Skip to main content

I am building a team of loan agents. How do I keep their deal quality high?

account-admin · NEW · weekly mining 2026-09-07

Written by Cohen Nagel

A lot of this is enforced for you. Every lender application carries its own mandatory fields and required documents, and the submit button stays locked until all of them are met, so an agent cannot send a half-finished file out to a lender. Seats are free, so you can bring the whole team on, and you can give each agent their own tracked signup link to see who sourced which deal (see "Can I track which team member or partner each deal came from?"). Pair that with a shared intake form so every agent collects the same information from the start.

Did this answer your question?