Mortgage brokers
Coordinate a client introduction and agree on the financing documents needed, without losing context between the buyer and their realtor.
Get startedThe right tools for your work.
From the first request to the final handoff, keep the details that matter to your business connected.
Client management
Keep the buyer, referring realtor and target property connected. Record the requested financing timeline and who is responsible for the next follow-up, so a new introduction becomes a clear client record.
Explore this toolPurchase financing file
Purchase financing file
A clear point of contact
Documents shared with permission
An illustrative workflow, adapted to your specialty.
Frequently Asked Questions
Which tools are most useful for this specialty?
Client management · Files & documents · Client portal. Prepare a document checklist for the specific file before requesting uploads. Record what has arrived, what is missing and which version is current.
What should I prepare before the first appointment?
Keep the buyer, referring realtor and target property connected. Record the requested financing timeline and who is responsible for the next follow-up, so a new introduction becomes a clear client record.
Can the client follow the work in Azyba?
Yes. Invite the client to their free Azyba account to keep authorized requests, shared documents and job updates together. When you issue an invoice and complete payment setup, the client can also pay through their account.
