HEA Broker Portal for
Partners and Referral Networks
Branded quote links. Real-time pipeline visibility. Fee tracking. A partner channel built specifically for brokers who originate HEAs, with quoting, submission, and status tracking in one place.
QuantmRE's broker portal gives Originators a white-label partner channel: brokers and referral partners get branded quote links, deal submission, and live status visibility, while the Originator keeps control of underwriting, products, and compliance.
A branded portal gives brokers the same tools they already use for other products: instant quotes, real-time status, and a single place to submit and track deals. That familiarity is what gets HEAs onto a broker's product shelf alongside everything else they offer.
Quote Links · Submission · Status · Payouts
Example figures
Capabilities
Key Capabilities built for
the partner channel.
Branded quote links
Each broker distributes quote links carrying their own branding within the Originator's program, so a homeowner sees a consistent, professional experience from first estimate onward. Before distributing a link, a broker can verify that a prospective customer would be attributed to them and is eligible to proceed.
Deal submission and tracking
Brokers submit applications, upload documents, and follow status in real time instead of emailing spreadsheets and waiting for callbacks. A built-in task manager gives brokers list, table, and calendar views of their pipeline without leaving the portal.
Product entitlement
The Originator controls which products each partner can offer, and every quote records the product and guideline version behind it.
Fee and payout tracking
Fee history, payout schedules, and attribution tracking are visible to each partner without a separate spreadsheet or manual reconciliation.
Communication built in
Status updates and requests flow through the portal, keeping the file history in one place rather than scattered across email and phone calls. The portal also supports video sessions with homeowners, logged against the application record, and SMS outreach using pre-built templates sent per customer.
Control stays with the Originator
Underwriting decisions, guideline configuration, document content, and compliance language remain with the Originator. Partner activity is fully visible and auditable.
How the broker channel
actually works.
Every broker-distributed quote and application runs through the same point of sale, documents, and guideline versioning as any other channel. A homeowner reached through a partner's branded link sees the identical experience, the identical figures, and the identical disclosures as a homeowner applying directly.
The Originator controls what each partner can access. Product entitlement, guideline versions, document content, and compliance language are all configured centrally, and partner activity is fully visible and auditable in the Originator's own admin system.
Partners work entirely inside the portal. There is nothing to install, license, or maintain, and status updates, document requests, and fee tracking all live in one place rather than across email, phone calls, and spreadsheets. Brokers who manage their own referral networks can also create sub-originators beneath them, each with its own tracked link and pipeline view.
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Request a Demo →What is a white-label HEA broker portal?
A branded web portal an HEA Originator provides to its broker and referral partners for quoting, submitting, and tracking Home Equity Agreements, running on the Originator's platform under the Originator's program rules.
Do brokers need their own HEA technology?
No. Partners work entirely within the portal the Originator provides. There is nothing for the broker to license, install, or maintain.
Can different partners be given different products?
Yes. Product entitlement is controlled per partner, and each quote records exactly which product and guideline version produced it.
How do homeowners experience a broker-originated HEA?
Through the same point of sale as any other channel: an instant estimate, a full quote document, and a guided application, presented under consistent branding.
Does the portal replace the Originator's admin system?
No. It is the partner-facing layer of the same platform. Submissions land directly in the Originator's origination system with full context.