Early access — actively shipping improvements

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—with role-based views and in-app Help Hub so officers, processors, partners, and managers each see what matters.

Free trial on Essentials and Team. Invite your roster after sign-up—questions? admin@myloanpipeline.com.

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. Plans below map to Essentials, Team, and Professional tiers as you grow.

Pipeline tracking

Track in-process loans by stage, lock dates, and milestones. Everyone sees the same source of truth.

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 and BDMs—each person only sees what they sent in, 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

Production trends, funded stats, sales activity, and team leaderboards—export pipeline and funded data when you need a spreadsheet.

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

Invite your team

Send invites to loan officers, processors, partners, and managers. Everyone signs in to a workspace set up for their job.

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.

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.

Per-user and org email preferences
Partners are not copied on internal mail
In-app Help Hub when you need a how-to

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
In-app Help Hub with guides, updates, and how-tos as we ship new features
Built for mortgage lending—not a generic task board
Branch teams stay separate when you run more than one office

Built for mortgage shops

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-first
Stages, lock dates, and notes on every file—not a generic task board.
Help Hub
Guides and how-tos in-app as we ship—no digging through old email threads.
Role-based access
Officers, processors, partners, and managers each see their own book.
Exports & reporting
Pipeline and funded CSV exports with your filters and columns intact.

Early access — actively shipping improvements

Pricing

Simple per-user pricing

Start solo or grow into a full team. Essentials is $10/user/mo (30-day trial at subscribe). Team Plus is $20/user/mo with a 14-day in-app trial — no credit card until you subscribe. Early-access teams lock in today's Essentials and Team Plus rates while we ship new features.

Essentials

Recommended

For a solo loan officer running their own pipeline

$10/user/mo

30-day trial when you subscribe

Active loan pipeline & stage tracking
Pre-approval / in-process tracker & leads
Personal links (yours only — not company-wide)
Analytics & leaderboards (your production only)
Rate lock reminder emails
In-app notifications & Help Hub
One default branch

Team Plus

Essentials plus funded stats, forms, team tools, and BDM referrals — solo or with a roster

$20/user/mo

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

Everything in Essentials
Funded stats, payroll tracking & VOE workflow
Forms, submission sheets & compensation agreements
Marketing request queue & sales activity tracker
BDM portal & referral pipeline
Invite & manage loan officers, processors & assistants
Per-user route overrides & org email automations
Customize email templates (payroll, marketing, VOE, and more)
LO–processor pairings
One default branch (Professional adds multiple offices)

Professional

Custom pricing

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

From $35/user/mo for 10+ users

Everything in Team Plus
Team-wide analytics, leaderboards & operational health
Company links & shared resources
Team AI guidelines hub
Custom roles, teams & org-wide route templates
Multiple branches & branch admin controls
Org-wide seat billing management
Hide optional modules per organization

All plans are billed per active user. Professional pricing is quoted for teams of 10 or more—reach out and we'll tailor a plan to your organization.

FAQ

Common questions

Is this in beta or early access?

My Loan Pipeline is in early access with teams running real pipelines. Core workflows—pipeline, funded loans, partners, and roles—are stable, but we ship improvements often and you may hit rough edges. Early teams get priority fixes; reach us at admin@myloanpipeline.com or through Help Hub after sign-up.

Is there a free trial?

Yes. Essentials is $10/user/mo (30-day trial at subscribe). Team Plus is $20/user/mo with a 14-day in-app trial — no credit card until you subscribe. Professional plans for larger organizations are quoted separately.

How do invites and roles work?

After sign-up, an org admin on Team Plus or Professional 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 org-wide route templates.

Do you integrate with our LOS?

Not today. My Loan Pipeline is an operations layer for tracking stages, dates, partners, and compensation follow-up alongside your existing systems. You enter and update loans in the app; pipeline and funded views support CSV export when you need data elsewhere.

Where is our data stored? Is it secure?

Your organization's data is hosted in secure cloud infrastructure and scoped by role and tenant—users only access loans and resources their role allows. See our Privacy Policy for details on collection, retention, and subprocessors.

What support do we get?

Early-access teams can use in-app Help Hub for guides and product updates, and email admin@myloanpipeline.com for account or billing questions. We prioritize feedback from founding teams while the product is actively evolving.

Can we export our data?

Yes. Pipeline and funded views include CSV export with your active filters and selectable columns—useful for reporting, backups, or moving data to other tools.

What if we outgrow our plan?

Start on Essentials ($10/user/mo) as a solo LO. Move to Team Plus ($20/user/mo) for funded stats, forms, marketing, payroll, user invites, and email automations — solo or with a roster. Contact us for Professional when you need company-wide analytics, custom roles, teams, and multiple branches.

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.

Early access — actively shipping improvements

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. Founding teams help shape what we ship next.

Questions before you sign up? admin@myloanpipeline.com