Turn your prospects into closed deals.

Give every buyer a simple first step, and know what they can realistically qualify for before you start showing homes.

The Scenario Copilot answering a self-employed buyer question with the likely loan program, qualifying income and documents to gather

You have a buyer who says, “I’m ready to buy.” But are they actually ready?

Instead of guessing, send them through the On Point Realtor Partner Portal.

In just a few minutes, your buyer can provide the information needed for an On Point Loan Advisor to evaluate their situation, identify potential financing options, and help determine what they may realistically qualify for.

Know if they’re ready to shop before the first showing.

Less time with buyers who aren’t ready. More time with the ones who are.

Pre-qualify buyers faster

Get a first read on income, credit and down payment in minutes, not after three weekends of showings.

Know what they need to get approved

See the documents to gather and the questions a lender will ask, so nothing surprises you later.

Show homes with confidence

Walk in knowing a realistic price range, and write offers that hold up all the way to closing.

From “I’m ready to shop” to “I’m ready to sign a contract.”

Four steps from the first conversation to a signed contract, with an On Point Loan Advisor beside you for the important one.

  1. Add your prospect

    Enter their details in a minute, import your list, or let leads from your website flow in automatically.

  2. Run their scenario

    Describe the situation in plain words. The Scenario Copilot gives you a first read on program fit and what to gather.

  3. Get a Loan Advisor’s review

    Send the scenario to On Point with one click. A Loan Advisor confirms the options and what they may qualify for.

  4. Shop, sign, close

    Show homes in the right price range, write the contract with confidence, then follow the deal in your pipeline to closing.

Scenario Copilot

Ask about any buyer. Get a clear answer in minutes.

No forms and no mortgage jargon. Type what you know about your buyer, and get a clear first read you can act on today.

  • Which loan programs are likely to fit
  • How the lender will look at their income
  • The documents to collect before you apply
  • One click to send it to an On Point Loan Advisor for review
Try asking“Self-employed for 2 years, 10% down, 735 credit, $425k purchase. What should we expect?”
Close-up of a Scenario Copilot answer showing program fit, qualifying income and documents to gather

Everything you need, from first showing to signed contract.

One login, built around getting buyers qualified and deals closed.

Mortgage Calculators

Shop the right price range from day one.

Ten calculators, including the ones buyers ask about most.

  • Affordability: the highest price that fits their income
  • Monthly payment, debt-to-income and cash to close
  • LTV, rate buydown, refinance and investor (DSCR) checks
Affordability calculator showing an estimated maximum home price and monthly payment breakdown
Prospects

Keep every prospect warm until they’re ready to shop.

See who’s a lead, who’s pre-qualified and who’s pre-approved, all in one list. When they go under contract, convert them into a deal and every detail carries over.

  • Import your list, or capture website leads automatically
  • Follow-up drafts you review before anything is sent
Prospects list showing each prospect’s stage, loan program, max price and credit
Pipeline

From signed contract to closing day, nothing slips.

Drag a deal to its next stage and everyone on your team sees it. The pipeline also flags deals at risk of slipping and drafts your follow-ups.

  • Closing-risk check across all your active deals
  • Tasks, documents and notes kept on each deal
Pipeline board with deals in New Lead, Application, Processing and Underwriting columns

Also in your portal

ContentListing copy, social posts and open-house emails from your property facts.
ReportingYour pipeline by stage and month, with reports you can save.
SupportReach the On Point team, plus step-by-step guides for every tool.
IntegrationsConnect Zapier, GoHighLevel, HubSpot and more so leads land in Prospects.

A real Loan Advisor behind every answer.

The portal gets you a fast first read. Our Loan Advisors in Charlotte confirm the details, can issue your buyer a pre-approval, and stay with the file through closing.

Get your next buyer ready to sign this week.

Sign in to the portal, add your first prospect and run their scenario today. Your Loan Advisor is one click away.