When a lender changes an offer or asks for a new stipulation, how long does it actually take your team to see it? For a lot of brokers, that still means checking a portal, scanning an inbox, or waiting on a phone call before the deal reflects reality.
Kapitus V2, the current version of the Kapitus integration inside CS Broker, is built around closing that gap..
What Changed With Kapitus V2
The core shift is how information travels between Kapitus and CS Broker. The older integration worked by asking. On a set schedule, it checked in with Kapitus to see whether anything had changed, which meant your team’s view of a deal was only ever as fresh as the last check.
Kapitus V2 works the other way around. Instead of CS Broker asking, Kapitus tells it. The moment something changes on a deal, Kapitus pushes the update out and CS Broker picks it up as it arrives. There is no scheduled check to wait on. Application status, offers, decline reasons and stipulation requests all reach your team as Kapitus issues them.
Kapitus V2 also gives brokers more room to work a submission after it has already gone out. If Kapitus comes back needing a correction or an extra detail, brokers can update the application and send the change to Kapitus without starting over. Supporting documents, whether they were part of the original submission or gathered afterward, get added to that same file.
A Deal Record That Keeps Up With the Lender
Once an application is in with Kapitus, CS Broker is where your team tracks it. Status changes and decline reasoning show up on the deal directly, so brokers know where things stand without pinging anyone or logging into a separate system. When Kapitus comes back with more than one pricing option, brokers can compare the choices side by side and pick the one that actually fits the borrower. Amount, term, commission and fees are all there to weigh in one place, and the selection goes back to Kapitus exactly as the broker made it.
Stipulations follow the same pattern. Requests from Kapitus, whether it is the first ask on a deal or a follow-up further into underwriting, land alongside the rest of the file, so nothing gets tracked separately in someone’s inbox. Kapitus asks for documents at different points in the process, and CS Broker sends each one to the right place without your rep having to think about it.
Nothing You Have Already Built Goes Away
Moving to Kapitus V2 is not a fresh start with the lender. It is the same Kapitus relationship, working better. Your Kapitus account inside CS Broker stays the same account. Every submission your team has already sent stays right where it is, so when someone needs to look up what happened on a deal from last quarter, it is still there.
Upgrade Guidance
Kapitus V2 brings all of this into the CS Broker workflow your team already uses, with your lender account and full submission history intact. Your Cloudsquare team handles the setup, from installing the package to connecting the update feed, so the integration is ready to work the moment it goes live.
FAQs
Q1: What is Kapitus V2?
Kapitus V2 is the current version of the Kapitus integration inside CS Broker. It keeps application status, offers and stipulations current as they change on Kapitus’s side, and lets brokers manage documents, offers and stipulations without leaving CS Broker.
Q2: How quickly do updates from Kapitus show up for my team?
As they happen. Kapitus sends each update, whether it is a status change, a new offer or a stipulation request, at the moment it occurs, and CS Broker records it right away. Nobody is waiting on a scheduled refresh or checking a portal to find out where a deal stands.
Q3: Can brokers update an application after it’s already been submitted to Kapitus?
Yes. If Kapitus needs a correction or additional information, brokers can update the application and send the change, along with any new supporting documents, without creating a new record.
Q4: What happens to our existing Kapitus submissions and history?
They stay put. Kapitus V2 uses the same Kapitus lender account your team already works with, and every submission sent before the move remains in CS Broker exactly as it was.
Q5: Who can use the Kapitus integration inside CS Broker?
Any broker partnered with Kapitus who wants to manage submissions, offers, documents, and stipulations for that lender relationship inside CS Broker.
