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.
Trust & privacy
Built for careful referral handling.
Referral details are used to organize the inquiry. Client information is not publicly exposed, and the intake process is designed for secure handling.
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.