Relip is the operating system for investment mortgage brokers. A brokerage owner gets a branded website, a CRM where every new lead gets a text from your brokerage and an AI assistant answers the replies in your voice, a loan pricer with branded term sheets, an LOS for documents and closing, Deal Radar for finding owners of maturing investor loans, borrower marketing, and capital. Relip provides the capital, white label, under your brokerage’s name.
The operating system for investment mortgage brokers
Fund more investment loans under your own brand.
Capital, a loan pricer, a CRM where AI answers every lead’s reply in your voice, an LOS, Deal Radar, marketing and your own website, in one platform that puts your brokerage’s name on everything borrowers see.
$1.8B+ in monthly deal flow on Relip
Brokerages on Relip
White label
Your brand on everything borrowers see.
Your brokerage is what the borrower sees: on your website, your ads, your texts, your term sheets and your document upload pages.
- Your website, your ads and your texts carry your name
- Term sheets and the online accept page carry your brokerage’s name
- Borrowers upload documents to a page with your branding
- The borrower stays your client
Relip provides the capital, white label, under your brokerage’s name.
Direct lender · 100% wholesale · Never competes with brokers
Your website
Your online terms page
Real Relip screens · fictional sample brokerage
The platform
Everything you need to originate investor loans
Pick a module to see the real screen. Each one is recorded on Summit Ridge Capital, a sample brokerage with made-up borrowers.
Fund deals under your brokerage’s name
Relip provides the capital, white label, under your brokerage’s name. Relip is a direct lender that operates 100% wholesale and never competes with brokers.
- 15 investor loan programs, from fix and flip to commercial DSCR
- Relip’s own underwriting and processing team works the deal
- Appraisal, title and insurance tracked on the deal page
Price deals as you type
Fix and flip, ground-up, DSCR term and bridge. Rate, points, payment, leverage and closing costs update as you fill in the deal.
- On a bridge loan, the rate-and-points and leverage sliders re-price as you drag
- A declined deal shows why, and the nearest program that fits
- A branded term sheet, or terms the borrower accepts online
Every lead followed up, every deal on one record
Every new lead gets a text from your brokerage. When they reply, your AI assistant answers in your voice, asks your screening questions for the loan type, sends your booking link and moves the lead to Warm or Hot. When a borrower wants a call, it tells you. It never quotes rates or fees.
- Texts, emails and calls on one timeline, with an AI summary
- Text and email drips, and a reply ends the drip
- A browser dialer with call recording, a shared inbox and round-robin routing
Submit deals and collect documents to closing
Every deal sits in one pipeline table. Open one to see its stage, the conditions still outstanding and the documents already in.
- An upload link so borrowers send documents straight to the deal
- AI summaries of submitted documents
- A chat with Relip’s processing team, and reminders for missing documents
Find owners of maturing investor loans
Deal Radar ranks investment properties whose loans are coming due or priced above today’s market. Reveal an owner with credits, including the person behind an LLC, then push them to your CRM.
- Maturity, refinance and Active Investor lanes
- Contact details with a confidence rating
- Push to CRM sends a first text and email and starts a drip
Borrower ad campaigns under your brand
AI makes image and video ads for each loan type. A four-step builder launches them on Facebook and Instagram under your brokerage’s name, and every lead lands in your CRM.
- Three image ad variants per loan type
- Targeting in any of the 50 states, a lead form and a feed preview
- Cost per lead stage, from Engaged to Won
A website built for your brokerage
Answer a short setup interview. The AI writes the copy for you to review, then designs the site. Edit any section, check it on desktop and phone, and publish on a Relip address or your own domain.
- A branded quote page powered by the Loan Pricer
- A lead form that sends leads into your CRM
- Earlier versions kept, so you can roll back
How a deal moves
From a new lead to underwriting
One deal’s path through Relip in four steps, each shown on a real screen.
A borrower finds you
They size a deal on your website’s quote page or answer your Facebook ad, and the lead lands in your CRM marked with where it came from.
Follow-up starts on day one
Put new leads on a drip that texts and emails them. When a lead replies, the drip stops and your AI assistant answers in your voice, asks your screening questions and sends your booking link.
You price it and send terms
Price the deal in the Loan Pricer and send a term sheet prepared by your brokerage. The borrower can accept the terms online.
Submit it and track it
Submit to underwriting and the deal opens in your LOS pipeline, where Relip’s underwriting and processing team works it. Each deal shows its stage, appraisal and insurance at a glance.
Real Relip screens · fictional sample brokerage
Where to start
Start where you need us
The free plan lets you price and submit loans. Membership adds the AI assistant, the full CRM, Deal Radar features, marketing and weekly group training.
Already have borrowers?
Fund them through Relip Capital.
15 investor loan programs. Fix and flip, ground-up, DSCR and bridge are priced on screen, with your brokerage’s name on the terms.
See CapitalNeed better pricing?
Run the Loan Pricer.
Fix and flip, ground-up, DSCR and bridge, priced as you type, with a branded term sheet.
See the Loan PricerLeads going cold?
Let AI follow up with every lead.
Every new lead gets a text from your brokerage. When they reply, your AI assistant answers in your voice, asks your screening questions and sends your booking link.
See the CRMNeed more borrowers?
Turn on Marketing.
Facebook and Instagram campaigns under your brand, with every lead landing in your CRM.
See MarketingWe already have $5mm in our pipeline in under 2 months on the platform.
Joe Melendez
Mavin Loans
From Relip clients
More from brokerages on Relip
“Relip is an amazing system, the leads are high quality and a great way to diversify your mortgage business.”
Alfredo Arteaga
Groves Capital
“Relip has increased our influx of leads and made it a reality to quantify closed business every month.”
Greg Knight
Gkai Capital
“They’ve allowed our company TMD Capital to scale at an astronomical pace. Digital marketing is the cornerstone of business today and these guys are our rock.”
Theo Devoie
TMD Capital
FAQ
Questions brokerage owners ask
Straight answers on the platform, the AI assistant and the capital.
Three ways. Marketing runs borrower ad campaigns on Facebook and Instagram under your brokerage’s brand, with AI-made image and video ads, and every lead lands in your CRM. Deal Radar finds investment properties whose loans are maturing or priced above today’s market, so you can reach the owner before the refinance. And your Relip website captures leads through its quote page and lead form.
A new lead gets its first text from your brokerage’s drip. When the lead replies, the AI assistant answers in your voice (you set the persona, tone and style), asks the screening questions you choose for each loan type, and sends your booking link. When a borrower asks for a call, it alerts you. Every message sits on the lead’s record next to an AI summary of the conversation. It does not quote rates or fees; pricing stays with you.
Your brokerage is what the borrower sees: on your website, your ads, your texts, your term sheets and your document upload pages. Relip provides the capital, white label, under your brokerage’s name. Relip operates 100% wholesale and never competes with you for the borrower.
A full platform. The CRM is one part of it. Relip also prices loans, creates term sheets, carries deals through an LOS from submission to closing, and funds them. Relip is a direct lender that operates 100% wholesale, so it never competes with brokers.
Relip offers 15 investor loan programs, including fix and flip, ground-up construction, single-family rental (DSCR), rental portfolios, stabilized and multifamily bridge, multifamily term, commercial DSCR, commercial rehab, short-term and vacation rental, land, and programs for newer builders and flippers. Commercial deals cover office, retail, industrial, hospitality, automotive and mixed-use property.
Owners of mortgage brokerages that originate investment property loans, or want to start, and want to run that business under their own brand. Relip never competes with brokers: a broker’s own borrowers always stay that broker’s clients, and borrowers who find Relip directly are handed to one brokerage on the platform.
For investment mortgage brokerages
Originate more investment loans with less work.
A 30-minute walkthrough. We map capital, pricing and borrower follow-up to your market and your book. No commitment.
500+ mortgage professionals on the platform · 100% wholesale · Never competes with brokers