The borrower gets real rates — and understands what they mean.
A broker-branded rate and strategy experience. Borrowers can update their loan details, retrieve live lender pricing, compare available structures and move toward an application without leaving the broker’s brand. It is connected to — but different from — the POS Workspace.
What it is
Live pricing becomes a borrower-specific strategy.
The Strategy Portal gives each borrower a private, broker-branded place to retrieve real rates and understand the financial tradeoffs behind them.
The borrower can update supported loan parameters and re-analyze the scenario using current lender pricing. FastIQ organizes the available results by rate, APR, estimated monthly payment, cash to close and longer-term borrowing cost — not as a generic rate table or a static presentation.
Real product
The borrower gets real rates. FastIQ turns them into a financial strategy.
Inside the broker-branded Strategy Portal, borrowers can update their scenario and retrieve live lender pricing. Available options show rate, APR, estimated payment and cash to close, with a structured comparison and a direct path to application.
Two borrower experiences
Connected, but not interchangeable.
The Strategy Portal retrieves and explains available pricing. The POS Workspace collects and completes the formal application.
- ✓Lets the borrower update loan parameters and retrieve current lender pricing
- ✓Shows rate, APR, estimated payment, cash to close and relevant pricing adjustments
- ✓Compares up to three available structures by financial tradeoff
- ✓Supports re-analysis, rate alerts and a direct path into the application
- →Starts or resumes the borrower application
- →Collects structured loan, property, income and contact information
- →Keeps application access separate from the lead funnel's SMS verification
- →Supports application documents, messages and file completion
What's inside
What each Strategy Portal includes.
Borrower-controlled updates to supported loan parameters
Live lender pricing retrieved for the borrower’s current scenario
Rate, APR, estimated monthly payment and cash-to-close details
Side-by-side comparison of up to 3 structured loan scenarios
Current scenario data re-derived when the borrower re-analyzes
Snapshot-frozen downloadable comparison PDF generated from its saved record
LO profile with contact, NMLS and review display
Borrower-specific recommendation and next actions
Rate alert opt-in for borrowers
Mobile-optimised on every device
Broker ownership
The Strategy Portal belongs to the broker, not a marketplace.
Every Strategy Portal is branded to the loan officer and disconnected from any consumer-facing marketplace. The broker owns the borrower relationship and controls the experience.
Next step
Give borrowers real pricing inside your brand.
Request access and see how FastIQ turns live lender rates into a borrower-specific financial strategy.