The Process

How mortly Works

A transparent, privacy-first process that puts borrowers in control and helps brokers find qualified clients.

For Borrowers

Your Journey to the Right Broker

1

Create Your Anonymous Request

Tell us about your mortgage needs — property type, budget, timeline, and preferences. No personal information required. Your request goes live within minutes.

2

Brokers Express Interest

Licensed, verified brokers in your area review your request. Interested brokers send you their introduction, including their experience, approach, and how they can help.

3

Compare & Choose

Review broker profiles, ratings, and introductions side by side. Take your time — there is no pressure or commitment at any stage.

4

Connect on Your Terms

When you find the right broker, choose to share your contact information. Start your mortgage journey with a broker you have already vetted.

5

Choose to Connect

When you find a broker you like, choose to share your contact information. This is the only point at which your identity is revealed — and only to the broker you select.

6

Work with Your Broker

Move forward with confidence. After connecting, your broker guides you through the mortgage process. Leave a review to help future borrowers.

For Brokers

How Brokers Connect with Clients

1

Create Your Profile

Set up your professional profile showcasing your experience, specialties, areas served, and client reviews. A strong profile helps you stand out.

2

Browse Qualified Requests

View anonymous mortgage requests from borrowers in your area. Filter by property type, budget range, timeline, and more to find ideal matches.

3

Send Your Introduction

Express interest by sending a personalized introduction. Explain your experience, approach, and how you can help with their specific situation.

4

Connect & Close

When a borrower selects you, they share their contact information. Begin your professional relationship with a warm, qualified lead.

5

Get Connected

If the borrower chooses you, contact information is exchanged and you can begin the consultation process directly.

Common Questions

Frequently Asked Questions

Is mortly really free for borrowers?

Yes, completely free. Borrowers never pay anything to use mortly Our platform is funded by broker subscriptions.

How is my privacy protected?

Your personal information is never shared until you explicitly choose to connect with a broker. All requests are fully anonymous — brokers only see your mortgage requirements.

What if I don't like any of the brokers?

No problem at all. There is zero obligation to connect with any broker. You can close your request at any time with no consequences.

How are brokers verified?

Every broker on mortly must hold a valid mortgage broker license. We verify credentials, check references, and monitor ongoing performance and reviews.

Can I receive multiple broker responses?

Absolutely. In fact, that is the core value of mortly Multiple qualified brokers can express interest in your request, giving you the power to compare and choose the best fit.

What if I change my mind?

You can withdraw your request or decline any broker at any time. There is no commitment or obligation at any stage of the process.

Ready to Get Started?

Submit your anonymous request in minutes — it is completely free for borrowers.

Submit Your RequestJoin as a Broker