Bring your expertise. Add the relationships, refinance opportunities, support and technology to help you close more deals, faster.
The Straight Deal advantage1 min 11 sec
Press play to meet the platform. English captions available.
Read the loan officer overview transcript
Agent introductions. Refinance leads. Twenty-four-seven support. What could you build with the right platform behind you? First: the DealFlow advantage. We built this proprietary platform in-house to connect real estate professionals. Our loan officers get agent introductions through the DealFlow network—helping turn new conversations into lasting referral relationships. Next: free. unlimited refinance leads. And when you need help. we’re here—twenty-four seven. Support for your marketing and social media campaigns. Direct outreach and ongoing content generation. Rate sheets and co-branded open house flyers. Our best-in-class technology approach brings together AI-assisted CRM. automated follow-up. digital applications. and organized workflows—designed to help you close more deals. faster. Add access to more than two hundred fifty wholesale lender relationships. plus our own lending channel for eligible loans. and you’ve got more ways to solve the right borrower scenario. This is Straight Deal Mortgage. Let’s talk about what you could build here. Request your confidential platform overview today.
This transcript reproduces the overview video. Lead participation requirements, availability and assignment apply; leads, volume and results are not guaranteed. Ask for a demonstration of the tools currently available for your role. Pilot and in-development features are described below. A dedicated personal loan officer assistant is not part of the standard offering.
You build the relationships. We provide resources to help you turn the next conversation into the next closing.
01 / RELATIONSHIPS
Meet your next agent connection.
Get introductions to real estate agents through the DealFlow Network—our proprietary platform, built in-house to connect real estate professionals and support lasting referral relationships.
Company-provided refinance leads give you more conversations to start, with technology and support to help you follow through.
*Participation requirements and lead availability apply. Leads, volume and resulting transactions are not guaranteed.
03 / EXECUTION
Stay focused. Keep deals moving.
AI-assisted CRM, automated follow-up, digital applications and organized workflows help you manage relationships, next steps and files with greater clarity.
Technology designed to help you close more deals, faster.
Built in-house. Built for connection.
The DealFlow relationship advantage.
Give real estate agents a reason to stay connected. DealFlow brings agent introductions together with a growing vision for AI support on both sides of the transaction.
Meet agents through the network, start relevant conversations and develop relationships that can grow with your business.
Opportunity Agent · Pilot
Help agents find the next opportunity.
The published pilot illustrates how saved buyer needs and authorized property opportunities can surface a relevant next step for human review.
AI team · In development
More support for both sides.
We’re developing AI workflows for agents and loan officers, including follow-up and coordinated daily work. People remain in control of the next action.
Support when you need it
24/7
Your next move. Our support.
From an open house this weekend to tomorrow’s outreach, get help with the work that keeps your business visible and moving.
01
Marketing & social media
02
Outreach campaigns
03
Content generation
04
Rate sheets
05
Co-branded open house flyers
06
Day-to-day assistance
Assistance across your business, whenever you need support.
More ways to serve your borrowers
Broker flexibility. More ways forward.
Access more than 250 wholesale lender relationships, plus our own lending channel for eligible loans. Explore more ways to address the right borrower scenario.
250+Wholesale lender relationships
Our lending channel
Eligible loans may close and fund in Straight Deal Mortgage’s name as a non-delegated correspondent lender.
Your next chapter starts with a conversation
Let’s find a time to connect.
Book a confidential conversation with Shane Stanfield. Talk through your goals, compensation, available resources and what joining Straight Deal could look like for you.