Mortgage tech for the modern lender
One platform for TPO.
Compliance, CRM, and the data that powers both.
One system for onboarding, licensing, partner relationships, and production intelligence — pre-loaded with the highest-quality market data in wholesale mortgage. Surge brings everything your team needs into a single platform, ready to go from day one.
How Surge Works
The Intelligence Stack
Surge starts with the compliance infrastructure you're already required to have and turns it into something that drives revenue. Clean data in, actionable intelligence out.
Compliance Foundation
Built-In Compliance, Not Bolted On
Surge manages the full lifecycle of your TPO relationships — onboarding, licensing verification, contract management, ongoing monitoring, and audit-ready reporting. Everything lives in one place, which means no parallel systems, no manual syncing, and no data going stale between platforms.
What it replaces: Comergence and the spreadsheets holding everything together.
Operational Intelligence
Your Broker Data Can Do More Than Satisfy an Audit
Once your broker data is clean, current, and centralized, it starts doing something useful. Surge surfaces signals from across your TPO network: which brokers are active, which are pulling back, which channels are growing, and where the opportunity is sitting idle.
What it enables: broker retention, AE prioritization, channel visibility across the full network.
Why Surge
Stop entering data. Start using it.
Surge puts compliance, sales, and marketing on the same data layer — so your team gets answers about their broker network from one place, instantly.
The Status Quo
- × BYOD: bring your own data. Your CRM is empty until you fill it yourself.
- × Compliance in one system, CRM in another. AEs can't see broker status without switching tools.
- × Rate sheets sent via workaround tools. 5,000 email/day limits force manual processes outside the platform.
- × Territory management is tribal knowledge. No system of record for who owns what account or why.
- × Partner engagement is unmeasured. No visibility into which brokers are active, at risk, or disengaged.
- × Vendor sprawl adds cost and complexity. 3-4 point solutions with separate contracts, logins, and data.
With Surge
- ✓ High-quality market data, built in. Actionable intelligence from day one.
- ✓ Compliance data is live in your CRM. AEs see broker status, renewals, and risk with no tab switching.
- ✓ Marketing at scale, built in. Rate sheets, onboarding journeys, and re-engagement from the same platform.
- ✓ Territory management is automated. 8 configurable protection windows, quotas, and full audit trail.
- ✓ Engagement intelligence feeds your team. Know who opened, clicked, submitted, and who went quiet.
- ✓ One platform replaces the stack. Sales, Compliance, Portal, and Marketing in a single system.
“Surge has helped us go from entering data to actually using it.”
— Pavle Lozevski, V.I.P. Mortgage, Inc.
Who It's For
Different roles. Different problems.
One platform.
Sales
The Trap
AEs are on the activity treadmill. 50 calls a day to brokers who haven't funded in 18 months.
Surge Solves
Full broker network visibility, lead scoring from NMLS data, and job change alerts when high-producing MLOs move. AEs spend less time managing data and more time acting on it.
Risk
The Trap
Due diligence is in a separate system. Audit trails are fragmented. Regulatory risk lives in the gaps between tools.
Surge Solves
Continuous licensing monitoring, automated renewals, and audit-ready documentation. Zero failed audits across the customer base.
Marketing
The Trap
Sending rate sheets through workarounds. No engagement data. Marketing is an afterthought, not a growth driver.
Surge Solves
Targeted campaigns built on actual broker behavior. Rate sheets, drip programs, and onboarding communications sent directly from partner records.
Technology
The Trap
Paying for 3–4 vendor tools that don't talk to each other. No single view of partner economics or platform ROI.
Surge Solves
One contract, one platform, one dataset. Predictable cost structure that scales with your business, not your vendor count.
Connected to the tools your team already uses.
Customer Results
Trusted by lenders consistently ranked in the top 25*
managing over 10,000 active broker relationships
Ready to See Surge in Action?
See how lenders like yours replaced three tools with one.