Submit a client deal

How do you want to send this in?

Both paths tag you as the broker on this client for 24 months.

Submit on behalf of client

~12 min · You drive

Fill out the deal package yourself. Your client receives a clean review-and-approve link, e-signs once, and the deal goes to underwriting.

You enter all deal details
You set the broker-paid points
Client e-signs final package
Faster overall close

Quick refer your client

~30 sec · Client drives

Send your client a personalized invite link. They complete their own deal submission. You're tagged automatically when they sign up.

30-second form, you're done
Client receives branded invite
You're tagged for 24 months
You see their progress in real time

24-month broker tag protection. Once you submit or refer a client, you are the broker of record on every deal that client closes through OPM Exchange for the next 24 months. Commissions are paid automatically.

Step 1 of 5 Client information

Your client

Who is this deal for?

Tagging your client now locks in your 24-month commission protection.

Broker tag activates immediately. From this moment, this client is yours for the next 24 months on every deal they bring to OPM Exchange.

Submission mode

Submit on behalf — I'll fill out the full deal

You complete every step. Client receives the final package for review and e-signature.

Quick refer — invite client to submit themselves

Send a personalized intake link. Client drives the rest. You stay tagged.

Client details

Client full name

Company / borrowing entity

Client email

Client receives your invite or review link at this address.

Client phone

Your relationship history

Step 2 of 5 Deal basics

Deal details

Tell us about the deal

High-level information so we can route to the right reviewer.

Loan request

Deal name (internal)

Loan amount

Requested term

Asset type

Office

Retail

Industrial

Multifamily (5+)

Mixed-use

Hospitality

Self-storage

Land (entitled)

Loan purpose

Acquisition

Purchase of a new asset

Refinance

Payoff of existing debt

Bridge to refinance / sale

Short-term financing pending exit

Construction / value-add

Acquisition + reposition / rehab budget

Property location

Property address

Step 3 of 5 Your commission

Your pay

Set your commission

You earn a base referral fee from OPM on every funded deal. You can also charge your client additional points, disclosed and collected at closing.

Both fees flow through closing escrow. The OPM referral fee is paid from platform revenue. Borrower-paid points are collected at funding and wired directly to your account on the same day.

Your commission on this deal

$6.5M loan

OPM referral fee (50 bps) Automatic. Paid by OPM at closing.

$32,500

Borrower-paid points You set the rate. Disclosed to borrower upfront.

pts

$97,500

Your total commission

$130,000

Borrower-paid points disclosure

Disclosure note to client (optional)

Your client will see your point structure in their final package and approve it before closing.

Step 4 of 5 Sponsor & asset

Sponsor & asset details

Round out the package

Sponsor track record, capital stack, and exit strategy.

Sponsor track record

Prior deals

Deployed capital

Defaults

Sponsor liquid net worth

Capital stack summary

Purchase price / project value

Sponsor equity

Target LTV

Target LTC

Exit strategy

Primary exit

Exit narrative

Tier selection

Standard automated review

5 business days · $5,000 escrow deposit

Blue Check premium underwriting (+$1,500)

8-10 business days · independent appraisal · verified badge · faster lender pickup

Step 5 of 5 Review & submit

Review & submit

One last look

Your client receives a review-and-approve link after submission.

Client & broker tag

Edit

ClientMarcus Kowalczyk · Detroit Adaptive Group

Submission modeSubmit on behalf

Broker tagActive · 730 days

Deal

Edit

Deal nameCorktown Hospitality Bridge

Loan amount$6,500,000

Term24 months

Asset typeHospitality

PurposeAcquisition

TierBlue Check

Your commission

Edit

OPM referral fee (50 bps)$32,500

Borrower points (1.5 pts)$97,500

Total at funding$130,000

Sponsor & capital stack

Edit

Sponsor equity$2,800,000

Project value$9,500,000

LTV / LTC62% / 53%

Track record8 deals · $34M · 0 defaults

I certify all information provided is accurate and authorized by the client. I have a legitimate broker relationship with this client and disclosed my commission structure to them.

I authorize OPM Exchange to disclose my point structure to the client in their package.

I have read and agree to the Broker Terms of Service.

Submitted. Tag locked.

Corktown Hospitality Bridge is in the underwriting queue. Marcus is tagged to you for the next 730 days.

What happens next

Right now
Client receives review linkMarcus gets an email with the full deal package and your point disclosure to e-sign.
Day 1
Underwriter assignmentOnce client signs, the deal enters Blue Check premium review. Your dedicated underwriter contacts you within 24 hours.
Days 3–8
Premium underwritingIndependent appraisal ordered. Sponsor verification. Title commitment review.
Days 8–30
Capital syndication & closeApproved deal goes to vetted lenders. Your $130,000 commission lands at funding.

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