Getting Started

System Online

Tools 5 Active

IQ Suite v2.0

Platform BrokerOS

Profile Settings

Your info auto-populates across all IQ tools

💡 Fill in your information once. Every BrokerOS tool will automatically use your details.

Personal Info

First Name

Last Name

NMLS Number

Company Info

Company Name

Company NMLS #

Phone Number

Client-Facing Email

This email appears on all PDFs and emails sent to your clients.

Website (optional)

Application Link

Your personal application URL (Arive, UWM Blink, or any other). LeadIQ uses this to send clients a link to apply.

Email

Which email app do you use?

Used any time BrokerOS opens an email for you - Send to Client, Email AE, Send Application Link. One-time setup.

✅ Preference saved

LenderIQ Access

Ease Mortgage Verification

Enter your @easemortgage.com email to unlock the Ease lender list in LenderIQ.

Appearance

Company Logo

🏢

Upload Logo

PNG, JPG, SVG · Max 500 KB · Displayed on printed reports

Your Headshot / Photo

👤

Upload Photo

PNG, JPG · Max 500 KB · Appears on printed Loan Estimates

✓ Settings saved — all tools updated

Manage your subscription

Welcome back, Broker.

Your tools are ready. Let's close some loans.

Your Tools 5 active

Guided lead intake call script with AI-powered strategy suggestions to capture and qualify new borrowers with confidence.

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Lender Research

Search and filter wholesale lenders by loan type, FICO score, and tier. Built exclusively for independent mortgage brokers.

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Client Analysis

Full refinance analysis with UFMIP refund, payment comparison, and breakeven calculation for client consultations.

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Client Presentation

Side-by-side loan scenario comparisons to help clients clearly understand their options and make confident decisions.

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Client Education

Professional pre-LE presentation tool to walk clients through their loan estimate with clarity and confidence.

Launch Tool →

Ideas

Coming Soon

Got a tool idea? We're listening.