Authenticated embeds unlock secure, user-specific functionality that can’t be offered in public widgets due to security and privacy requirements.

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About Authenticated Embeds

Authenticated embeds provide a ready-made UI alternative to API integration. While our public widgets offer general tools like mortgage calculators and rate displays, authenticated embeds access sensitive data and personalized functionality that requires secure user login—things like client information, lead tracking, and firm-specific workflows. Features:
  • User authentication with role-based access
  • Custom widget combinations
  • Branded experience
  • Public URLs or embedded deployment
  • No development required (alternative to API integration)
We recognize that not every team has the technical resources for Public API integration. That’s why we’re developing embedded versions of our tools—to expand accessibility and support diverse workflows. Have a use case in mind? Contact partnersupport@myperch.io.

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Available Authenticated Embeds

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Lead Management

Our first authenticated embed combining lead submission and review widgets for mortgage professionals. Included widgets:
  • Lead Submission Widget - Submit client referrals
  • Lead Review Widget - Track progress from referral to funding
Learn more about Lead Management →

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Custom Configurations

For most authenticated embeds, we create custom configurations with any widget combination for your workflow. Available widgets: Lead management, mortgage calculators, progress tracking, document upload, custom forms To request: Contact your Perch representative with your requirements

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Need Help?

  • Technical questions: partnersupport@myperch.io
  • Partnership inquiries: Contact your Perch representative
  • Custom embed requests: Reach out to your account manager