Give your brokers a self-serve portal
With Prudent AI integrations, brokers can upload bank statements and income documents directly into your portal, resolve missing items in real time, and instantly receive guideline-aligned income results.
Making the Broker Portal actually broker-friendly!
Enhance broker-lender relationship by fixing the way the loan originates
Prudent AI co-pilots stack up one after the other. Brokers/ Correspondents upload the income documents & the process flows
Most loan delays start at the very first touchpoint. But Prudent AI fixes that — even before the file even hits your scenario desk.
Here’s what leading lenders have to say about our Broker Portal Integrations
"At Newfi, we believe that giving brokers clarity at the point of submission is the key to unlocking scale in Non-QM.
We’re excited to partner with Prudent AI to build the tech platform that makes this future possible."
Steve Abreu
CEO - Newfi Lending
"What sets Prudent AI apart is that no other vendor offers this level of TPO portal integration today. Not only does Prudent AI have this capability, but their excellent technology and ability to integrate directly into our broker portal made the entire process seamless for us."
David Butler
Chief Strategy Officer - Foundation Mortgage Corporation
Keep your brokers fully informed throughout the loan lifecycle
Embedded Widget
Fits seamlessly into your existing TPO portal & LOS
Custom Configurations
Tailored to your investor guidelines & loan programs.
Quick Implementation
Launch in days, not months. Customized & fast setup
Frequently Asked Questions
How does Prudent AI integrate with our existing TPO portal?
Prudent AI integrates via lightweight APIs or an iframe or widget that slot directly into your existing TPO portal. It’s designed to work with popular platforms like TPO Connect, BeSmartee, and other custom portals with minimal engineering effort.
What types of documents does the Broker portal accept?
Prudent AI accepts all standard borrower income documents like: 12-24 months of bank statements, paystubs, W-2s, 1099s, tax forms.
Will our brokers need training to use this?
None at all. Prudent AI co-pilots have an intuitive UI, so brokers/correspondents can upload the documents directly—but our team is all set to help your team or TPOs with onboarding if needed.
How secure is the integration?
Prudent AI is compliant with ISO 27001:2022, SOC 2 Type 2 compliant. For more information, please visit our Security & Privacy page.
Can we push the results directly into our LOS?
Yes! Once income is analyzed and approved, Prudent AI pushes both the file package and the income summary directly into your LOS (e.g., Encompass) using API-based transfer. However, the AEs can also choose to send the same summary to the brokers to keep them informed about the loan.
