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Get started with BrokerBuddyOS and master AI-powered lender matching in 5 simple steps

Getting Started Guide

1. Set Up Your Account

Create your broker account and complete your profile with company information.

  • Sign up with your business email
  • Verify your email address
  • Complete your broker profile
  • Add your company details and license information
  • Invite team members if needed

2. Input Your First Deal

Enter deal details or upload documents for automatic data extraction.

  • Click 'New Deal' from your dashboard
  • Enter basic deal information (loan amount, equipment type, etc.)
  • Upload client documents (bank statements, tax returns)
  • Our OCR will extract data automatically
  • Review and confirm the extracted information

3. Get AI Lender Matches

Let our AI analyze your deal and recommend the best lender matches.

  • Click 'Find Lenders' on your deal
  • AI analyzes 100+ criteria instantly
  • Review match scores and approval odds
  • See lender preferences and requirements
  • Select your top 3-5 lender choices

4. Submit & Communicate

Submit to lenders and track progress with built-in communication tools.

  • Submit deal to selected lenders with one click
  • Track submission status in real-time
  • Use built-in messaging for lender communication
  • Upload additional documents as requested
  • Monitor decision timelines and follow up automatically

5. Close More Deals

Use insights and automation to optimize your success rate.

  • Review performance analytics
  • Identify your best-performing lenders
  • Set up automated follow-up sequences
  • Use AI insights to improve future submissions
  • Scale your operations with workflow automation

Pro Tips for Success

Complete Your Profile

A complete broker profile increases lender trust and improves match quality.

Upload Quality Documents

Clear, complete financial documents help our AI make better lender matches.

Follow Up Consistently

Use our automated follow-up tools to stay on top of submissions and improve close rates.

Need Additional Help?

Can't find what you're looking for? Send us a message and we'll get back to you within 24 hours.

Other Ways to Reach Us

hello@brokerbuddyos.com
Live chat available 9am-6pm EST