The BIG Agent
Keep your agents inside your brand.
A co-branded portal for your real-estate partners: track every step of the deal, generate marketing, run open-house check-ins, create listings and issue pre-approvals — with your guardrails. In beta, included with BIG POS.
What is Big Agent?
The BIG Agent is a real-estate partner portal from Mortgage Automation Technologies that keeps agents inside the lender’s brand — live milestone tracking, marketing generation, QR open-house check-in, listings and guarded pre-approvals, synced to Encompass through BIG POS. Included with BIG POS during beta.
Product features
Track every step
Agents see live milestone status on every shared deal — no more “where are we?” calls to the LO.
- Milestones from the Encompass file
- Conditions and status, read-only
- Automatic partner notifications
Generate marketing
Branded flyers, listing pages and co-marketing materials generated on the agent’s own data — compliant and on your brand.
- Co-branded flyers and listing pages
- Buyer and seller consultations
- Landing pages per agent
Open-house check-in
QR-based check-in captures every visitor and feeds them into your pipeline — TCPA opt-ins built in, LO notified instantly.
- QR at the door
- TCPA-compliant opt-ins
- Instant LO notification
Guarded pre-approvals
Agents generate pre-approvals within limits your lending team sets per agent or office — speed without losing control.
- Limits per agent or office
- Every letter logged
- Flows into the BIG POS pipeline
Built for everyone in the transaction
Agent benefits
- Know where every deal is without calling
- Marketing that looks like it cost money
- Pre-approvals at the open house
- One portal for the whole partnership
Borrower benefits
- Agent and lender working from the same file
- Faster pre-approvals, fewer surprises
- Consistent updates from both sides
Lender benefits
- Agents stay loyal to whoever gives them speed and transparency
- Every open-house visitor becomes a tracked lead
- Guardrails you set, audit trail you keep
- Included with BIG POS during beta
Beta pricing
Simple while we build it with you.
Included with BIG POS
Every partner-portal feature, free for BIG POS customers throughout the beta.
Join the betaBase stays included
The base version remains included with BIG POS. The full platform runs a $1,000/month platform access fee plus $1.00 per lead generated.
What our customers say
Frequently asked questions
What is The BIG Agent?
How much does Big Agent cost?
Will Big Agent include AI?
The custom demo environment
This page is the brochure. The product is inside the demo.
demo.thebigpos.com is a self-learning video directory of the whole platform — every system function, walked through on camera and organized by role, so you can learn it all at your own pace.
- Every function on videothe full system, screen by screen, self-guided
- Role-based learning pathsloan officer, borrower, real-estate partner, admin
- Live pricing toolsquote builder with your volume, product bundles, costs
- Briefs, papers & testimonialswhite papers and client-approved reviews
This is what you’ll log into — every function on video.
How access works: request a code → we email your access code → you’re in.
Request your access code Or schedule a live demoCodes are approved by a person — usually same business day.
White paper
The BIG Agent Brief
The real-estate partner portal: milestone tracking, marketing generation, open-house check-in, guarded pre-approvals — and the BIG AI roadmap.
We email a private download link — the paper itself is never posted publicly.