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Good morning,

Marcus — Partner Tier 2

YTD earned · 2026

$128,420

+ $48,200 vs same period last year

Upfront

$95,000

Trailers

$28,425

Renewals

$4,995

Tier 3 progress

13 / 20 loans

Tier 2 ✓

Close 7 more loans to reach Partner Tier 3 — co-brand status and named partner perks.

Coming in this quarter

Trailer · 22 active clients

May 31

$2,485

↻

Year 5 renewal · The Chens

Jun 14

$4,393

↑

Upfront · Lily Patel close

Jun 22

$8,750

Earnings

Clients

Pipeline

New

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Active pipeline

4 deals · $3.2M

$31,500 in upfront if all close · ~$4,800/yr trailers

Lily Patel

$875K

Est. upfront

$8,750

Underwriter review Day 12 / 15

Hassan & Reema

$1.2M

Est. upfront

$12,000

Docs uploaded Day 4 / 15

James Whitfield

$680K

Est. upfront

$6,120

Appraisal scheduled Day 9 / 15

Aoife Sullivan

$510K

Est. upfront

$4,590

Pre-approval in progress Day 1 / 15

Earnings

Clients

Pipeline

New

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Submit a file

Lily's application

Step 2 of 4 · loan details

Loan amount

$ 875,000

Product tier

Premier

$1.5M+

Select

$1M+

Plus

$750K

Core

$500K

Property value (AVM)

$1,180,000 74% LTV ✓

You'll earn (estimated)

Upfront

$8,750

Ongoing trailer / yr

$1,310

10-yr total

$27.0K

Earnings

Clients

Pipeline

New

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Your book

53 clients · $38.2M

$71,550/yr in trailers · all current

The Chens

$1.4M · Yr 5 of 30

Renewal soon

Sarah K.

$1M · Yr 1 of 30

Active

Hassan & Reema

$1.2M · Yr 2 of 30

Active

James Whitfield

$680K · Yr 3 of 30

Active

Aoife Sullivan

$510K · Yr 4 of 30

Referred 2

+ 48 more

Earnings

Clients

Pipeline

New

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Marcus Chen

Partner Tier 2 · Toronto

Lifetime earnings

$487,320

Since Mar 2024 · 78 loans closed

Tier progress 13/20 to Tier 3

Tax documents 2025 ready ›

Marketing assets ›

Settings ›

Earnings

Clients

Pipeline

New

BROKER PROTOTYPE · Synthetic data only · Navigation demonstration