01
Suitability is checked across the market.
Prime, alt-A, private, and reverse paths can be compared before commitment, with the selected product checked for availability and fit.
Use case / Improve compliance
Prove the fit.
Grid helps turn suitability from a last-minute note into a deal record: what the client qualifies for, what was ruled out, what pricing looked like, and why the selected path makes sense.
Better evidence. Fewer loose ends.
Why it improves compliance
The file comes back with the reasoning attached.
Grid makes the mortgage recommendation easier to explain, audit, and defend while the file moves faster.
02
Flat-fee review keeps fit in focus.
Grid's flat fee lets the review focus on fit, pricing, conditions, and client needs, with lender payout differences out of the decision.
03
The record is easier to supervise.
Deal teams can stay attached to every file, giving assistants, underwriters, and co-brokers a common view of what happened and why.
What gets easier to supervise
Verified numbers and client questions stay tied to the file.
The desktop workflow keeps underwriting evidence, locked income, and open client questions in the same deal record.
What gets documented
Pricing, features, exceptions, and lender fit in one place.
Products that qualify
The client can see the full product map: what fits, what falls away, and why.
Trade-offs that matter
Rate, payment, fees, term, LTV, and conditions are easier to compare when they are presented side by side.
A recommendation trail
The broker keeps the relationship and advice, while Grid supplies the structured underwriting evidence behind it.
Clean files close faster
Make suitability easier to prove.
Give your client a clearer answer and give your file a cleaner record before the commitment is signed.