Mortgage-first pipeline stages, AI-prioritized deals, and live opportunity signals — manage your whole book of business from a single dashboard.
Every deal, every stage, every next step — prioritized by AI, not guesswork.
Pre-qual, in-app, submitted, underwriting, CTC, funded — pre-built for real mortgage workflow.
AI ranks deals by urgency, likelihood to close, and next-action ROI.
Rules and AI move deals forward as milestones complete.
Rate drops, equity events, and lead responses appear in the pipeline in real time.
Generic CRM pipelines don't know a mortgage. Pipeline Management is built around origination reality: stages, milestones, and opportunity signals that mean something to a loan officer.
Open the AI-prioritized queue and know exactly which five deals to touch first.
See every deal stuck in UW and the exact next action for each.
Filter funded borrowers with equity events for HELOC outreach.
Yes — the $1 for 14-Day Trial gives you full access to every feature, including Pipeline Management.
No. Onboarding walks you through configuration and the AI is trained on your voice and workflow. If you can use email and SMS, you can use it.
Yes — native integrations with Arive, LendingPad, and Byte, plus Zapier for 5,000+ apps.