Service Terms

The Vision Platform is a B2B infrastructure solution designed for regulated mortgage brokerages. By accessing our assessment services or core platform, you represent that you are a broker-owner or authorized principal of a legal entity.

Vision provides a logic enforcement layer that interfaces with your existing systems (LOS, CRM). While Vision facilitates the calculation and enforcement of operational rules (commissions, compliance checkpoints), the Brokerage remains the primary regulator of record for all loan activities.

Vision is not a mortgage lender, loan servicer, or financial advisor. Our services are strictly operational and architectural in nature.

Assessment diagnostic briefs and architectural schematics provided by Vision are proprietary and confidential. Reciprocally, Vision treats all brokerage operational data provided during assessments as highly confidential information under military-grade protection.

Vision's liability is limited to the functionality of the control logic layer. We do not assume responsibility for errors originating in source systems (LOS/CRM) or manual data entry performed by brokerage staff outside of system constraints.