Vision gives broker-owners full operational control — commissions, compliance, CRM, and closing — without adding headcount.
Eight integrated systems that replace the spreadsheets, disconnected tools, and manual processes holding your operation back.
Automated drip sequences keep every lead warm. Integrated with your LOS so nothing falls through the cracks — from first contact through post-close.
AI-powered lead intelligence pulls property data, cross-references your CRM, flags mismatches, and generates pitch-ready call scripts — all before the LO picks up the phone.
Complex split structures, branch overrides, tiered bonuses — all handled without spreadsheets. LOs see their real-time earnings. Payroll-ready exports on demand.
| Loan Officer | Loans | Volume | Split | Net |
|---|---|---|---|---|
| J. Martinez | 6 | $2.1M | 85% | $14,280 |
| A. Chen | 4 | $1.8M | 80% | $11,520 |
| R. Patel | 5 | $1.5M | 75% | $9,000 |
| M. Johnson | 3 | $1.2M | 70% | $6,720 |
| Total | 18 | $6.6M | $41,520 |
Three-way verification between LOS, title, and bank. No more wire fraud scares. No more manual reconciliation. Every dollar accounted for before it moves.
Per-branch financials, overhead allocation, LO performance rankings, and compliance tracking across all locations. One dashboard, full visibility.
Directory of wholesale lenders with comp rates, overlays, program offerings, and community ratings from your team. No more guessing who to send a deal to.
Auto-categorization, LOS-synced document rooms, borrower-facing upload portal, and audit-ready file structure. Never hunt for a missing doc again.
After loan funds, Vision automatically requests reviews from borrowers via email and SMS. Timed sequences for maximum response rates — your reputation grows while you sleep.
Vision doesn't replace your loan origination system — it sits on top, connecting the operational gaps your LOS was never designed to fill. Keep your workflows. Gain full visibility.
One platform, one price. Scale your team without scaling your costs.
Independently audited security controls
Data encrypted at rest and in transit
Granular permissions by role and branch
Every action logged and traceable
30-minute walkthrough. No commitment. See how Vision fits your brokerage.
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