  • Connected document and condition workflows
  • More control across the channel

Move broker-driven loans through one connected portal

Beam TPO connects the workflow from pricing and submission through conditions, documents, status updates, and closing so brokers and lenders can work from the same loan experience.

01 Price and submit loans

Give brokers a faster path to pricing, application intake, document upload, and submission.

02 Manage conditions and documents

Keep post-submission documents, conditions, disclosures, and changes connected to the loan.

03 Track loans through closing

Give brokers and lenders visibility into status, next steps, and closing requirements.

What changes for your team

Modern TPO workflows create a better broker experience while giving lenders more control across the channel.

Faster, cleaner submissions

Help brokers move from pricing and loan intake to submission with less friction.

Shared loan visibility

Keep brokers and lenders aligned on status, conditions, documents, and next steps.

More operational control

Manage broker activity and workflows without adding friction to the broker experience.