Insurance partners for mortgage lenders
Steadily provides insurance solutions for mortgage lenders, giving borrowers instant landlord insurance quotes through co-branded affiliate links, embeddable quoting APIs, a lender-initiated funnel, and a self-serve portal where lenders access policy documents, payments, and mortgagee clause changes.
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How Steadily handles insurance for mortgage lenders
Send borrowers a co-branded estimate link
When a borrower needs landlord insurance to close on an investment property, send them your Steadily co-branded affiliate link. They land on a quote experience that already matches your lender requirements: coverage minimums, mortgagee clauses, deductible caps, and any other underwriting standards your loan program needs. No back-and-forth on coverage details, no separate calls to figure out what the policy needs to look like.
Borrowers can compare options, ask a licensed agent questions, and bind a policy in under 10 minutes. The mortgagee clause for your institution is added automatically before the policy binds, so the closing package has everything it needs without follow-up.
Or... start the process for them
Some borrowers won't act on a link in their inbox until they're already past the urgency of close. The lender-initiated funnel solves that.
Your loan officers can enter a borrower's property details and generate an estimate on their behalf, including dwelling coverage, liability limits, and policy term. The borrower receives the prefilled quote, picks up where the loan officer left off, and binds when they're ready. Loan officers can generate an estimate in minutes, instead of chasing borrowers for paperwork weeks later.
Track everything post-bind
The lender portal gives your team self-serve access to every policy bound through your link or funnel. Common requests that used to require an 800 number call now happen directly in the portal:
- Policy declarations pages and binders
- Payment status, including next-due-date and lapse alerts
- Mortgagee clause updates and changes
- Loss payee additions and certificate-of-insurance generation
Plug in the API when ready
Most lenders get started without any technical onboarding. The affiliate link, lender-initiated funnel, and portal access work on day one with no integration work required from your team.
For teams that want insurance data inside their loan origination system or closing platform, Steadily offers flexible APIs that work with your loan pipeline. The integration can range from a basic referral hand-off to deeper embedding inside your closing checklist, depending on what your operations team needs.
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Why lenders use Steadily
Quotes that match your requirements on the first try
Every quote generated through your affiliate link or lender funnel is built to your coverage specs. Borrowers aren’t shopping blind and coming back with a policy you can’t accept.
Close on schedule, not on the insurance company’s timeline
Borrowers get bindable quotes in under 60 seconds. No more deals stalling because someone’s waiting on an insurance agent to call back.
Self-serve portal for everything post-bind
Dec pages, payment confirmations, mortgagee clause updates — your team pulls what they need when they need it, without opening a support ticket or sitting on hold.
Why Temple View Capital partnered with Steadily
Frequently Asked Questions
How does this help us avoid force-placed insurance?
When borrowers bind coverage through Steadily before closing, there's no gap that would trigger lender-placed insurance. The affiliate link and lender funnel are designed to make it easier for borrowers to get covered on the first ask, reducing the percentage of loans that end up force-placed.
Does Steadily integrate with loan origination systems?
Yes. The API is built to plug into LOS platforms so insurance quoting, policy status, and document retrieval can happen inside your existing closing workflow.
What can I access through the lender portal?
The portal gives your team self-serve access to policy declarations pages, payment status, mortgagee clause details, and the ability to request changes, all without calling support.
How fast can a borrower get a policy?
Borrowers can receive a bindable quote in under 60 seconds and have a policy issued the same day in most cases. No multi-day waiting period.
What coverage requirements can be matched on quotes?
Every quote generated through your affiliate link or lender funnel can be configured to match your minimum dwelling coverage, liability limits, and mortgagee clause requirements. Borrowers see compliant options from the start.
Ready to become a
Steadily partner?
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