Deal Pipeline
Status reconciliation & live deal pipeline · Click a row to open the file
Active loans
24
↑ 3 this week
Underwriting
8
Avg 4.2 days
Closing this month
11
$6.2M volume
Conditions pending
37
9 overdue
| Borrower | Address | Loan # | Type | Amount | Stage | Conditions | LO | Processor | Close | Progress | Contact |
|---|
Prospects
Everyone before Application — leads, prospects, pitched, pre-qual & pre-approved (filter with the chips). Your full contact list lives in Phone & Contacts.
Prospects — pre-Application pipeline
Everything before Application — Lead → Prospect → Pitched → Pre-Qual → Pre-Approved. Use the chips to focus (e.g. Prospect + Pitched = JD Sales-Coach stages). When a prospect starts an Application they move to the Loan Pipeline automatically.
Sample prospects are labeled (Sample). This view filters live on stage — any real record whose stage is before Application appears here with no extra setup. Convert → Start Application opens the real New-loan flow.
| Prospect | Stage | Interest | Est. amount | Source | Loan Officer | Last touch | Actions |
|---|
Contacts
Loading contacts…
| Name | Phone | Loan | LO | Type | Last contact | Actions |
|---|
Bulk Import Contacts
Step 1 — Upload a CSV or paste data
Download CSV template
Columns: Name, Phone, Email, Type, LO
📁
Drop CSV file here or click to browse
Accepts .csv files · max 5,000 contacts
— or paste CSV data directly —
Quote & Proposal Builder
Invoice-quality proposals · Side-by-side comparison · Plain English — anyone can understand it
📋 Client & loan details
Fill in to generate instant proposal
CLIENT
LOAN PARAMETERS
PROPERTY & AMOUNTS
INCOME & DEBTS
HOUSING COSTS
⚖ Side-by-side comparison
Up to 3 options — printed as one clean proposal
Option A
Option B
Option C (optional)
📄
Build a client proposal
Fill in client details on the left — we'll generate a clean, professional proposal your client will actually understand.
Scenario Builder
Deep qualification analysis — DSCR, DTI, lender match
👤 Borrower Profile
💰 Loan Details
🏘 DSCR Calculator
Investment property qualifier
Pulse Review
What needs you today — conditions, drafts & next steps (Nicole)
Loan Origination System
Processing → Loan Origination System · command center, AI triage & outreach
Pulse AUS Desktop · Revive Capital · NMLS #2372330 · rules engine build 2026.07.25 · DU 12.1 / LPA v6.1 message structure
Tasks & Deadlines
Overdue
Pay stubs — Sample (LN-2038)
Due May 18 · 4 days overdue
Overdue
Due this week
Follow up: HOI binder — Sample
Due May 25 · Chen
AI Email Campaigns
Sent
14
Avg open rate
48%
Reply rate
12%
Loans generated
3
Rate drop alert — May 2026
SentMay 20 · 142 recipients · AI-generated
Opens: 52%Replies: 18Loans: 2
First-time buyer nurture — 5 emails
SentMay 15 · 89 recipients
Opens: 44%Replies: 7
Conditions follow-up — stalled borrowers
ScheduledScheduled May 24 · 12 recipients
Pulse Property
Public records & free property data resources
Ticor, Chicago Title, and TitlePro247 do not offer free public APIs. Use the free resources below to look up property records, ownership, liens, and title history.
🏠 TitlePro247 — Ticor Property Data Saved Login
Open ticorpropertydata.com with your saved credentials ready
Address to search (optional)
🔍 Quick Property Lookup
Enter an address to search public records directly
Opens in a new tab with the address pre-filled where supported
📋 Free Property Data Sources
No API key required
🏛 NETRONLINE — Public Records Directory
Every county in all 50 states · always free
🗂
publicrecords.netronline.com
Instant links to every county assessor, recorder & tax office in the US — pick your state, pick your county, done
✓ All 50 states
✓ 3,000+ counties
✓ Assessor & recorder
✓ Property tax records
✓ Deeds & liens
✓ No login required
How to use: Select your state → select the county → click the direct link to that county's official portal.
Mortgage Calculator
🏠 Loan Parameters
Payment Breakdown
Enter values to calculate
Lender Matrix
🏦
Admin & Manager access only
Enter PIN to unlock proprietary guidelines
Rates & Market
Updated May 22, 2026US Mortgage Rates
6.82%
30-year fixed
↑ +0.04% wk
6.14%
15-year fixed
↓ −0.02% wk
6.91%
FHA 30-year
↓ −0.01% wk
6.22%
VA 30-year
↓ −0.03% wk
7.18%
Jumbo 30-year
↑ +0.05% wk
7.65%
DSCR 30-year
↑ +0.08% wk
Competitor comparison
| Lender | 30yr | 15yr | FHA | VA | Notes |
|---|---|---|---|---|---|
| Revive Capital (us) | 6.75% | 6.10% | 6.85% | 6.22% | No lender fees |
| Rocket | 6.88% | 6.20% | 6.99% | 6.38% | 1% origination |
| UWM | 6.79% | 6.15% | 6.91% | 6.28% | Broker only |
| Wells Fargo | 6.92% | 6.28% | 7.05% | 6.44% | Rel. discount |
Mortgage News Feed
Live · Updated continuously
Fed2 hrs ago · Bloomberg
Fed signals rate pause through Q3 as inflation softens
May CPI at 2.8%, below expectations. Analysts expect modest downward pressure on 10-yr yields.
Housing4 hrs ago · HousingWire
Existing home sales rise 3.2% in April — inventory tight
Third consecutive monthly gain. SoCal remains under 60-day inventory.
FHA/VA6 hrs ago · HUD
HUD revises FHA limits — high-cost areas +8% effective June 1
LA/SF limits rise to $1,209,750. National standard $524,225.
RatesYesterday · Freddie Mac
30-year fixed averages 6.82% — second weekly increase
Strong jobs data pushing Treasury yields higher.
Reviews & Book of Business
Repeat clients = 65–80% of production · Service drives referrals
Repeat clients
71%
of all production
Avg Google rating
4.8 ⭐
from 94 reviews
Referrals this yr
18
$8.2M volume
NPS score
72
Industry avg: 34
📬 Automated client outreach
Set once — runs forever in the background
Annual rate check-in
Sent every 12 months to past clients
Rate drop alert
Auto-triggered when rates drop >0.25%
Closing anniversary
Email + SMS on 1yr, 3yr, 5yr anniversary
Review request post-close
Sent 3 days after closing — 34% response rate
📊 Why repeat business matters
65–80% of production comes from repeat clients & referrals
Every 5-star review you earn is worth an estimated $12,000–$40,000 in future business. Good service costs nothing extra — but loses everything when missing.
⭐ Recent reviews
Live Google reviews will show here once the Google Places API key is connected. Leave a review →
