Built for wholesale operations
Find the lender workflow your file needs.
A practical directory for mortgage brokers evaluating third-party processing across wholesale platforms. Start with a detailed workflow guide or scan the broader platform list before requesting a processing consultation.
- Independent processing company
- No lender logos or endorsements
- Current requirements verified per file
Detailed workflow guides
Start with the platform already in your pipeline.
Each guide explains the operating checkpoints a processor watches—from registration and submission through conditions and closing—using current public lender references and qualified, non-affiliation language.
United Wholesale Mortgage (UWM)
UWM EASE
Read the workflow guide2Rocket Mortgage through Rocket Pro
Rocket Pro broker tools
Read the workflow guide3Averra Financial (formerly The Loan Store)
TLS TPO Portal / Encompass Self Serve
Read the workflow guide4Kind Lending
Kwikie broker portal
Read the workflow guide5MortgageOne TPO
TPO Connect and ARIVE
Read the workflow guide6PRMG Wholesale
LEO and TPO Connect
Read the workflow guide7Pennymac TPO
POWER+
Read the workflow guide8Windsor Mortgage
TPO Connect and Windsor Connect
Read the workflow guide9LoanStream Mortgage
The Lounge
Read the workflow guide10Change Wholesale
CLOSR broker portal
Read the workflow guideWholesale platform directory
Wholesale platforms we navigate.
Grouped by a practical primary workflow—not an exclusive product classification. Programs, portals, approvals, and availability can change, so My Loan Flow confirms current fit before accepting a file.
Broad agency and government workflows
Platforms commonly used for conventional, FHA, VA, USDA, jumbo, or mixed wholesale pipelines. Product availability varies by lender and file.
- AFR eLend
- AmWest
- Averra Financial (formerly The Loan Store)Workflow guide
- Brokers Advantage
- Cardinal
- Carrington
- CMG
- Empower Mortgage
- EPM
- Kind LendingWorkflow guide
- Land Home
- MortgageOne TPOWorkflow guide
- Nations Direct
- Nations Lending
- NewRez
- Open Mortgage
- Orion
- Pennymac TPOWorkflow guide
- Plaza
- PRMGWorkflow guide
- Provident
- REMN
- Sierra Pacific
- Sunwest
- UHM
- United Wholesale Mortgage (UWM)Workflow guide
- Village Capital
- Windsor MortgageWorkflow guide
Non-QM, bank-statement, and investor workflows
Platforms often encountered in alternative-documentation, DSCR, investor, or expanded-credit processing lanes. Current guidelines control every file.
- A&D
- Acra
- Blue Point
- Champions Funding
- Change WholesaleWorkflow guide
- Clear Edge
- Deephaven
- FNBA
- Geo Funding
- Giant Lending
- Homexpress
- LendSure
- Lendz
- LoanStream MortgageWorkflow guide
- Megacap
- NewFi
- The Lender
- Velocity
HELOC, second-lien, and specialty workflows
Specialized platforms and programs that may use different intake, valuation, draw, disclosure, or closing procedures.
- Cake
- Round House
- Spring EQ
- Symmetry
Plan your processing lane
Need support for a specific lender workflow?
Tell us the lender, products, states, systems, volume, and processing scope. We’ll confirm fit before any borrower or loan information is shared.
- No borrower file needed
- Scope comes first
- Leave with a clear next step