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Built for mortgage teams · Now in early access

Every loan, deadline, and handoff in one pipeline

Track every file from application to funding, catch expiring locks before they cost you, and give processors, partners, and managers their own view, without the spreadsheet-and-email shuffle.

See it by role
  • Free for solo loan officers
  • No credit card
  • Works alongside ARIVE

Built for every seat

One loan file. A different view for each person on it.

Everyone works the same source of truth, and each role sees only what it needs.

From first call to funded, without losing the thread

Work leads on a kanban board, promote them into the pipeline when the file is real, and keep lock dates, contacts, and notes on the same loan.

  • Leads board with custom fields for your shop
  • Pre-approval tracker and rate-lock reminders
  • Readable change history on every file

Capabilities

The ops layer your LOS never gave you

Pipeline, deadlines, verifications, partners, and pay, all on the same loan file.

Rate locks & deadlines that don’t slip

Lock expirations, contingencies, and expected close dates surface before they’re a problem, and reminders go to the LO and processor on that file.

VOE & employers

Request and track VOEs on each file, with an employer directory, notes, and idle alerts so verifications don’t stall.

Lender program search

Compare broker and non-del programs by FICO, LTV, occupancy, and more once your org connects a program feed.

Analytics & funded insight

Timing and close-quality metrics, funded mix by officer, processor, channel, and investor, plus production leaderboards.

Your LOS stays the system of record

Connect ARIVE and every status change lands on the file, alongside a readable history of who changed what, and when.

Branches, roles & teams

Run one office or many. Each branch sees its own people and loans, and leadership still gets the full picture.

Also included

  • Payroll & compensation tracking
  • Forms & submission sheets
  • Marketing request queue
  • Resources library
  • Mortgage calculators
  • Hire onboarding
  • Sales activity tracker
  • In-app Help Hub

How it works

Up and running this afternoon

  1. 1

    Start free in minutes

    Create your workspace and add your active loans. Connect ARIVE if you use it.

  2. 2

    Invite your team

    Loan officers, processors, assistants, and partners each get a workspace scoped to their job.

  3. 3

    Close without the chase

    Reminders, VOEs, and handoffs live on the file, so nothing disappears into an inbox.

Built for borrower data

Scoped access, a full audit trail, and no lock-in.

Visit the Trust Center

Role-based access

Every user only sees the loans and resources their role allows.

Audit logs & change history

Org audit logs for admins, and a readable history on every loan.

Your data, exportable

CSV export from pipeline and funded views, with your filters and columns.

Trust Center

Security practices, subprocessors, and privacy requests in one place.

Early access — actively shipping improvements

Pricing

Start free, grow with your team

Essentials is free. Team Plus is $29/user/mo with a 14-day in-app trial — no credit card until you subscribe. Professional is $49/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
  • Lender program search (inbound webhook feed)
  • Partner insights (requires ARIVE)
  • Mortgage calculators (BETA)
  • Personal resources
  • 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

$29/user/mo

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

  • Everything in Essentials
  • Leaderboards
  • Operational health
  • Sales activity tracker
  • Hire onboarding
  • Payroll tracking & VOE workflow
  • Employer directory for VOEs
  • Forms & submission sheets
  • Marketing request queue
  • BDM portal & referral pipeline
  • Invite & manage loan officers, processors & assistants
  • Per-user route overrides & org email automations
  • Email digests & customizable templates (payroll, marketing, VOE, and more)
  • LO–processor pairings
  • Up to 25 billable seats
  • One default branch (Professional adds multiple offices)

Professional

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

$49/user/mo
  • Everything in Team Plus
  • Team-wide analytics
  • Company resources hub
  • 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 like pipeline, funded loans, partners, VOE, forms, and roles are stable. We ship improvements often, and 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. Team Plus is $29/user/mo with a 14-day in-app trial — no credit card until you subscribe. Professional is $49/user/mo. Yearly billing knocks two months off.
Do you integrate with our LOS?
Yes, with ARIVE today. Your LOS stays the system of record, and My Loan Pipeline is the operations layer for stages, dates, partners, VOE, and compensation. Other loan origination systems are not connected yet. You can export CSV whenever you need data elsewhere.
How do invites and roles work?
On Team Plus or Professional, an org admin 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 multiple branches.
Do partners see our full company pipeline?
No. Partners only see borrowers they referred or leads they submitted, plus closed-loan insight for those files. Company-wide production reports and internal payroll stay on your side.
Where is our data stored? Is it secure?
Your organization's data is hosted in secure cloud infrastructure and scoped by role and tenant, so users only access loans and resources their role allows. Org admins can review audit logs, and anyone on a loan can see that file's change history. See our Privacy Policy and Trust Center for details.
Do you run payroll inside the product?
No. We track compensation agreements, payout status on closed loans, and notes. Paychecks and ACH still run through your payroll provider.

Something else? admin@myloanpipeline.com

Stop chasing files. Start closing them.

Start free on Essentials. Add your team when you’re ready, and help shape what we ship next as a founding team.

Talk to us