Early access
Paste in a client's financial snapshot and get a clean, formatted loan scenario document you can send straight to the lender. No spreadsheet juggling. No reformatting the same file five times.
Get early accessRate, LTV, income, liabilities — whatever the lender needs. The input form takes about 30 seconds to fill out.
Broker Brief structures the scenario the way lenders actually read it. Clean, consistent, no version numbers in the filename.
Copy, download, or share a link. Your lender gets exactly what they need on the first send.
If you're spending more than 20 minutes on a loan summary, Broker Brief was written for you.
Processing 20+ files a month, formatting is the part that doesn't scale. Brokers using Brief cut prep time in half and spend less time on admin, more time closing.
You handle everything yourself. Loan summaries are exactly the kind of repetitive document work that Broker Brief takes off your plate.
Every lender reads the same information slightly differently. Brief handles the translation so you're not maintaining five separate templates.
We're in early access. Leave your email and we'll reach out when you can start.