For licensed brokerages

The homebuyer journey, white-labeled under your brand.

A multi-tenant platform that walks first-time buyers from pre-qualification to closing — with built-in audit trails, role-based portals, and tenant-level data isolation.

RESPA-grade audit logRow-level tenant isolationWhite-label branding
buyer.summit-realty.com
  • AssessmentStep 1

    Buyer takes a 2-minute readiness quiz under your brand.

  • Readiness scoreStep 2

    Auto-generated score and a roadmap to mortgage-ready.

  • Document vaultStep 3

    Pay stubs, IDs, and disclosures collected in one place.

  • Team matchingStep 4

    Lender, agent, and title introduced with full audit trail.

  • Offer & contractStep 5

    Milestones tracked from offer through underwriting.

  • ClosingStep 6

    Hand over the keys — every event logged for RESPA review.

100%
tenant isolation
6
journey milestones
immutable audit entries
1
platform, your brand

The Journey

From quiz to keys, all in one place.

Hover any step to preview what your buyer experiences at that moment.

  1. Step 1

    Assessment

    Buyer takes a 2-minute readiness quiz under your brand.

  2. Step 2

    Readiness score

    Auto-generated score and a roadmap to mortgage-ready.

  3. Step 3

    Document vault

    Pay stubs, IDs, and disclosures collected in one place.

  4. Step 4

    Team matching

    Lender, agent, and title introduced with full audit trail.

  5. Step 5

    Offer & contract

    Milestones tracked from offer through underwriting.

  6. Step 6

    Closing

    Hand over the keys — every event logged for RESPA review.

RESPA-grade audit log

Every stage change, document upload, and assignment is recorded in an immutable log.

End-to-end journey

Readiness scoring, milestones, agent/lender/title matching, and document vault.

Multi-tenant isolation

Strict row-level isolation between brokerages — enforced at the database layer.

Ready to close more first-time buyers?

Sign in to your portal, or contact us to onboard your brokerage.