Pipeline tracking
Track in-process loans by stage, lock dates, and milestones. Everyone sees the same source of truth.
Mortgage pipeline operations
Run your loan pipeline with clarity—not scattered tools
My Loan Pipeline brings active loans, partner referrals, compensation follow-up, and production insight into one place—so loan officers, processors, partners, and managers are always looking at the same file.
Invite your team after sign-up. Existing users can sign in from the header.
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 and partner referrals—one platform built for how lenders actually work.
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—without email chaos.
Payroll & compensation
Track payroll and comp against funded and closed loans, with notes on each file—so payouts stay aligned with production.
Analytics & reporting
See production trends, bottlenecks, and team performance—so leaders can coach from real numbers, not gut feel.
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.
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, 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—updated in real time instead of scattered spreadsheets.
Processors
Your assigned files, the officers you support, 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, and review production across the team—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
- Notes and dates on every file
Alerts that match real work
Rate-lock reminders, pre-approval updates, and notifications land with the people handling the loan—not buried in a company-wide blast.
- Turn alerts on or off per office
- Partners are not copied on internal mail
- Daily digests when you want a summary
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
- Reminders and updates that fit how your shop already works
- Built for mortgage lending—not a generic task board
- Branch teams stay separate when you run more than one office
Designed around how mortgage shops actually operate
Clear tables, obvious loan stages, partner referrals, and compensation notes on the same borrower—so your team stops retyping the same story into spreadsheets and email.
Pipeline
Partners
Payroll notes
Analytics
FAQ
Common questions
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.
Ready to modernize your pipeline?
Create an account in minutes. Invite your officers, processors, and partners—everyone starts in the right workspace from day one.