Waltz’s Partners Platform: Your Gateway to Transparent Transactions with Foreign Nationals

Imagine a closing process where every step is fully visible and streamlined.

Now, it’s here. We’re excited to announce the early release of Waltz’s groundbreaking Partners Platform. This innovative solution is designed to provide full visibility into the entire transaction lifecycle for partners who bring clients to Waltz. 

With our Partners Platform, mortgage brokers, real estate agents, turnkey providers, and developers can experience the ins-and-outs of a transaction like never before. You’ll get seamless collaboration and real-time updates to ensure that every step of the process is crystal clear. Let’s explore the key components of our Partners Platform.

See all your deals in one place

Whether you’re managing a handful of deals or juggling dozens, keeping track of everything can be a tedious process. When you send a client to and partner with Waltz on a deal, it gets uploaded and synced to our platform– all you have to do is opt-in and you can see it for yourself.

Track loan progress

At any given time, how many email threads do you have to follow to know the status of a deal?

We’ve created a comprehensive loan tracker to avoid this. Within our Partners Platform, updates made by one party are visible to everyone involved in the transaction. If your client or Waltz uploads new documentation or a milestone has been met, you have complete visibility. In addition, here are a few other features that make tracking easier:

• Statuses: Always know where the deal stands. The platform shows real-time updates on whether key milestones are scheduled or completed, so you’re always working with the most current information.
  
  
• Key dates: Stay on top of critical dates such as the appraisal and closing.
  
  
• Email updates: Receive email updates on the loan’s progress, so you’re always aware of any changes or developments. 
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• Continued support: Need help or have a question? Simply fill out a form to share your feedback or inquire about specific issues. 

These features help you stay on top of the loan process, make informed decisions, and ensure timely communication, all while minimizing the back-and-forth that often slows down transactions.

Upload documents securely

Another major benefit of using Waltz  Partners Platform is the ability to upload documents securely. When working with sensitive information such as financial records, personal details, and legal agreements—security is a top priority.

With our platform, you can upload documents directly into a secure, centralized space. Plus, any document you upload is automatically shared with the relevant parties involved in the deal. This ensures that everyone has immediate access to the most up-to-date files without the guesswork.

Join us and improve your lending experience

Effective communication is the most important component of closing any real estate deal.

At Waltz, we’re committed to providing full-transparency and clear communication throughout the loan process. Our inclusive approach aims to ensure that all parties have what they need at all times!

We pride ourselves on giving our partners everything needed to ensure that deals close smoothly. That means being open to suggestions from our partners, so that we’re able to continue to improve the platform, add key features, and level-up your overall experience working with Waltz.

Want to help us improve? 

Get full-access to the Partners Platform by reaching out to hello-product@getwaltz.com, we’d love your feedback.