NewCopilot agents are now part of Oritek.See what they automate
The platform

Every commercial deal, from intake to funded.

Oritek replaces the tangle of inboxes, spreadsheets, and lender portals with a single workspace where the whole origination lifecycle lives — and where every deal reads the same way to everyone.

1
Workspace, intake to funded
4
Lifecycle stages, one record
5
Shared status states
Lenders mapped per program
The lifecycle

Four stages. One shared record.

A deal moves left to right, and its state is always visible to the broker, the borrower, and the lenders it's been routed to.

01 · Intake

Capture the deal

Borrower details, financials, and documents arrive through a form, an embedded widget, or the API — validated on the way in so nothing lands half-complete.

02 · Structure

Shape the request

Match the deal to a loan program, build the file, and assemble exactly what each lender needs to return a real answer.

03 · Route

Send to lenders

Your fields map to each lender's format automatically. Submit to several at once and watch responses come back into one place.

04 · Fund

Track to close

Follow every deal to a decision on a shared status trail — no chasing, no wondering where a file stands.

The deal workspace

Every file, one clear view.

Open any deal and see the whole story — borrower, structure, routed lenders, and current status — without stitching together five tools.

  • 01
    One record per deal

    Borrower, documents, and lender responses live together, not in separate threads.

  • 02
    Owners & next steps

    Everyone knows who has the ball and what happens next.

  • 03
    A trail you can trust

    Every status change is recorded, so the history is never in doubt.

Deal · DEAL-4471 · CRE Term
BorrowerNorthgate Holdings
Amount$2,400,000
ProgramCRE Term
LTV68%
Routed to3 lenders
OwnerR. Mercado
StatusAction needed
Updated2h ago
What's inside

Everything the origination desk needs.

Purpose-built for commercial brokers and the platform teams who run them — no generic CRM bolt-ons.

Deal pipeline

Every live deal in one view, with stages, owners, and a status trail everyone can trust.

Program form builder

Design the intake form each loan program needs, field by field — no engineering ticket required.

Per-lender field mapping

Map your fields to each lender's format once. Every submission after that just works.

Lender integrations

Connect lenders, monitor integration health, and add new ones without leaving the app.

Email templates

Brand-consistent invites, resets, and updates with a live preview before anything sends.

API & widget keys

Embed intake anywhere and issue keys with a secure, one-time reveal flow.

Employees & permissions

A clear permission matrix so each teammate sees exactly what their role allows.

Platform analytics

Volume, conversion, and lender performance — measured across the whole book.

Support tickets

Raise and resolve issues in-context, on both the broker and operator sides.

Lender routing

Map once. Route anywhere.

Every lender wants the same deal described differently. Oritek holds one clean version and translates it into each lender's format on the way out.

How routing works
Field mapping · CRE Term · Meridian Cap
Oritek fieldloan_amount
Meridian fieldrequestedAmt
Oritek fieldproperty_type
Meridian fieldcollateral_class
Oritek fieldborrower_fico
Meridian fieldcredit_score
Integrations

Connected to the lenders you already use.

Bring your lender panel into Oritek, or connect anything through the API — new integrations go live without an engineering project.

Shared status system

Everyone reads the deal the same way.

Five clear states run through every deal and every screen. No private colour codes, no ambiguity about where a file stands.

DRAFTIN REVIEWACTION NEEDEDAPPROVEDDECLINED
Platform questions

Good to know.

How long does it take to get set up?+
Most brokerages are live within days — we help configure your loan programs, intake forms, and initial lender mappings during onboarding.
Can we bring our own loan programs?+
Yes. The form builder lets you define the intake fields each program needs, and operators can publish shared programs across the network.
How do borrowers submit deals?+
Through a hosted form, an embedded widget on your own site, or the partner API — all three feed the same validated intake.
Does it work for multi-tenant platforms?+
Absolutely. Operators run every brokerage tenant from a single portal, with data isolated per tenant. See For brokers.
See it live

Watch a real deal move through Oritek.

A 30-minute walkthrough tailored to the programs and lenders your desk works with.