Settings

Workspace, qualification rules, thresholds, and branding

Brokerage profile

Brokerage nameNorthstar Mortgage Group
LocationToronto, ON
Demo modeEnabled

Appearance

Qualification criteria

  • Tier A — Meets all agreed criteria, verified consent, credit range 720+, income documented, timeline < 90 days.
  • Tier B — Some criteria not met but likely qualifies through alt-lender, another product, or documentation route.
  • Tier C — Does not currently meet minimum criteria, or missing essential information. Nurture candidates.
Full editable criteria coming in the next release.

Alert thresholds

  • Uncontacted Tier A after 4 hours
  • Slow broker response above 25 minutes average
  • Tier C share above 40% per campaign
  • Cost per Qualified Opportunity above $500