See Where Every Dollar Sits. Right Now.
Visual pipeline management built around the mortgage loan lifecycle. Drag deals across stages, track dollar values in real time, and never lose a deal in the cracks.
Why Loan Officers Love This
Kanban Board
Drag-and-drop pipeline with real-time dollar values per stage. Color-coded alerts surface problems before they cost you money.
Deal Management
Full deal tracking from lead to funding. Custom stages that match your actual lending process — not a generic sales funnel.
Mortgage-Specific Fields
LTV, DTI, loan program, rate lock date, application date — all built-in. Track what matters without building custom fields.
Custom Deal Stages
Pre-qualification, application, processing, underwriting, CTC, closing, post-close. Stages that match how mortgages actually work.
How Loan Officers Use This
Monday Pipeline Review
Open your pipeline and instantly see $2.3M in pre-approval, $1.8M in processing, and $900K ready to close this week. No spreadsheets. No guessing.
Stalled Deal Detection
A deal has been in 'Processing' for 18 days with no activity. The pipeline flags it orange. Click in, see the missing condition, and fix it before it expires.
Team Pipeline Visibility
Branch managers see every LO's pipeline in one view. Sort by stage, value, or age. Identify which deals need attention before your weekly standup.
Ready to See It in Action?
Book a personalized demo and we'll show you exactly how this works with your pipeline.
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