Broker Websites
For commercial brokers, mortgage brokers, and residential agents

A broker website with commercial analysis software built in.

Your client walks their own deal on your site: an investment property, buying a building, construction, a refinance, or equipment and working capital. The software compares a bank loan, your own programs, and the SBA options side by side where they fit, and they send you the scenario with the numbers attached.

Analysis software on every plan6 templates, switch any time24 software toolsYour own domainInstant replies and a lead board7-day free trial, no card
Why brokers choose it

A website that works the deal, not one that only says “call us”

Most broker websites are a brochure. This one comes with the software your clients need before they pick up the phone, and it hands you the result.

A broker walking two clients through their options
  • Leads that arrive with the deal attached

    Every inquiry carries the scenario the visitor ran: the price, the down payment, and the programs they compared. Your first call starts in the middle of the deal.

  • Your clients run the numbers before they call

    An investor can analyze a rent roll, check cap rate and debt coverage, see the maximum price the numbers support, and send you the full scenario.

  • Your programs, your rates, your name

    Clients compare your loan programs side by side with a bank loan and the SBA options, at your rates, on pages that carry your name. They see what you can do for them before they call.

  • One plan instead of three tools

    A website, commercial analysis software, and lead capture together from $99 a month, including hosting. Set up in 5 minutes.

Where your leads come from

Your web app brings you leads. You close the deals.

Your site is a web app, not a brochure. It brings you leads: a client runs their deal in your analysis software and sends you the numbers, asks for the report by email, writes through your contact form, or asks about a listing. We email each lead on your behalf within seconds, using your company name and contact details, so they know you’ve received their inquiry. Each lead lands on your lead board with everything they entered, and you get an email the day a follow-up is due, until the deal closes.

Answer every lead in seconds

  • Instant confirmation. Every visitor who sends their numbers or a message gets an email from your company name right away, with your phone, your email, and your booking link. All replies from your leads go directly to you.
  • “Email me this report.” Clients who are not ready to talk can have their results sent to their inbox. They keep the report; you get the lead.
  • Book a call. Add your appointment booking link in Settings. It appears after every send, on your contact and listing pages, and in every confirmation.
  • The right agent, first. A question about a listing goes straight to the agent on it, with a copy to you.
  • Made for phones. A Call, Book a call, and Run my numbers bar stays at the bottom of every page.

Work every deal to the finish

  • A lead board. Move each lead from New to Contacted, Documents requested, Sent to lender, and Closed. Set follow-up dates, assign it to someone on your team, and keep private notes.
  • Automatic reminders. An email the morning a follow-up is due, and a Monday list of new leads still waiting for a first reply.
  • Your CRM, connected. Search all your leads, or download them in one click. On Website Pro, every lead can go to your CRM or a spreadsheet through a webhook.

Analytics and data included

  • A monthly results report. Page views, leads by tool, and deals closed, in your inbox on the 1st of every month.
  • Track your ads. Add Google Analytics, Google Ads, and your Meta Pixel. Every lead counts as a conversion; names and numbers stay private.
  • Reviews that sell. Client testimonials and a “Read our reviews” button for your public reviews page.
  • Listings in one step. Import your listings from a listing service or spreadsheet export.
  • Spam stays out. Bots are turned away and link spam is set aside, so your inbox holds real people.
Who it is for

Built for brokers who place the loan

For commercial brokers, mortgage brokers and residential agents.

Commercial

CRE and business brokers

Owner-user, construction, refinance, and equipment deals with SBA 504, SBA 7(a), the bank, and your own programs priced side by side. A visitor walks the deal; you get the scenario.

  • The full commercial analysis software
  • Your own loan programs in every comparison
  • Each program withheld with a reason when a deal misses its limits

See the Atlas demo

Mortgage

Loan officers and brokers

A software-first site: payment, affordability, refinance break-even, points, and extra payments. Visitors run the numbers, then send them to you for a real quote.

  • Quick payment check in the hero
  • Your default rates and assumptions
  • Leads with the full scenario attached

See the Ledger demo

Residential

Agents and small teams

Listings with beds, baths, and an honest monthly payment. Affordability, rent-or-buy, and seller net software that turns browsers into conversations.

  • Payment on every listing card
  • Seller net proceeds for listing appointments
  • Team pages for every agent

See the Harbor demo

The software

Commercial analysis software, on your own website

Every plan includes it. Your client picks what they are trying to do and explores the scenario with your loan programs included in the comparison. Results are planning estimates; a lender confirms eligibility, terms, and approval.

A business owner working through a small business loan on a desktop computer

Investment property analysis

Year-by-year cash flow before and after tax, depreciation, the sale and the taxes on it, the return, and the most a buyer should pay at your coverage target.

Buying a building to use

A bank loan, your own programs, and SBA 504 or 7(a) where they fit, side by side: the cash to close, the monthly payment, and owning measured against renting over ten years.

Construction

Land, hard costs, soft costs, contingency, and the interest that builds up during construction, carried through to the permanent loan.

Refinance

What each lender would advance against the building, the new payment next to today’s, and how much cash actually comes out after the old loan is paid off.

Equipment and working capital

An equipment loan, a lease, a line of credit, and an SBA 7(a) compared on the monthly payment and on what each one costs in the end.

Loan readiness, on Website Pro

A guided walk-through for a client who is starting, buying, or expanding a business, buying a building or equipment, or borrowing working capital. It screens the request against SBA program rules and what banks look for, shows which routes fit, what is fixable, what a lender must verify and the documents to collect, and it sends you the answers.

Prepare for the lender conversation

A document checklist tracks what your client has gathered, with a scenario report they can discuss with a lender. Password-protected links help them share sensitive numbers.

Templates

Six looks. One click to switch.

Every template renders the same content, so you can change your mind at any time without losing a listing or a word.

All templates
The dashboard

Every template comes with the dashboard

Whichever look you pick, this is what you run it from. Design, content, listings, your team, the blog, which software is switched on, your leads, your domain and your billing, all in one place. No code, no plug-ins, nothing to install - if you can fill in a form you can run the whole site, and every change shows in a live preview before anyone else sees it.

Would rather not? The optional setup service is us doing it for you: your listings entered, your domain connected, and a call to walk you through it afterwards.

The dashboard: leads, listings and software counts along the top, a setup checklist, and the links to share your site
How it works

Set up in a few minutes

See it step by step

Pick a template and a plan

Start free, no card. Choose commercial, mortgage, or residential and we set sensible defaults.

Add your details

Company, photo, listings, team, and the software you want. Change colors and fonts, reorder sections, and watch the live preview.

Share your link or connect your domain

Your site is live at your own address. Embed any software tool in a site you already have with one line of code.

Answer leads that come with numbers

You get an email the moment someone sends their numbers, and the lead board shows the exact scenario they ran, so the first call starts in the middle. The visitor gets an instant confirmation with your booking link.

Everything included

What every site gets

Leads with the scenario attached

Name, contact, and the exact inputs. Open a lead and see what they saw.

Listings that show the payment

Commercial cards show cap rate or an estimated loan payment. Residential cards show principal, interest, taxes, and insurance.

Your own domain

Connect your own domain, such as broker.example, with the DNS records we show you.

Switch templates any time

Palette, fonts, hero style, and section order are yours to change. Nothing is lost.

Team pages

Every agent with a photo, license, and contact details, assigned to their listings.

A blog on the Pro plan

Write posts in the dashboard. They appear on your site with clean typography.

Embed anywhere

Any software tool drops into your existing website with one line of code.

Privacy built in

Leads are encrypted before storage. Each sign-in link works one time, then expires. A privacy notice in your name on every site.

Sensible defaults

Your audience sets the software, wording, and listing fields so a brand-new site already reads well.

Pricing

Simple plans, no surprises

Your visitors use the software free. You pay for the site and the leads.

Software

The software on the site you already have

$39 /mo

a month

  • The commercial analysis software: investment property, owner-user, construction, refinance, and equipment
  • Your own loan programs compared beside bank loans, SBA 504, and SBA 7(a)
  • Client-ready reports and a lender document checklist
  • Core calculators, branded with your name and colors
  • A hosted software page on your own link
  • One line of code to embed included tools
  • Leads saved to your dashboard and emailed to you
  • An instant confirmation email to every client, with your booking link
  • An "Email me this report" button that turns a report into a lead
  • A lead board with stages, notes, follow-up reminders, and an Excel download
  • A weekly lead summary and a monthly results report by email
  • Google Analytics, Google Ads, and Meta Pixel tracking
  • Your default rates and assumptions
Start free for 7 days

Website Pro

More room for your team, with a blog and no badge

$179 /mo

a month

  • Everything in Website
  • Hosting included
  • Loan readiness software: screens a client's request against SBA program rules and what banks look for, shows the routes that fit, the fixes and the documents, and sends you the answers
  • A startup budget and 12-month cash flow planner, a business plan builder, and a printable lender meeting prep sheet for your clients
  • Four reference pages you can turn on: loan documents explained, special SBA programs, startup funding, and eleven lender guides, each naming only you
  • Send every lead to your CRM or a Google Sheet (works with Zapier)
  • Up to 200 listings and 30 team members
  • A blog with up to 200 posts
  • No platform badge in the footer
  • Priority support and a setup call included
Start free for 7 days

Every plan starts with a 7-day free trial. No card needed to start. Prices in USD, before tax. Cancel any time; it takes effect at the end of the paid period. Optional setup service: $249 one time, or free when you pay for the year.

Commercial Finance School

Learn commercial financing and add an income stream

Your clients own businesses and buildings, and sooner or later they need financing. The Commercial Finance School teaches you to place those loans yourself, at your own pace, with the software to do the work from the first lesson. No previous commercial lending experience is required.

A smiling broker at work

Every loan type, step by step

How lenders think, then SBA 7(a), SBA 504, conventional real estate, equipment, lines of credit, refinancing, and state programs. 86 lessons in 17 modules, each lesson with a knowledge check.

Seven tools, yours for life

Loan Finder screens a request, Loan Readiness Check tests it against SBA program rules, Package Builder builds the checklist and the loan request summary, and the Calculators run the numbers. Lender Matrix, Link Library, and Fee Agreement Builder keep your lenders, sources, and fee agreements in one place.

Packages ready for the lender

Read the file the way the underwriter does: tax returns, credit reports, rent rolls, and operating statements, with sample documents. In the capstone you build three complete loan packages.

Lenders who take your deals

Sign up as an approved broker or referral partner with banks, SBA lenders, and the lenders behind state programs, and learn which lender wants which deal.

Marketing and your first clients

A one-page business plan, a clear message, a 30-day plan for your first ten clients, and the marketing that keeps inquiries coming, with a worksheet for each.

Get paid, within the rules

Fee agreements, fee ranges, and how fees are disclosed on SBA loans, plus regulator contacts for all 50 states and the District of Columbia.

An educational course. It does not make or arrange loans and does not guarantee income, loan approval, or a license. Brokering loans may require a license in your state. With the school plus website option, the website continues at $99 a month after 12 months unless you cancel.

Questions

Before you start

Is the commercial analysis software included?

Yes, on every plan. Commercial brokers get the full investment, owner-user, refinance, construction, and equipment software, with a bank loan, your own programs, and the SBA options compared side by side.

Do I need a developer?

No. Everything is done from the dashboard: template, colors, listings, team, software, and your domain. If you would like us to do it with you, the setup service covers a call, your domain, and your first listings.

Can I keep my current website?

Yes. The Software plan gives you commercial analysis and core calculators on your own link and as embed codes. Paste them into any page and the leads still come to your dashboard. Loan readiness and business planning tools are included on Website Pro.

What happens when a lead comes in?

You get an email right away with the visitor's name, phone, and a private link to the numbers they ran, and the lead lands on your lead board. The visitor gets a confirmation from your company name with your phone and booking link. Set a follow-up date and we email you the morning it is due.

Can my leads go to my CRM?

On Website Pro, yes. Paste a webhook address from your automation service or CRM and every new lead is sent there too, ready to become a contact or a spreadsheet row. On every plan you can download all your leads as a spreadsheet.

Where do the numbers come from?

Each tool uses standard formulas and your default assumptions: rate, taxes, insurance, and so on. Visitors can change any assumption. Every page says clearly that the results are estimates, not offers.

What happens when the trial ends?

Your site shows a short notice with your contact details until you choose a plan. Nothing is deleted. Pick a plan from the dashboard and it is live again immediately.

Free website check

Already have a website? Find out what it is costing you.

Enter your website and your email. We check security, speed, phones, whether Google is allowed to list you, and whether visitors can reach you, then send the report to your inbox.

Check my website

Your site, with the software built in

Start free, pick a template, and share your link today. Upgrade whenever the leads make it obvious.

Get my website