NEFA Member Benefit

BrokerBuddy OS is included with your membership

No more subscription checkout or plan selection. Use your NEFA access code to unlock the full platform, then sign in like any other member service.

How to access

BrokerBuddy OS is provisioned for NEFA members. Follow these quick steps to get inside:

  1. Request or locate your member access code from NEFA.
  2. Visit the sign-in page and create the owner account using that code.
  3. Invite your brokers and processors — every seat is covered under the program.

What’s included

AI Deal Desk

Automated lender matching, underwriting insights, and outreach sequences built for commercial finance.

Team Collaboration

Invite unlimited teammates, manage pipelines together, and share live status with clients.

Enterprise Readiness

SOC 2-aligned infrastructure, document security, and audit-ready activity logs.

Need help onboarding your team? Our success squad works directly with NEFA members to migrate data, train staff, and customize workflows.

Frequently asked by members

Do I still need a Stripe subscription?

No. Billing is handled by NEFA; once you have an access code you’re fully licensed.

Can I add my whole brokerage?

Yes. Add unlimited brokers, processors, and assistants under your member organization at no extra charge.

What if I need support?

Members receive priority onboarding, live training, and dedicated chat support inside BrokerBuddy OS.

Need another access code?

Contact NEFA or email support@brokerbuddyos.com and we’ll coordinate with them.