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.

Key takeaways

• See updates and milestones instantly so you always know where every deal stands.
  
  
• Upload documents on behalf of clients to eliminate the middleman and provide them with a seamless, hands-off experience (coming soon).
  
  
• Collaborate with full transparency by staying aligned with all parties involved throughout the deal.

See all your deals in one place 

Whether you’re managing a few transactions or juggling a full pipeline, keeping track of each one can be time-consuming. The partner platform makes it easier by bringing all your Waltz deals together in one place. 

Once your client adds you to the transaction, you’ll receive an email invitation to log in and view the deal. From there, you’ll have direct access to real-time updates and key details, all within the platform.

It’s designed to keep transactions running smoothly. You’ll see every party involved, including your dedicated contact at Waltz, so you know exactly who to coordinate with. And because everyone has visibility into the same information, communication becomes faster, clearer, and more efficient from start to finish.

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.
  
  
• Detailed descriptions: Beyond just showing the status, the platform provides a clear description of what’s happening at that stage and who is responsible for each step.
  
  
• 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

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

With our platform, soon you will be able to 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

The best part?

You can even upload documents on behalf of your client, with their consent. This removes the middleman and reduces back-and-forth, creating a smoother experience for your client and keeps the deal moving forward. Here’s how this keeps transactions running efficiently:

• Faster access to essential documents: Documents are immediately available to all relevant parties, reducing delays caused by email chains or missing files.

• Clear visibility: Everyone knows which documents have been uploaded and by whom, making it easier to track progress.

• Hands-off experience: Clients don’t have to chase paperwork, and you can proactively manage their files, making the transaction feel seamless and organized.

Full transparency from start to finish

Effective communication is the most important component of closing any real estate deal. Now you can know where your deals stand every step of the way.

At Waltz, we’re committed to full transparency and clear communication throughout the loan process. Our platform is designed to make this seamless, giving all parties the information and tools they need at every stage. By keeping deals organized, providing real-time visibility, and streamlining collaboration, we empower our partners to move transactions forward efficiently and confidently, enabling deals to close smoothly.

See what it’s like to partner with Waltz.

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