Broker file intake
Receive merchant or borrower packages with core documents, status, ownership, and notes attached to one record.
Lender submissions
A lender submission portal for cleaner commercial finance files.
Specter Systems helps brokers, ISOs, and lenders move submitted files through intake, document review, missing-item requests, and status updates from a shared workflow.
Submission control
Give every submitted file a clear place to live.
Replace scattered email chains and document folders with a submission workflow that keeps lender requirements and broker follow-up connected.
Package readiness
Review whether required documents and key context are present before a file moves deeper into the queue.
Missing-info requests
Track follow-up items, broker responses, and internal ownership without losing context in email threads.
Submission routing
Route files by lender fit, queue, team, or review stage using workflow rules and team review.
Broker and lender visibility
Keep originators, processors, and underwriters aligned on file status and next action.
Controlled portal access
Support role-aware access and review history for teams that need tighter control over submitted deal records.
Submission ecosystem
The portal should connect to the rest of the funding workflow.
A submission portal is more useful when it is tied to underwriting, CRM, and broker-lender coordination.
Broker lender submission software
Coordinate submission ownership, routing, lender feedback, and broker follow-up.
Review workflowCommercial lending underwriting software
Move submitted files into structured review queues with documentation and communication history intact.
Review workflowISO CRM
Manage ISO origination activity before files are packaged and sent to lenders.
Review workflowFAQ
Lender submission portal FAQs
Answers for teams replacing email-based broker submission workflows.
Is Specter a portal for lenders or for brokers?
Specter supports both sides of the submission workflow. Brokers and ISOs can organize and route files, while lenders can review submitted packages with supporting context.
Does a submission portal replace underwriting judgment?
No. The portal organizes workflow, documents, requests, and status. Underwriting judgment and funding decisions remain with the lender or finance team.
Can submissions still involve email or SMS follow-up?
Yes. Specter is designed to keep communication activity connected to the deal so follow-up can be tracked alongside submission status.
Workflow review
Review how your submissions move today.
See how Specter can organize broker files, lender requirements, missing items, and submission status in one operating workflow.