Skip to main content
My Loan Pipeline

Start free

Mortgage pipeline operations

Run your loan pipeline with clarity—not scattered tools

My Loan Pipeline brings active loans, leads, mortgage calculators, VOE, partner referrals, compensation follow-up, and production insight into one place—with role-based views and in-app Help Hub so officers, processors, partners, and managers each see what matters.

Essentials is free. Questions? admin@myloanpipeline.com.

One pipeline

Every loan in a clear, sortable table

Right view

Officers, processors, partners, and managers each get their own workspace

Multi-branch

Grow from one office to many without losing control

Stay ahead

Rate-lock reminders and updates that reach the right person

Capabilities

Everything your mortgage ops team needs

From first application to funded loan—pipeline, VOE, forms, partner referrals, and compensation in one place. Plans below map to Essentials, Team, and Professional tiers as you grow.

Pipeline tracking

Track in-process loans by stage, lock dates, and milestones. Everyone sees the same source of truth.

Pre-approvals & rate locks

Pre-approval tracker and automated rate-lock reminders keep deals moving before they slip.

Partner portal

Referrals, leads, and closed-loan visibility for partners and BDMs—each person only sees what they sent in, without email chaos.

VOE tracking

Request and follow verification of employment on each file—status, notes, and idle reminders so VOEs do not stall in an inbox.

Forms & marketing

Build form templates, collect submissions on a sheet, and queue marketing requests with samples—without chasing attachments over email.

Payroll & compensation

Track payroll and comp against funded and closed loans, with notes on each file—so payouts stay aligned with production.

Analytics & reporting

Production trends, funded stats, and team leaderboards—export pipeline and funded data when you need a spreadsheet.

ARIVE connection

Search ARIVE, prefill new loans, and bring applications into the pipeline. Your LOS stays the system of record.

Audit logs & change history

Org admins can review audit logs across the workspace. Everyone with access to a loan can see that file's change history—who updated what, and when.

Multiple branches

Run one company with several branches. Each team sees its own people and loans—managers still get the big picture when they need it.

What's included

Start free, add team tools as you grow

On every plan

Core pipeline work for a loan officer — including Essentials, free.

  • Active loan pipeline & stage tracking
  • Leads board
  • Pre-approvals & rate-lock reminders
  • Analytics & funded loans
  • Mortgage calculators (BETA)
  • Help Hub
  • Trust Center

Team Plus

Payroll, forms, and partner workflows when you add a roster.

  • VOE workflow
  • Payroll tracking
  • Forms & marketing requests
  • BDM partner portal
  • Sales activity tracker
  • Hire onboarding

Professional

Company-wide reporting and admin for multi-office shops.

  • Multiple branches
  • Custom roles & teams
  • Company links
  • Org-wide reporting

How it works

From invite to funded in one system

01

Invite your team

Send invites to loan officers, processors, partners, and managers. Everyone signs in to a workspace set up for their job.

02

Work the pipeline

Update stages, notes, and key dates in one place. Filter by officer or processor when you need to focus on part of the book.

03

Close with confidence

Funded loans, VOE status, compensation notes, and partner updates stay on the same file—so handoffs do not disappear in email threads.

Who it's for

Built for every seat at the table

Whether you originate, process, refer, or run the office—there is a view built for how you actually work.

Loan officers

Your active loans, your team, and the partners you work with—plus a change history on every file instead of scattered spreadsheets.

Processors

Your assigned files, the officers you support, VOE requests, and funding status in one live pipeline—built for high-volume work.

Partners

See the referrals and leads you sent in, follow them through closing, and check compensation notes—nothing from the rest of the company.

Managers & leaders

Oversee branches, invite users, review production, and open org audit logs—without everyone drowning in the same inbox.

Pipeline that feels like your desk

Sortable tables, clear stages, and quick updates. Lock dates and milestones stay visible so files do not quietly go stale.

  • See loans by stage
  • Filter by officer or processor
  • Change history on every file

Leads that become files

Track pre-application leads on a kanban board, add the fields your shop uses, and promote a lead into the pipeline when it is ready.

  • Kanban board for new, working, and pre-approved
  • Custom fields per shop
  • Promote to pipeline when the file is real

Alerts that match real work

Rate-lock reminders, pre-approval updates, idle VOE alerts, and notifications land with the people handling the loan—not buried in a company-wide blast.

  • Per-user and org email preferences
  • Rate-lock, pre-approval, and idle VOE reminders
  • Partners are not copied on internal mail

Trusted workflows for real lending teams

Officers work their pipeline and team. Processors work their assigned files. Partners follow their referrals. Managers run the office without everyone living in the same crowded inbox.

  • Loan officers, processors, partners, and managers each see what matters to them
  • In-app Help Hub with guides, updates, and how-tos as we ship new features
  • Optional ARIVE connection to search, prefill, and bring applications into the pipeline
  • Org audit logs for admins, and change history on every loan for the people working the file
  • Branch teams stay separate when you run more than one office

Read more in our Trust Center.

Built for mortgage shops

Designed around how mortgage shops actually operate

Clear tables, obvious loan stages, partner referrals, VOE, forms, and compensation notes on the same borrower—so your team stops retyping the same story into spreadsheets and email.

  • Pipeline-first

    Stages, lock dates, and notes on every file—not a generic task board.

  • Help Hub

    Guides and how-tos in-app as we ship—no digging through old email threads.

  • Role-based access

    Officers, processors, partners, and managers each see their own book.

  • Trust Center

    Security practices, subprocessors, and how to make a privacy request.

Early access — actively shipping improvements

Pricing

Start free, grow with your team

Essentials is free. Team Plus is $15/user/mo with a 14-day in-app trial — no credit card until you subscribe. Professional is $25/user/mo. Yearly billing knocks two months off.

Essentials

Free

For a solo loan officer running their own pipeline

Free

Start free — no credit card

  • Active loan pipeline & stage tracking
  • Pre-approval / in-process tracker & leads
  • Mortgage calculators (BETA)
  • Personal links
  • Personal analytics & funded loans
  • Rate lock & contingency reminder emails
  • In-app notifications & Help Hub
  • One default branch

Team Plus

Recommended

Essentials plus payroll, forms, team tools, and BDM referrals — solo or with a roster

$15/user/mo

14-day in-app trial — no credit card until you subscribe

  • Everything in Essentials
  • Leaderboards
  • Operational health
  • Payroll tracking & VOE workflow
  • Forms & submission sheets
  • Marketing request queue
  • BDM portal & referral pipeline
  • Invite & manage loan officers, processors & assistants
  • Per-user route overrides & org email automations
  • Customize email templates (payroll, marketing, VOE, and more)
  • LO–processor pairings
  • One default branch (Professional adds multiple offices)

Professional

Multi-branch organizations with company-wide reporting and advanced admin

$25/user/mo
  • Everything in Team Plus
  • Team-wide analytics
  • Company links & shared resources
  • Team AI guidelines hub
  • Custom roles, teams & org-wide route templates
  • Multiple branches & branch admin controls
  • Org-wide seat billing management
  • Choose which pages appear in the sidebar

Essentials is free. Team Plus and Professional are billed per active user, monthly or yearly.

FAQ

Common questions

Is this in beta or early access?
My Loan Pipeline is in early access with teams running real pipelines. Core workflows—pipeline, funded loans, partners, VOE, forms, and roles—are stable, but we ship improvements often and you may hit rough edges. Early teams get priority fixes; reach us at admin@myloanpipeline.com or through Help Hub after sign-up.
Is there a free trial?
Essentials is free. Essentials is free. Team Plus is $15/user/mo with a 14-day in-app trial — no credit card until you subscribe. Professional is $25/user/mo. Yearly billing knocks two months off.
How do invites and roles work?
After sign-up, an org admin on Team Plus or Professional invites users by email and assigns a built-in role—loan officer, processor, assistant, partner, and others. Each role opens a scoped workspace. Professional adds custom roles, teams, and org-wide route templates.
Do you integrate with our LOS?
ARIVE shops can connect to search files, prefill new loans, and bring applications into the pipeline. My Loan Pipeline remains the operations layer for stages, dates, partners, VOE, and compensation alongside your LOS. Other loan origination systems are not connected yet. Pipeline and funded views support CSV export when you need data elsewhere.
Where is our data stored? Is it secure?
Your organization's data is hosted in secure cloud infrastructure and scoped by role and tenant—users only access loans and resources their role allows. Org admins can review audit logs; anyone on a loan can see that file's change history. See our Privacy Policy and Trust Center for details on collection, retention, and subprocessors.
What support do we get?
Early-access teams can use in-app Help Hub for guides and product updates, and email admin@myloanpipeline.com for account or billing questions. We prioritize feedback from founding teams while the product is actively evolving.
Can we export our data?
Yes. Pipeline and funded views include CSV export with your active filters and selectable columns—useful for reporting, backups, or moving data to other tools.
What if we outgrow our plan?
Start on Essentials (free) as a loan officer — pipeline, leads, funded loans, and calculators. Move to Team Plus ($15/user/mo) for payroll, forms, marketing, and a roster. Subscribe to Professional ($25/user/mo) when you need company-wide analytics, custom roles, teams, and multiple branches. Yearly billing knocks two months off paid plans.
Is My Loan Pipeline only for large lenders?
No. A single branch can use it today, and you can add more offices as you grow. You decide who joins and what they can open.
Do partners see our full company pipeline?
No. Partners only see borrowers they referred or leads they submitted. Company-wide production reports and internal payroll stay on your side.
Do you run payroll inside the product?
No—we help you track compensation and payout status on closed loans and add notes. Paychecks and ACH still happen in your payroll process.
Can we bring in our current loan officers and processors?
Yes. Invite your roster by email. Each person sees their own book and anyone they are assigned to work with.

Early access — actively shipping improvements

Ready to modernize your pipeline?

Create an account in minutes. Start on Essentials, then add Team Plus or Professional when you want payroll, partners, and company-wide reporting. Founding teams help shape what we ship next.

Questions before you sign up? admin@myloanpipeline.com