The future of
mortgage lending

A complete loan origination ecosystem connecting loan officers, borrowers, and referral partners in one seamless platform.

✓ Real-time loan tracking & milestones
✓ Automated needs list & document collection
✓ Partner portal with referral analytics
✓ White-label branding per LO/Company

Welcome

Select your portal to continue

Loan Officer
Portal

Manage your entire pipeline, track borrower progress, and collaborate with partners in one powerful dashboard.

✓ Kanban-style pipeline management
✓ Automated task & milestone tracking
✓ Partner referral management

Loan Officer Sign In

Access your loan pipeline and dashboard

Don't have an account? Sign up
Demo Credentials

Email: lo@demo.com

Password: demo123

Select a role above to see different team views

Start your
homeownership journey

Get pre-qualified in minutes and track your loan application every step of the way.

✓ Quick pre-qualification process
✓ Real-time application tracking
✓ Secure document upload

Welcome

What would you like to do?

Referral
Partner Portal

Track your referrals, monitor loan progress, and grow your partnership network.

✓ Real-time referral tracking
✓ Milestone notifications
✓ Document upload for clients

Partner Portal

Select your partner type

1
Purpose
2
Property
3
Personal
4
Income
5
Review

What's your goal?

Tell us what you're looking to accomplish

Property Details

Tell us about the property

Property Type

Property Usage

Estimated Values

Personal Information

Tell us about yourself

Income & Employment

Tell us about your income sources

Employment Status

Income Details

Review & Submit

Please review your information before submitting

Application Summary

Purchase - Primary Residence

Single Family Home

$450,000

$90,000 (20%)

$120,000

Employed - ABC Company

Notifications

⚠ī¸
CTC Expiration Warning
Lisa Thompson's VOE expires in 3 days
10 minutes ago
📋
Task Assigned
New pre-approval request from Michael Chen
25 minutes ago
🤝
New Referral
Sarah Martinez sent a new lead
1 hour ago
✅
Loan Closed
Amanda Foster's loan successfully funded
Yesterday
📄
Document Uploaded
James Anderson uploaded W-2 forms
Yesterday

Pipeline Dashboard

Welcome back, John. Here's your loan activity.

📋
↑ 12%
24
Active Loans
💰
↑ 8%
$8.2M
Pipeline Volume
âŗ
↓ 5%
18
Pending Tasks
🤝
↑ 15%
8
Active Partners
📋 Lead to Contract
New Leads
2
#2024-0162 Purchase
Michael Chen
123 Oak Street, Austin, TX
$425,000 New
#2024-0163 Refinance
Sarah Williams
456 Pine Ave, Denver, CO
$380,000 2 days
App Sent
2
#2024-0166 Purchase
David Park
789 Cedar Blvd, Seattle, WA
$515,000 1 day
#2024-0167 Purchase
Maria Santos
321 Birch Lane, Portland, OR
$395,000 3 days
App Completed
2
#2024-0175 Purchase
Kevin Zhang
412 Sunset Blvd, San Diego, CA
$485,000 Review & Generate Needs List
#2024-0176 Refinance
Rachel Green
567 Palm Ave, Phoenix, AZ
$340,000 Review & Generate Needs List
Docs Requested
2
#2024-0168 Purchase
Alex Thompson
555 Maple Dr, Austin, TX
$445,000 5 days
#2024-0169 Reverse
Jessica Moore
888 Oak Circle, Denver, CO
$365,000 4 days
Pre-Approved
2
#2024-0164 Purchase
Robert Martinez
234 Elm Street, Phoenix, AZ
$345,000 Pre-Qual
#2024-0165 Purchase
Jennifer Lee
567 Oak Ave, Nashville, TN
$420,000 5 days
Accepted Offer
1
#2024-0170 Commercial
Ryan Cooper
123 Pine Ridge, Miami, FL
$1,250,000 2 days
Contracts In
2
#2024-0171 Purchase
Nicole Adams
456 Valley View, San Diego, CA
$580,000 Finalize & Redisclose
#2024-0172 Purchase
Chris Wilson
789 Harbor Dr, Charleston, SC
$415,000 Finalize & Redisclose
đŸĻ Processing to Close
Disclosures Sent
2
#2024-0173 Purchase
Emily Davis
321 Sunset Blvd, Phoenix, AZ
$385,000 Sent
#2024-0174 Refinance
Mark Johnson
654 Lake Shore, Chicago, IL
$465,000 2 days
Processing
3
#2024-0158 Purchase
James Anderson
789 Maple Blvd, Seattle, WA
$550,000 12 days
#2024-0155 Refinance
Emily Rodriguez
321 Cedar Lane, Portland, OR
$290,000 21 days
#2024-0156 Hard Money
Thomas White
555 River Rd, Nashville, TN
$475,000 8 days
Underwriting
2
#2024-0150 Purchase
David Kim
567 Birch Way, San Diego, CA
$675,000 8 days
#2024-0151 Purchase
Laura Martinez
888 Palm Ave, Las Vegas, NV
$395,000 5 days
Clear to Close
1
#2024-0147 Purchase
Robert Martinez
234 Oak Ridge Blvd, Denver, CO
$445,000 CTC
Closing Set
2
#2024-0145 Purchase
Lisa Thompson
890 Willow Court, Miami, FL
$520,000 Dec 20
#2024-0143 Refi
Jennifer Wu
567 Maple Heights, Portland, OR
$398,000 Dec 18
Closed
2
#2024-0140 Purchase
Amanda Foster
123 Victory Lane, Charlotte, NC
$485,000 Closed
#2024-0138 Refinance
Kevin Brown
456 Summit Dr, Atlanta, GA
$375,000 Closed

Pipeline Management

View and manage all loans in your pipeline.

đŸ“Ĩ
4
New Leads
✓
3
Pre-Approved
âŗ
6
Processing
📝
5
Underwriting
✅
1
Clear to Close
📅
2
Closing Set
🏆
2
Closed
Loan ID ↕ Borrower ↕ Property ↕ Loan Type ↕ Amount ↕ Stage ↕ Days ↕ Actions
#2024-0162
MC
Michael Chen
 123 Oak Street, Austin, TX Purchase $425,000 New Lead New
#2024-0163
SW
Sarah Williams
 456 Pine Ave, Denver, CO Refinance $380,000 New Lead 2 days
#2024-0158
JA
James Anderson
 789 Maple Blvd, Seattle, WA Purchase $550,000 Processing 12 days
#2024-0155
ER
Emily Rodriguez
 321 Cedar Lane, Portland, OR Refinance $290,000 Processing 21 days
#2024-0150
DK
David Kim
 567 Birch Way, San Diego, CA Purchase $675,000 Underwriting 8 days
#2024-0147
RM
Robert Martinez
 234 Oak Ridge Blvd, Denver, CO Purchase $445,000 Clear to Close CTC
#2024-0145
LT
Lisa Thompson
 890 Willow Court, Miami, FL Purchase $520,000 Closing Set Dec 20
#2024-0143
JW
Jennifer Wu
 567 Maple Heights, Portland, OR Refi $398,000 Closing Set Dec 18
#2024-0164
RM
Robert Martinez
 234 Elm Street, Phoenix, AZ Purchase $345,000 Pre-Approved Pre-Qual
#2024-0165
JL
Jennifer Lee
 567 Oak Ave, Nashville, TN Purchase $420,000 Pre-Approved 5 days
#2024-0140
AF
Amanda Foster
 123 Victory Lane, Charlotte, NC Purchase $485,000 Closed Closed
#2024-0138
KB
Kevin Brown
 456 Summit Dr, Atlanta, GA Refinance $375,000 Closed Closed
â–ļ

Inactive Deals

3
💀 Dead: 1 đŸĻ Elsewhere: 1 📌 Later: 1
#2024-0130
TW
Thomas Wright 234 River Rd, Boston, MA
$295,000 💀 Dead Nov 15, 2024
#2024-0125
NG
Nancy Garcia 567 Lake View Dr, Chicago, IL
$410,000 đŸĻ Closed Elsewhere Nov 10, 2024
#2024-0120
CE
Chris Evans 890 Mountain Pass, Denver, CO
$520,000 📌 Deal For Later Nov 5, 2024

Borrowers

Manage all your borrower relationships.

MC
Michael Chen
michael.chen@email.com
(512) 555-0123
🎂 Dec 5
Purchase #2024-0162 â€ĸ $425,000 New Lead
Added Nov 28, 2024
SW
Sarah Williams
sarah.w@email.com
(303) 555-0456
🎂 Mar 22
Refinance #2024-0163 â€ĸ $380,000 New Lead
Added Nov 26, 2024
JA
James Anderson
j.anderson@email.com
(206) 555-0789
🎂 Dec 18
Purchase #2024-0158 â€ĸ $550,000 Processing
Added Nov 15, 2024
ER
Emily Rodriguez
emily.r@email.com
(503) 555-0321
🎂 Jul 14
Refinance #2024-0155 â€ĸ $290,000 Processing
Added Nov 10, 2024
DK
David Kim
david.kim@email.com
(619) 555-0567
Purchase #2024-0150 â€ĸ $675,000 Underwriting
Added Nov 5, 2024
LT
Lisa Thompson
lisa.t@email.com
(305) 555-0890
Purchase #2024-0145 â€ĸ $520,000 Clear to Close
Added Oct 28, 2024

Referral Partners

Manage your referral partner network.

🤝
↑ 12%
8
Active Partners
đŸ“Ĩ
↑ 25%
12
Referrals This Month
💰
↑ 18%
$2.4M
Referral Volume
⭐
3
Top Performers
SM
Sarah Martinez
RE/MAX Premier â€ĸ Real Estate Agent
sarah.martinez@remax.com â€ĸ (512) 555-1234
5
Active Referrals
$1.8M
Total Volume
12
Closed Loans
MT
Mike Thompson
Thompson Custom Homes â€ĸ Builder
mike@thompsonhomes.com â€ĸ (512) 555-5678
2
Active Referrals
$950K
Total Volume
4
Closed Loans
LC
Lisa Chen
Chen Law Group â€ĸ Real Estate Attorney
lisa@chenlawgroup.com â€ĸ (512) 555-9012
1
Active Referrals
$420K
Total Volume
3
Closed Loans

Analytics Dashboard

Comprehensive performance metrics and insights.

💰
↑ 18%
$8.2M
Total Volume
vs $6.9M last period
📄
↑ 12%
24
Loans Closed
vs 21 last period
⏱ī¸
↓ 8%
28
Avg. Days to Close
vs 30 last period
📈
↑ 5%
94%
Pull-Through Rate
vs 89% last period
đŸŽ¯
↑ 22%
$342K
Avg. Loan Size
vs $280K last period
🏆 Total Closings Report
to
24
Total Closings
Jan 1 - Dec 3, 2025
$8.2M
Total Volume
$341,667
Avg. Loan Amount
$225,500
Total Gross Commission
Closing Date Loan ID Borrower Property Loan Type Loan Amount Margin Gross Commission
Nov 28, 2025 #2025-0140 Amanda Foster 123 Victory Lane, Charlotte, NC Purchase $485,000 2.75% $13,338
Nov 25, 2025 #2025-0138 Kevin Brown 456 Summit Dr, Atlanta, GA Refi $375,000 2.50% $9,375
Nov 18, 2025 #2025-0132 Rachel Adams 789 Pine Valley Rd, Austin, TX Purchase $425,000 2.75% $11,688
Nov 10, 2025 #2025-0128 Thomas Garcia 321 Sunset Blvd, San Diego, CA Purchase $650,000 2.25% $14,625
Nov 5, 2025 #2025-0125 Michelle Lee 567 Harbor View, Seattle, WA Refi $520,000 2.50% $13,000
Oct 28, 2025 #2025-0118 David Wilson 890 Mountain View, Denver, CO Purchase $395,000 2.75% $10,863
Showing 6 of 24 closings
🏆 TOP PERFORMER
SM

Sarah Martinez

RE/MAX Premier â€ĸ Real Estate Agent

12 Referrals
$4.2M Volume
92% Close Rate
24 days Avg. Close Time

Monthly Volume Trend

$1.2M
$1.5M
$0.9M
$1.6M
$1.3M
$1.8M
$1.4M
$1.7M
$1.1M
$1.9M
$2.0M
$0.8M
JanFebMarAprMayJun JulAugSepOctNovDec

Loan Type Distribution

24 Total Loans
Purchase 65% (16)
Refinance 25% (6)
Cash-Out 10% (2)

Conversion Metrics

Lead to Application
78%
Application to Processing
92%
Processing to Underwriting
85%
Underwriting to CTC
88%
CTC to Closed
96%

Time in Stage (Avg Days)

Pre-Approval
2
Processing
7
Underwriting
10
Clear to Close
5
Closing
4
Total Avg: 28 days ↓ 2 days vs last period

Top Referral Partners

View All →
1
SM
Sarah Martinez
RE/MAX Premier
$4.2M 12 loans
2
MT
Mike Thompson
Thompson Homes
$2.1M 6 loans
3
LC
Lisa Chen
Chen Law Group
$1.4M 4 loans
4
JD
John Davis
Century 21
$520K 2 loans

Pipeline Conversion Funnel

Overall Conversion: 53% Lost Leads: 21
45
New Leads 100%
→
38
Pre-Approved 84%
→
32
Processing 71%
→
28
Underwriting 62%
→
24
Closed 53%

Volume by Property Type

Single Family
$5.3M
Condo/Townhouse
$1.6M
Multi-Family
$820K
Investment
$480K

Loan Amount Breakdown

Under $250K 4 loans
17%
$250K - $400K 8 loans
33%
$400K - $600K 9 loans
38%
Over $600K 3 loans
12%

📋 Task Performance

Team Task Completion Last 30 Days
JS
John Smith
Loan Officer
34 Completed
96% On-Time
1.2d Avg Early
MJ
Maria Johnson
Processor
42 Completed
98% On-Time
0.8d Avg Early
AT
Alex Torres
LOA
28 Completed
89% On-Time
0.5d Avg Early
Weekly Task Completion Last 8 Weeks
W1 18
W2 21
W3 16
W4 24
W5 26
W6 20
W7 28
W8 24
Total (8 weeks) 177 tasks
Weekly Average 22 tasks
vs Last Period ↑ 15%
Tasks by Category Last 30 Days
📄
Documents
38 tasks
38%
📋
Verifications
24 tasks
24%
📞
Calls
18 tasks
18%
📤
Submissions
12 tasks
12%
🤝
Partner Updates
8 tasks
8%

Tasks & Action Items

Track milestones, tasks, and outstanding items by loan file.

🔴
2
Overdue
🟡
3
Due Today
📄
12
Docs Needed
✅
24
Completed This Week
🔴 Overdue 2
Follow up with Emily Rodriguez on missing bank statements
#2024-0155 Due Nov 28 📄 Document
Request updated VOE for James Anderson
#2024-0158 Due Nov 27 📋 Verification
🟡 Due Today 3
Send closing disclosure to Lisa Thompson
#2024-0145 Due Today 📜 Disclosure
Call appraiser for David Kim property status
#2024-0150 Due Today 📞 Call
Update Sarah Martinez on pipeline status
Partner Update Due Today 🤝 Partner
đŸ”ĩ Upcoming 5
Review appraisal report for David Kim
#2024-0150 Due Dec 5 🏠 Appraisal
Submit to underwriting: Michael Chen
#2024-0162 Due Dec 3 📤 Submission
Order title for Sarah Williams
#2024-0163 Due Dec 4 📜 Title
Emily Rodriguez
#2024-0155 â€ĸ $290,000 â€ĸ Refinance
Processing
File Completion 65%
📋 Items Needed 3 outstanding
📄 Bank Statements (Oct-Nov) Overdue
đŸ’ĩ Pay Stubs (Recent 30 days) Requested
📝 Signed 4506-C Requested
✓ Tasks 1 pending
Follow up on missing bank statements Nov 28
James Anderson
#2024-0158 â€ĸ $550,000 â€ĸ Purchase
Processing
File Completion 78%
📋 Items Needed 2 outstanding
đŸ’ŧ Updated VOE Overdue
🏠 HOA Documents Requested
✓ Tasks 2 pending
Request updated VOE Nov 27
Submit to underwriting Dec 6
David Kim
#2024-0150 â€ĸ $675,000 â€ĸ Purchase
Underwriting
File Completion 92%
📋 Items Needed 1 outstanding
🏠 Appraisal Report In Progress
✓ Tasks 2 pending
Call appraiser for status Today
Review appraisal report Dec 5
Lisa Thompson
#2024-0145 â€ĸ $520,000 â€ĸ Purchase
Clear to Close
File Completion 98%
📋 Items Needed All received ✓
✓ Tasks 1 pending
Send closing disclosure Today
Michael Chen
#2024-0162 â€ĸ $425,000 â€ĸ Purchase
New Lead
File Completion 45%
📋 Items Needed 4 outstanding
📄 W-2s (2022, 2023) Requested
đŸ’ĩ Pay Stubs Requested
đŸĻ Bank Statements Not Requested
🆔 Photo ID Not Requested
✓ Tasks 1 pending
Submit to underwriting Dec 3
1
Pre-Qualification
Initial application and income verification
2 loans 4 tasks
Michael Chen #2024-0162
Sarah Williams #2024-0163
2
Processing
Full documentation and verification
2 loans 6 tasks
Emily Rodriguez #2024-0155 ⚠ī¸ 3 overdue items
James Anderson #2024-0158 ⚠ī¸ 1 overdue item
3
Underwriting
Review and approval decision
1 loan 2 tasks
David Kim #2024-0150
4
Clear to Close
Final documents and closing preparation
1 loan 1 task
Lisa Thompson #2024-0145

Completed Tasks

24 tasks completed this week
24
This Week
89
This Month
2.1
Avg Days Early
94%
On-Time Rate
📅 Today 3
✓
Submit insurance binder for Lisa Thompson
#2024-0145 📄 Document
MJ Maria J.
Today at 2:34 PM
✓
Verify employment for David Kim
#2024-0150 📋 Verification
AT Alex T.
Today at 11:15 AM
✓
Order appraisal for James Anderson
#2024-0158 🏠 Appraisal
JS You
Today at 9:22 AM
📅 Yesterday 5
✓
Send rate lock confirmation to Michael Chen
#2024-0162 📧 Communication
JS You
Nov 30 at 4:45 PM
✓
Review credit report for Sarah Williams
#2024-0163 📋 Review
MJ Maria J.
Nov 30 at 3:18 PM
✓
Upload W-2s for Emily Rodriguez
#2024-0155 📄 Document
AT Alex T.
Nov 30 at 1:55 PM
✓
Submit conditions to underwriting
#2024-0150 📤 Submission
MJ Maria J.
Nov 30 at 10:30 AM
✓
Call title company for update
#2024-0145 📞 Call
JS You
Nov 30 at 9:05 AM
📅 Earlier This Week 16
✓
Request payoff statement for refinance
#2024-0155 📄 Document
MJ Maria J.
Nov 29 at 2:15 PM
✓
Verify asset documentation
#2024-0162 📋 Verification
AT Alex T.
Nov 28 at 4:30 PM

Documents

Manage loan documents and templates.

âŗ
12
Pending Review
✅
48
Approved
❌
3
Expired/Rejected
📄
156
Total Documents

Recent Documents

📄
W-2_2023_MichaelChen.pdf
Loan #2024-0162 â€ĸ Uploaded Nov 28, 2024
Approved
📄
PayStub_Nov2024_JamesAnderson.pdf
Loan #2024-0158 â€ĸ Uploaded Nov 27, 2024
Ready For Review
📄
TaxReturn_2023_KevinZhang.pdf
Loan #2024-0175 â€ĸ Requested Nov 28, 2024
Requested
📄
BankStatement_Oct2024_EmilyRodriguez.pdf
Loan #2024-0155 â€ĸ Uploaded Nov 26, 2024
Ready For Review
📄
PurchaseAgreement_LisaThompson.pdf
Loan #2024-0145 â€ĸ Uploaded Nov 20, 2024
Approved
📄
DriversLicense_RachelGreen.pdf
Loan #2024-0176 â€ĸ Requested Nov 27, 2024
Requested
📄
GiftLetter_DavidKim.pdf
Loan #2024-0150 â€ĸ Document was incomplete
Re-Requested

Document Templates

Standard mortgage forms available for download. Click to download the PDF.

📝
Verification of Employment (VOE)
Fannie Mae Form 1005 - Verify applicant's employment status
âŦ‡ī¸ Download
đŸĻ
Verification of Deposit (VOD)
Fannie Mae Form 1006 - Verify applicant's bank deposits
âŦ‡ī¸ Download
🏠
Verification of Rent/Mortgage (VOR/VOM)
Verify applicant's rent or mortgage payment history
âŦ‡ī¸ Download
🎁
Gift Letter
Document gift funds for down payment assistance
âŦ‡ī¸ Download
📋
Borrower Authorization of Third Party
Authorize third parties to discuss loan information
âŦ‡ī¸ Download
📄
Loan Application (1003)
Uniform Residential Loan Application

Settings

Manage your account and preferences.

👤

Profile Information

🔔

Notifications

Email Notifications
Receive email alerts for important updates
SMS Notifications
Get text messages for urgent items
Task Reminders
Daily digest of upcoming tasks
Partner Updates
Notifications when partners view loans
⚡

Automations

📌
Deal For Later Follow-Up
Automatically send follow-up emails to leads marked as "Deal For Later"
Send follow-up every
Maximum follow-ups
Email template
📧 Email Preview
Subject: Still thinking about your home loan? Let's reconnect!

Hi [Borrower First Name],

I wanted to check in and see if now might be a better time to discuss your home financing goals. Market conditions have been changing, and I'd love to share some options that might work for you.

When you're ready, I'm here to help!

Best regards,
[Your Name]
[Your Phone]
3 Active Sequences
12 Emails Sent (30d)
2 Re-engaged Leads
🎂
Birthday Emails
Send personalized birthday wishes to all borrowers
Send time
Include
Email template
📧 Email Preview
Subject: 🎉 Happy Birthday, [Borrower First Name]!

Hi [Borrower First Name],

Wishing you a wonderful birthday filled with joy and happiness! 🎂

Thank you for being a valued client. If there's anything I can help you with regarding your home financing needs, please don't hesitate to reach out.

Have a fantastic day!

Warm regards,
[Your Name]
[Your Phone]
47 Birthdays Tracked
3 This Month
98% Delivery Rate
🎂 Upcoming Birthdays 3 this month
MC
Michael Chen
December 5th
In 4 days
LT
Lisa Thompson
December 12th
In 11 days
JA
James Anderson
December 18th
In 17 days
📌 Deal For Later Queue 3 active sequences
CE
Chris Evans
Next email: Dec 5th (Follow-up #2)
RH
Rachel Hughes
Next email: Dec 15th (Follow-up #1)
TW
Thomas Wright
Sequence paused
🎨

White-Label Branding

#D4AF37
🔗

Integrations

⚡
TRUV
Connected
📧
Gmail
Connected
📅
Google Calendar
Not Connected
🏠
LOS System
Connected
✉ī¸

Email Configuration

đŸ‘Ĩ

Team Members

JS
John Smith Owner
john.smith@loanflow.com
Loan Officer
Active
You
MJ
Maria Johnson
maria.johnson@loanflow.com
Processor
Active
AT
Alex Torres
alex.torres@loanflow.com
Loan Officer Assistant
Active
KL
Kevin Lee Pending
kevin.lee@example.com
Processor
Invite Sent
ℹī¸ Team members can view assigned loans, complete tasks, and update loan status. Only the Owner can invite new members and access billing.

Notifications

📄
Document Request
Please upload your most recent pay stub
2 hours ago
✅
Milestone Update
Your loan has moved to Processing!
1 day ago
đŸ’Ŧ
Message from John Smith
Thanks for submitting your documents...
2 days ago
LOAN #2024-0162

Your Loan is In Processing

123 Oak Street, Austin, TX 78701

Loan Amount $425,000
Loan Type 30-Year Fixed
Processing
18
Days to Close
1
New Lead
-
2
App Sent
-
3
Docs Req
-
4
Pre-Approved
-
5
Offer Acc
-
6
Contract
-
7
Disclosures
-
8
Processing
-
9
Underwriting
-
10
CTC
-
11
Closing Set
-
12
Closed
-

📅 Key Dates

⏰
Rate Lock Expires
Dec 5, 2024
5 days
🏠
Appraisal
Dec 8, 2024
8 days
✍ī¸
Estimated Closing
Dec 18, 2024
18 days

👔 Your Loan Officer

JS
John Smith
NMLS #123456 â€ĸ LoanFlow Mortgage
📧 john.smith@loanflow.com â€ĸ 📱 (555) 123-4567

🤝 Your Transaction Partners

Add the professionals helping with your home purchase. Your loan officer will be able to coordinate with them directly.

🏠
Buyer's Real Estate Agent
Sarah Martinez
📧 sarah@remax.com â€ĸ 📱 (555) 234-5678
RE/MAX Elite
📋
Title Company
First American Title
📧 closings@firstam.com â€ĸ 📱 (555) 345-6789
Austin, TX Branch

My Documents

Upload and track required documents for your loan

📋

Document Needs List Not Yet Sent Out

Your loan officer is reviewing your application and will send you a personalized list of required documents soon.

💡 Questions? Contact your loan officer directly.

✓ Pre-Approved
Your Budget Up to $450,000
Based on your pre-approval â€ĸ Est. monthly payment: $2,450 - $2,850
📍
24 homes found in Austin, TX
🏠
New
Zillow
📷 12
$385,000
3 bd â€ĸ 2 ba â€ĸ 1,850 sqft
4521 Cedar Ridge Dr
Austin, TX 78745
Single Family Est. $2,420/mo
🏡
Hot
Realtor.com
📷 18
$349,900
3 bd â€ĸ 2 ba â€ĸ 1,650 sqft
789 Sunset Valley Ln
Austin, TX 78749
Single Family Est. $2,195/mo
🏠
Open Sun
Redfin
📷 24
$425,000
4 bd â€ĸ 3 ba â€ĸ 2,200 sqft
1234 Oak Haven Ct
Austin, TX 78731
Single Family Est. $2,675/mo
đŸĸ
Price Drop
StreetEasy
📷 15
$299,000
2 bd â€ĸ 2 ba â€ĸ 1,100 sqft
500 Congress Ave #802
Austin, TX 78701
Condo Est. $1,875/mo
🏘ī¸
Zillow
📷 9
$379,000
3 bd â€ĸ 2.5 ba â€ĸ 1,780 sqft
2100 S Lamar Blvd #15
Austin, TX 78704
Townhouse Est. $2,380/mo
🏡
New
Realtor.com
📷 21
$445,000
4 bd â€ĸ 2 ba â€ĸ 2,100 sqft
8765 Mockingbird Lane
Austin, TX 78757
Single Family Est. $2,800/mo
🏠
Redfin
📷 8
$325,000
3 bd â€ĸ 2 ba â€ĸ 1,450 sqft
3456 Burnet Rd
Austin, TX 78756
Single Family Est. $2,040/mo
🏡
3D Tour
Zillow
📷 16
$399,900
3 bd â€ĸ 2.5 ba â€ĸ 1,920 sqft
901 E Riverside Dr
Austin, TX 78741
Single Family Est. $2,510/mo

Showing 8 of 24 results

Listings aggregated from:

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🏠
$425,000
1234 Oak Haven Ct, Austin, TX 78731
4 bd â€ĸ 3 ba â€ĸ 2,200 sqft â€ĸ Single Family
Est. Monthly Payment $2,675/mo
Saved Nov 28, 2024 via Redfin
🏘ī¸
$379,000
2100 S Lamar Blvd #15, Austin, TX 78704
3 bd â€ĸ 2.5 ba â€ĸ 1,780 sqft â€ĸ Townhouse
Est. Monthly Payment $2,380/mo
Saved Nov 26, 2024 via Zillow
🏡
Hot
$399,900
901 E Riverside Dr, Austin, TX 78741
3 bd â€ĸ 2.5 ba â€ĸ 1,920 sqft â€ĸ Single Family
Est. Monthly Payment $2,510/mo
Saved Nov 25, 2024 via Zillow
1 / 12
$385,000
3 beds | 2 baths | 1,850 sqft | Single Family
4521 Cedar Ridge Dr
Austin, TX 78745
✓ Within Your Budget
Your pre-approval: Up to $450,000
Est. monthly payment: $2,420/mo
Principal & Interest: $1,950 â€ĸ Taxes: $320 â€ĸ Insurance: $150

Property Details

Year Built 2018
Lot Size 0.25 acres
Parking 2-car garage
HOA $85/mo
Days on Market 12 days
MLS # ATX-2024-1234

Description

Beautiful modern home in sought-after Cedar Ridge community! This stunning 3-bedroom, 2-bath home features an open floor plan with high ceilings, gourmet kitchen with granite counters and stainless appliances, and a spacious master suite with walk-in closet. Enjoy the covered patio and private backyard, perfect for entertaining. Minutes from top-rated schools, shopping, and dining. Don't miss this one!

Features & Amenities

Central A/C
Hardwood Floors
Granite Counters
Stainless Appliances
Walk-in Closet
Covered Patio
Fenced Yard
Smart Home
Listed by: Austin Home Realty â€ĸ Source: Zillow â€ĸ Updated: 2 hours ago

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🏠 Buyer's Agent
🏡 Seller's Agent
📋 Title Company
🛡ī¸ Home Insurance
🔍 Home Inspector
⚖ī¸ Attorney

Notifications

🎉
Loan Closed!
Amanda Foster's loan has successfully closed
1 hour ago
📋
Status Update
Lisa Thompson moved to Clear to Close
3 hours ago
📄
Document Needed
Michael Chen needs updated contract
Yesterday
đŸ’Ŧ
Message from LO
John Smith: Can we schedule a call?
Yesterday

Partner Dashboard

Track referrals, view analytics, and stay updated

📋
6
Active Referrals
📄
4
Pending Documents
💰
$2.4M
Total Volume
🏆
12
Closed This Year

🔔 Important Updates

3 New
⚠ī¸
Rate Lock Expiring Soon
Michael Chen's rate lock expires Dec 5th - action needed
2 hours ago
✅
Clear to Close!
James Anderson received CTC - closing scheduled Dec 2nd
Yesterday
📋
Documents Approved
Sarah Williams' income docs verified and approved
2 days ago
📝
Appraisal Ordered
Michael Chen's appraisal scheduled for Dec 3rd
3 days ago
View All Updates →

đŸ’Ŧ Recent Communications

5 Messages
JD
John Davis Loan Officer
Re: Michael Chen - Great news! Just got the appraisal back and it came in at value...
📋 Michael Chen 1 hour ago
SW
Sarah Williams Borrower
Thank you for the update! I'll have the additional bank statement uploaded by tomorrow...
📋 Sarah Williams 3 hours ago
JD
John Davis Loan Officer
James is all set for closing! Title company confirmed Dec 2nd at 2pm...
📋 James Anderson Yesterday
TC
Title Company Vendor
Title search complete for Anderson property. Clear title confirmed, no issues found...
📋 James Anderson 2 days ago
View All Messages →

Your Referrals

MC
Michael Chen
#2024-0162
Purchase
✓
Applied
✓
Pre-Appr
✓
Contract
4
Processing
5
U/W
6
CTC
7
Closing
Applied
Nov 15
Closing
Dec 18
Rate Lock
Dec 5
$425,000
SW
Sarah Williams
#2024-0158
Refinance
✓
Applied
✓
Pre-Appr
✓
Contract
✓
Processing
5
U/W
6
CTC
7
Closing
Applied
Nov 8
Closing
Dec 12
Rate Lock
Dec 8
$380,000
JA
James Anderson
#2024-0155
Purchase
✓
Applied
✓
Pre-Appr
✓
Contract
✓
Processing
✓
U/W
🏠
CTC
7
Closing
Applied
Oct 28
Closing
Dec 2
Status
CTC
$550,000
#2024-0158
James Anderson
📍 789 Maple Blvd, Seattle, WA
$550,000
Loan Type
Processing
Lead to Contract
Processing to Close
Mark As
📅 Important Dates
Application Date
Nov 15, 2024
Submitted
Rate Lock Expiration
Dec 15, 2024
14 days left
Appraisal Due
Dec 5, 2024
4 days left
Underwriting Decision
Dec 10, 2024
9 days left
Clear to Close Target
Dec 18, 2024
17 days left
Closing Date
Dec 22, 2024
21 days left
⚡ Quick Actions
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📊
Generate Report
Create loan status PDF report
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Contact Partner
Send update to referral partner
TRUV TRUV Instant Verification
Learn More ↗

Send instant verification requests to the borrower. TRUV connects directly to payroll systems for real-time income and employment data.

đŸ’ĩ
Not Sent
Income Verification
Verify salary, wages, bonuses & YTD earnings directly from payroll
đŸ’ŧ
Not Sent
Employment Verification
Confirm employer, job title, start date & employment status
đŸĻ
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Asset Verification
Connect bank accounts for instant balance & transaction data
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Verify homeowner's insurance coverage & policy details
📋 Loan Summary
Loan Type
Conventional
30-Year Fixed
Interest Rate
6.875%
Locked
LTV
80%
20% Down
DTI
38%
Within limits
📝 Notes
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Document Needs List Not Yet Sent Out

Generate and send a customized document checklist to your borrower based on their loan program and employment type.

💡 Pro Tip: Use TRUV to skip document collection entirely

⚡

TRUV Instant Verification

Powered by truv.com — Direct payroll & financial data verification

đŸ’ĩ
Not Sent
Income Verification
Verify salary, wages, bonuses, commissions & YTD earnings directly from payroll systems. Replaces paystubs and W-2s.
đŸ’ŧ
Not Sent
Employment Verification
Confirm current employer, job title, hire date, employment status & work history. Real-time VOE data.
đŸĻ
Not Sent
Asset Verification
Connect bank, investment & retirement accounts for instant balance, transaction history & asset verification.
🛡ī¸
Not Sent
Insurance Verification
Verify homeowner's insurance coverage, policy details, premium amounts & effective dates automatically.
✨ Why Use TRUV?
⏱ī¸
Instant Results
Get verification data in minutes instead of days waiting for documents
đŸŽ¯
Higher Accuracy
Data comes directly from payroll systems, eliminating transcription errors
🔒
Fraud Prevention
Bank-level security with verified, tamper-proof data directly from the source
😊
Better Borrower Experience
Borrowers connect once instead of hunting for documents
📋 Verification History
📭
No verifications sent yet
Send a verification request to get started
🧮 Send Calculators to Borrower

Select calculators to send to the borrower. They'll receive an email with personalized links.

💰
Payment Calculator
Monthly P&I, taxes, insurance breakdown
🏠
Affordability Calculator
How much home can they afford
🔄
Refinance Calculator
Compare current vs new loan
📊
Amortization Schedule
Full payment schedule breakdown
📝
Closing Cost Estimator
Estimate all closing costs
⚖ī¸
Loan Comparison
Compare multiple loan options
đŸ’Ŧ Send Communication to Referral Partner
📨 Communication History
📤
Sent status update to Sarah Martinez
Nov 28, 2024 at 2:15 PM
đŸ“Ĩ
Received reply from Sarah Martinez: "Thanks for the update!"
Nov 28, 2024 at 3:42 PM
📤
Sent application received notice to Sarah Martinez
Nov 15, 2024 at 10:30 AM
👁ī¸ Partner Visibility Settings

Control what information each referral partner can see for this loan. Different partners may need different levels of access.

SM
Sarah Martinez
Real Estate Agent â€ĸ RE/MAX Premier
MT
Mike Thompson
Builder â€ĸ Thompson Custom Homes
+
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📜 Loan Activity Log
📄
Pay stubs received and uploaded
Today at 9:15 AM
📤
Document request sent to borrower for Bank Statements
Yesterday at 4:30 PM
🏠
Appraisal ordered - Expected completion Dec 5
Nov 28, 2024 at 11:00 AM
đŸ’Ŧ
Status update sent to partner Sarah Martinez
Nov 28, 2024 at 2:15 PM
🔒
Rate locked at 6.875% for 45 days
Nov 20, 2024 at 10:45 AM
✅
W-2 Forms approved by processor
Nov 18, 2024 at 3:20 PM
📋
Loan moved to Processing stage
Nov 16, 2024 at 9:00 AM
🎉
Application submitted - Loan #2024-0158 created
Nov 15, 2024 at 2:30 PM
🤝
Referral received from Sarah Martinez (RE/MAX)
Nov 15, 2024 at 2:00 PM
✅ Success!