Partner with EquityPilot
Submit borrower or deal referrals for review, help clients understand their equity path, and keep handoffs simple from the first conversation.
Protect the relationship. Improve the handoff.
Referral details are used to organize the inquiry and support a specialist review path. Submission starts a review and does not set final terms or outcomes.
Faster referral intake
A focused handoff captures the information a specialist needs to start review.
Organized borrower information
Residential and commercial inquiries are structured before the next conversation.
Clear next steps
Brokers and clients get a cleaner path from inquiry to specialist follow-up.
Privacy-safe handling
Referral details are used to organize the inquiry, not to publicly expose client information.
Referral fit
Good-fit referrals are high-level and relationship-led.
Use this intake when a client needs a structured handoff, not a promise of final terms or outcomes.
Common referral scenarios
- Residential clients asking about HELOC options
- Commercial equity or financing inquiries
- Borrowers who want guidance before taking the next step
- Clients with property or equity questions
- Brokers who want a structured specialist handoff
How it works
A simple review path for broker referrals.
Submit referral details
Share broker contact, borrower type, property context, and any helpful notes.
We organize the file
EquityPilot structures the inquiry so the right review path is clear.
A specialist reviews next steps
A specialist reviews the referral and may follow up for clarification if needed.
Pilot programs
Pilot pricing for partner teams.
Proposed pilot-range pricing for brokerages and referral teams that want a structured workspace. Ranges are starting points for conversation — final terms are set after a scoping call.
Broker Starter
$199 / mo
Solo broker workspace
- 1 broker workspace
- Borrower-consented sharing only
- Standard reporting
- Email support
Broker Growth
$499 / mo
Small team workspace
- Up to 10 broker users
- Borrower-consented sharing only
- Extended reporting
- Priority support
Broker Pro
$999 / mo
Multi-team workspace
- Up to 50 broker users
- Borrower-consented sharing only
- Advanced reporting
- Named CSM
Partner Pilot
Custom
Enterprise / multi-workspace
- Multi-workspace deployment
- Borrower-consented sharing only
- Custom KPI cuts
- Executive review cadence
Proposed pilot-range pricing only. Not final legal pricing. EquityPilot is not a lender and does not make credit decisions. Pilots are billing-neutral: no per-lead payouts, no lead auction, no highest-bidder routing.
Trust & privacy
Your client relationship stays protected.
EquityPilot is designed around borrower consent. A borrower’s plan is not shared with a broker, lender, or partner unless the borrower chooses to share it or continues through an approved broker invite flow. Help clients understand their equity before the conversation starts — without taking the relationship away.
You control this plan. Your broker, loan officer, lender, or partner will only see what you choose to share.
Broker workflow
How do you want to manage this homeowner?
Each path keeps the homeowner in control. Nothing is shared back to you unless the borrower accepts an invite or chooses to share their plan.
Store this client in my EquityPilot workspace
Save this homeowner’s scenario so you can organize follow-up, track next steps, and keep their plan accessible.
Invite the homeowner to complete their plan
Send a borrower-controlled invite. They choose what to complete and what to share back.
Prepare a scenario for now
Create a working file without notifying the homeowner yet.
EquityPilot does not automatically alert brokers when a borrower independently uses the product. Borrower credit fields are never exposed to the broker portal.
Submit a broker referral
Share the required broker contact fields and any deal context you have. After submit, the referral is reviewed for next steps.