The Platform
One Platform. No Blind Spots.
Surge puts compliance, sales, and marketing on a single platform — so your broker data drives decisions across the business. Compliance stays current, AEs see what matters, and every team works from the same source of truth.
Compliance + Sales
Broker status, renewals, and risk visible to every AE
Assignments & territories
8 configurable protection windows with full audit trail
Market intelligence
NMLS data, competitor visibility, and MLO tracking built in
What's Inside
Partner 360
Two products. One platform.
Partner 360 Sales
Grow your broker network, not your headcount
- • Live NMLS data feed covering 23,000+ brokers and 2,500+ correspondents, updated daily
- • Loan officer-level production data, licensing status, branch hierarchy, and wallet share visibility across your entire network
- • MLO tracking reports showing when high-producing loan officers change companies, giving your team a timely window to engage
- • Automatic lead assignment based on territory, licensing, and capacity -- with 8 configurable protection windows, quota tracking, and full audit trail
- • Google Workspace and Outlook integration for auto-logging calls, emails, and calendar events to partner records
- • Bulk email campaigns and rate sheet distribution sent directly from partner records
- • Competitor Mode: see where your prospects are sending loans today, by product, region, and channel
- • Broker performance and competitive visibility by AE, team, or company-wide
Partner 360 Alliance
Compliance that runs itself
- • Branded broker application portal with configurable questionnaires, e-sign, and document uploads
- • Multi-channel onboarding support: wholesale, mini-correspondent, non-delegated, and delegated correspondent
- • Automated approval workflows with conditions, policy exception tracking, and audit-ready evidence
- • Continuous licensing monitoring -- credential lapses and regulatory flags surface automatically
- • Ongoing renewal automation with structured documentation across all active partners
- • Encompass/TPO Connect integration for partner provisioning
- • Zero failed audits across the customer base
Replace Comergence
Why Lenders Switch
Surge manages your entire broker network and turns it into a competitive advantage — not just an approval checklist.
| Feature | Comergence | Surge |
|---|---|---|
| Platform architecture | Standalone compliance portal, separate from your CRM | Native Salesforce app — compliance, CRM, and data in one place |
| Broker portal | Fixed, non-customizable; fees charged per invitation | White-label, fully configurable; lenders pay only for active partners |
| Sales enablement | No CRM or sales workspace; AEs work in separate systems | Unified AE workspace with pipeline, partner health, and market intelligence |
| Onboarding automation | Document collection and status tracking | Full workflow automation — approvals, conditions, checklists, and audit trail |
| Market intelligence | None | Live NMLS data, wallet share analysis, competitor visibility, MLO job change alerts |
| Integration | Proprietary, bespoke integrations at added cost | Open APIs, native Salesforce connectivity, direct LOS provisioning |
| Data ownership | Data sits in Comergence's system | Data lives in your Salesforce org — you own it |
| Pricing model | Fees scale with invitations — a tax on broker growth | Fees scale with active partners — aligned with your success |
See Surge in Action
Schedule a 30-minute demo with our team. No SDR qualification — you'll talk directly with someone who knows the platform.