Partner with Neat Capital.

Get faster, easier, more reliable results for your clients.

Partner with Neat Capital.

Get faster, easier and more reliable results for your clients.

Why Partner with Neat?

We help your clients find their dream home. Through our wholly owned subsidiary, Neat Loans, we’ve developed a modern approach to home financing that is designed to sidestep the frustrating inefficiencies so often associated with obtaining a mortgage. Neat Loans was specifically designed to address these concerns for home buyers, and our tools for partners make strengthening your relationships with your clients easier than ever before.

Mortgage without the Mess

At Neat Capital, we partner with wealth managers, real estate companies, CPAs, brokers, builders, and corporate relocation companies to get your clients the mortgage without the mess.

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What Are Your Goals for Your Clients?

To help them finance a dream home, refinance their existing home, secure an investment property, or relocate with their company? Perhaps it’s to help your clients consolidate debt to build a nest egg or leverage equity to retire early.

List or Search for a Home

Technology Overview.

Our modern and scalable technology replaces the cost of point of sale, pricing engine and loan origination system.
top of funnel consumer education
Display quotes for real-time pricing and fee information
Consumer education on home price affordability
Transparency on expected refinancing savings
Account-level real time data feeds on home financing pricing and qualification eligibility, including asset qualification based on a savings or brokerage account balance
MAXIMIZES CONVERSION
Instant Applications: 60 seconds, soft pull, instant pre-approval
One Session 'Full Application' and Loan Documentation: real-time detailed feedback, loan selection, automated docs, facilitates cash-like offers
eliminates surprises & raises nps
Ensures clients qualify for priced quoted
Provides real-time feedback on required asset and income to qualify
Runs more than 200k scenarios to find best price for client and present all options to consumer
OPTIMIZES MORTGAGE BANKING EFFICIENCY & RISK
Smartest system to move beyond "system of record" to algorithmically and consistently calculate income, assets, and liabilities with program-specific configurations
Improves data fidelity, documentation consistency (reduces compliance & risk of loan salability)

Technology Overview.

Our modern and scalable technology replaces the cost of point of sale, pricing engine and loan origination system.
Real-Time Pricing Algorithms & Calculators
Display quotes for real-time pricing and fee information
Consumer education on home price affordability
Transparency on expected refinancing savings
Account-level real time data feeds on home financing pricing and qualification eligibility, including asset qualification based on a savings or brokerage account balance
Most Transparent Point of Sale Loan Application System
Instant Applications: 60 seconds, soft pull, instant pre-approval
One Session 'Full Application' and Loan Documentation: real-time detailed feedback, loan selection, automated docs, facilitates cash-like offers
Unique Combined Pricing and Underwriting Engine
Ensures clients qualify for priced quoted
Provides real-time feedback on required asset and income to qualify
Runs more than 200k scenarios to find best price for client and present all options to consumer
Nation's Only Modern Loan Origination System
Smartest system to move beyond "system of record" to algorithmically and consistently calculate income, assets, and liabilities with program-specific configurations
Improves data fidelity, documentation consistency (reduces compliance & risk of loan salability)

White-Label Loan Production and Technology.

Neat provides its lending platform as a white labeled service to financial institutions seeking to provide a modern home financing customer experience to clients. Under this relationship, Neat provides all mortgage platform technology and back office operations necessary to produce a loan to its financial institution partners (processing, underwriting, closing, and post-closing).
Neat's white label fulfillment relationship is designed to:
Provide the fastest mortgage journey to clients, approve clients immediately, and provide bids to compete with cash
Deliver full end-to-end software for a modernized mortgage experience to deliver best-in-industry customer satisfaction
Transition massively expensive fixed cost burden of mortgage operations to a variable cost model to assure profitability of mortgage banking business line for bank partners
Expand product offerings with take-back mortgages built into pricing and product offerings of white labeled tech
Ensure a financial institution is equipped with best available technology and resources to manage compliance and mitigate risk
Allow a financial institution to continue to seamlessly leverage its existing brand and client relationship management throughout the customer journey

Embedded Tech.

Neat has unique tools to embed with partners to assist clients with financial planning, home financing eligibility, and loan pricing. Neat can also price or qualify a consumer for a loan from available partner data.

If you are a real estate agent, builder, wealth manager, CPA, financial advisor, or bank, we can help embed or customize our technology to provide a complete suite of home financing tools to address common client questions, ranging from simple to complex, such as:

Are you a real estate agent or builder that is seeking to qualify clients or show the monthly payment associated with various home purchase options?

Would you like to show updated rates for home financing options when a client logs in?

Would you like to show updated rates for home financing options when a client logs in?

Would you like to show clients whether they can buy a second home based on their investment accounts?

Are you seeking to determine whether a refinance could support the purchase of an insurance instrument without impacting a client's cash flow?

Would you like to show alternative home financing options that could lead to tax savings or enable a client to retire early?

What is the net benefit of a cash out refinance?

Let's Connect.

If you're interested in learning more about our partnership opportunities, please fill out the form below and we will get a conversation started.
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