Three commitments, one risk model
MortgageAgent accommodates accredited investors at three minimum commitments — Starter, Growth, and Accredited. Every tier routes capital through the same loan-grade, AI-scored underwriting dataset the partner desk uses to clear files, so what qualifies as supply is also what qualifies as capital.
Three tiers, escalating with commitment
Each tier builds on the one below it. Pick the minimum commitment that matches your current allocation, then step up when you’re ready for weighted mandates or co-investment windows.
- Access to the platform risk model and AI-scored loan picks
- Onboarding through the vetted partner channel
- Transparent underwriting documents for every funded position
- Annual accreditation renewal tracked through the intake
- Everything in Starter
- Position diversification across multiple active loans
- Quarterly portfolio briefing on fundings and risk model output
- Priority allocation on new partner-channel originations
- Dedicated investor-relations contact for the duration of the cycle
- Everything in Growth
- Full SEC Rule 501 allocation conversations with weighted mandates
- Real-time funded-loan view on the investor ledger
- Co-investment windows on flagship partner-channel originations
- Dedicated capital-program lead running the annual cycle
Fees, allocation mechanics, and the per-position risk-model score are surfaced at the accredited-investor intake so the numbers carry through to the allocation conversation — no separate fee schedule, no smoothed summaries.
Ready to route capital through the risk model?
Tell us which tier you’re targeting and how you qualify under SEC Rule 501. We open an allocation conversation after accreditation is confirmed.