Loan Officer Experience

You see exactly where every loan is. In real time.

Our state-of-the-art, proprietary software was designed with the loan officer in mind for total transparency. You will be able to see what was done and when. Additionally, you will be able to see what is needed to move to the next step.

Pipeline overview
Smith, John · #4421CTC
Garcia, Maria · #4419Submitted
Lee, Jaewoo · #4417Conditions
Volkov, Anya · #4414Disclosed
Park, Min · #4410Funded
Nguyen, Linh · #4408Appraisal
Patel, Raj · #4405Closed
The Pipeline overview

A quick glance shows where your loan is in the process.

One unified view across your entire pipeline — current status, next step, and what's needed to keep things moving.

The Conditions page

Every condition. Received, cleared, outstanding.

The Conditions page gives you a quick glance at how many items are still needed for the CTC — as well as the detailed conditions and notes of what is received, cleared, and still outstanding.

Conditions · CTC tracker
VOE — current employerCleared
Updated 2-month bank stmtsCleared
Most recent paystub (30 days)Cleared
HOI declaration pageOutstanding
Title commitment updateOutstanding
Letter of explanation — inquiryOutstanding
CD signed (TRID 3-day)Due 5/22
Essentials · lock + appraisal + TRID
Rate locked4.875% / 30-fixed
Lock expires6/14/2026
Appraisal ordered5/12/2026
Appraisal scheduled5/18/2026
Appraisal due5/22/2026
Initial CD issued5/19/2026
CD signing target5/22/2026
Closing target5/24/2026
The Essentials page

Lock info. Appraisal dates. TRID timing. All in one place.

Real-time access to your lock information, vital appraisal information (ordering, scheduling, due dates) and TRID disclosure information on issuance, due and signing dates.

The point

Spend less time worrying about your file. Spend more time originating.

Multiple, yet simply displayed screens are designed so you can spend less time worrying about if your file is being worked on — and more time originating more loans.

Get the LO experience
Get in touch

Ready to see your pipeline differently?

Talk to Tom directly about getting on the LO experience.

Email Tom directly Call 714-921-8820