Broker-branded communication: Email and SMS invites identify the broker, with contact details available in the email and landing page.
API support: Add broker details once per borrower using external_metadata.broker. The default wholesale flow provides broker-specific messaging without creating a separate flow for every broker.
TPO Connect ordering: Brokers can order payroll, asset, and document-based income verifications using the lender’s Argyle setup. Encompass Automated Service Ordering (ASO) also supports initial orders on broker-originated loans.
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