Broker Portal - Streamline your real estate transactions with our secure online portal.

Access your case information, track progress, and communicate with our team seamlessly through our secure online portal.

WHY BROKERS SWITCH TO LEGAL DIRECT

1. Brokers switch to Legal Direct because through technology we remove friction from refinance and second mortgage transactions. Transactions shouldn't be slowed down by outdated processes.
2. Our Broker Portal provides live file tracking, document management, instant messaging, reducing follow-ups and uncertainty.
3. The broker portal is linked to our first-of-its-kind Client app which keeps Clients engaged and responsive — handling ID, documents, and communication in one secure place.
4. The result is faster turnaround times, fewer bottlenecks, and a better experience for everyone involved.

Track and progress cases in real time.

Our portal centralizes all case information, making collaboration effortless for everyone involved in your real estate transaction.

Securely upload, view, and download all relevant documents in one centralized location.

Stay informed with live updates on your case status. Track each stage of your transaction from start to finish.

Communicate directly with our team. Send messages, share updates, and coordinate seamlessly without leaving the platform.

Banks, brokers, lawyers, and Clients all work together in one unified space.

Each stakeholder benefits from streamlined access and transparent communication throughout the transaction process.

For Clients. Track your case progress in real-time, access all documents securely, and communicate directly with your legal team. Stay informed every step of the way without constant follow-ups.
For Brokers. Maintain full visibility into your Clients' cases, provide timely updates, and coordinate seamlessly with all parties. Enhance Client satisfaction through transparent communication.
For Banks. Receive real-time updates on case status, verify documents instantly, and streamline the approval process. Reduce back-and-forth communication and accelerate decision-making.
For Lawyers. Manage all cases from one centralized dashboard, share documents efficiently, and collaborate with all stakeholders. Reduce administrative overhead and focus on legal work.

Getting started with the portal is quick and easy. Access your case information in just a few steps.

Access the portal using your secure credentials. Available on both web browser and mobile app for convenience.

View all your active cases at a glance. Each case shows current status, key documents, and recent updates.

Access documents, monitor progress in real-time, and communicate with all parties involved in your transaction.

Our portal is available on both web and mobile platforms, giving you the flexibility to manage your cases from any device.

Full-featured access through any modern web browser. Perfect for desktop use with comprehensive case management tools.

Stay connected on-the-go with our mobile app. Receive notifications, view documents, and track progress from anywhere.

We take data protection seriously. All case information is encrypted and stored securely, ensuring compliance with legal and regulatory requirements.

Encrypted Data Storage. All documents and communications are encrypted both in transit and at rest, ensuring your sensitive information remains secure.
Access Controls. Role-based permissions ensure that each party only accesses the information they need, maintaining confidentiality and compliance.
Audit Trail. Complete activity logs track all actions within the portal, providing transparency and accountability for all stakeholders.