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Fyzl GroupPartner Portal
Flip CalculatorLoan calculators

Partner Portal

Sign in with your authorized Google account to access FYZL.

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Manage Users

Only Owners can change organization access.

Pending invitations

Add a user

The user signs in with their Google account. Invitations expire after seven days. No email is sent during V2 validation.

Borrower-facing conditions

Borrower documents

Borrower access

Linked accounts

Verify the exact borrower and application before linking. Matching email addresses never grant access automatically. Borrowers must first sign in at fyzlatmar.com/borrower-portal.

Rate Desk

Planned application

A future workspace for UWM and PennyMac rate workbooks and their pricing workflows.

Development is deferred until after launch. Uploads, pricing calculations and rate quotes are not available here yet.

Fyzl GroupPartner Portal

Find 1003 / MISMO

Find an application by client name, application ID or loan number, including applications outside the pipeline. Only records you are authorized to access appear.

Honesty | Integrity | Diligence

FYZL GROUP

Partner Portal

Fyzl Group
Fyzl GroupPartner Portal · 1003

Application workspace

1003 Editor

Application fields

Documents & export

Exports use the saved application. Review your changes before preparing a document.

Conditions

    No conditions recorded. Add a condition below.

    FYZL1003 document review

    Document Reader

    Read a source document, verify its facts, and update the linked 1003 application.

    Review before import

    Choose the document PDF

    Resume a review

    Reopen a review for this loan. Only your own reviews are shown. Unsaved selections and edits are not retained.

    FYZL GROUP

    Document library

    DocumentStatusSize

    Edit pipeline

    Legacy activity review

    Review one source entry at a time. Names and phone numbers do not establish an automatic match. Linking preserves the original caller, date and wording without changing current lead status or application access.

    Approval tasks

    Create or refresh tasks from reviewed Conditions

    Select the operational follow-ups you want to track. This V2 list does not create Google Tasks or send messages.

    No reviewed approval-letter conditions are available. Read the letter and import reviewed Conditions first.

    Internal task list

    No tasks have been created for this loan.

    AutoEmailCommands

    Saved previews

      Email Manager

      Personal read-only connection. Designated inboxes are managed in Settings.

      Work assigned leads, preserve call history and create linked applications. Email actions are previews only.

      Queue summary

      Counts cover every matching lead you can access, across all pages. Status and assignment categories can overlap.

        SelectClientEmailPhoneContact statusFollow-upDetails

        Choose exact existing IDs. Names and email addresses are never used to assign an application automatically.

        Email preview

        Subject

        Preview only. No email will be sent.

        Fyzl GroupPartner Portal

        Command builder

        Create reusable email previews or unsigned PDF documents. Start with text from an uploaded PDF or DOCX, then review and edit it. Optionally review a separate file notification. Email delivery remains disabled.

        Loan and pipeline template tokens

        Use a token exactly as shown. Loan tokens use canonical linked records. Col tokens use saved pipeline values, which may differ from verified application facts.

          Fields entered when preparing a command

          Use the displayed tokens in the subject, message or filename. Col tokens use saved pipeline values and do not establish verified facts. Each blank line starts a paragraph. Source data is substituted only in a separately reviewed, exact-loan preview.

          Honesty | Integrity | Diligence

          FYZL GROUP

          Partner Portal

          Fyzl Group

          Mortgage payment comparison

            Extracted statement references

              Transaction workspace

              Buyer and seller transactions · Explicit broker review · Email previews only

              Review current facts for the destination

              Recorded V2 movements

                Fyzl GroupPartner Portal

                Platform health

                A read-only view of current organization diagnostics and recorded workflow activity, with guidance for failed or uncertain operations.

                Operation states

                Honesty | Integrity | Diligence

                FYZL GROUP

                Partner Portal

                Fyzl Group

                Test sender connection

                Separate Google consent for the approved Run Client Test.