For mortgage brokerages
Bring your brokerage and your advisors to Finaya
Your company and its Executive Mortgage Advisors on one platform: refinance leads with the reasons behind them, borrowers guided through the application by Naya, and every loan in one view.
Built for the whole shop, not one desk
Leads with their reasons
Homeowners likely to refinance, built from public property and mortgage records, each with a plain note on why it was picked.
Distributed your way
Leads reach the right advisor by your company’s rules, with a catch-all so none is left waiting.
Outreach you approve
Naya drafts the campaign and answers first replies. Nothing sends until your advisor confirms.
Applications done with Naya
Borrowers complete the 1003 by talking it through with Naya, and the file reaches your loan system without being typed again.
Your advisors in view
Who reports to whom, who holds which lead and how each loan is moving, for the people who manage.
One platform for the company
Leads, borrowers, documents and conditions in one place, instead of spreadsheets and inboxes.
How it goes
From your company to its first filed loan
Tell us about your company
Create an account as a mortgage brokerage. We review it and invite you in.
Bring your advisors
Invite your Executive Mortgage Advisors to your team.
Leads to the right advisor
Each one routed by your rules, with the reasons behind it.
A guided application
The borrower fills in the 1003 with Naya, and the file goes on to your loan system.