08:00 – 17:00

Monday to Friday

2985 S. Meridian Rd #120

Meridian, ID 83634

801-201-3484

Pipeline Management for Mortgage Professionals

08:00 – 17:00

Monday to Friday

2985 S. Meridian Rd #120

Meridian, ID 83634

801-201-3484

Features

Adding A Loan


  • Add a Loan by Importing a FNMA 3.2 File
  • Add a File by Selecting a FNMA 3.2 File to Upload
  • Or Enter Important Data Manually
add_loan

Pipeline View


pipeline
  • Track Each File With Ease
  • Update Important Dates and Fields With the Click of a Button
  • Rearrange Columns by Clicking Any Heading
  • Files Organized by Status and Color

Column Customizer


  • Select Which Fields to Display in Your Pipeline
  • Organize the Sequence of Fields by Dragging and Dropping
  • Show a Minimum of Five Fields to Dozens
customizer

Details Page


loan_details
  • Quickly Update Any Field
  • Add and View Key Contacts
  • Record Important Notes
  • View All Data At A Glance

Reports


  • View Funded Files by Loan Officer, Previous Month or Many Other Filters
  • Track Denied or Incomplete Files with Ease
  • Choose Fields Displayed and Customize Order of Fields
  • Search Funded Loans by Rate or Program.  Never Miss a Refi Opportunity
reports

Logs


logs_filtered
  • View Recent Changes to Each File by Date, Time, and User
  • Update Log by Status
  • Search Log by Date Range

Notifications Tab


  • Send Key Milestones to Borrowers
  • Milestones are Automatically Sent When a Date is Added in Pipeline
  • Customizable From One Milestone to Over a Dozen
notifications
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