Mortgage brokers
Loan files, conditions, and partner comms on one audit-friendly timeline.
Move loans from application to clear-to-close with pipeline stages, task checklists for processor conditions, and e-sign for disclosures. Borrower and partner details stay on structured contacts so MLOs and back office share one system.
Familiar tools
Tools mortgage brokers actually juggle
Brokers juggle LOS portals, credit tools, email, and mobile notary apps. NinjaPipe is the CRM and workflow layer that ties people, loan stage, and documents together.
Mortgage operations without the scattered PDF chase.
NinjaPipe helps LO teams track TRID-related tasks, underwriting asks, and title milestones. Less time hunting attachments means faster locks and happier referral partners.
Intake
Forms and structured data at application
Capture borrower facts through forms that map to contact fields. Processors get cleaner files on day one with fewer re-key errors.
Loan stages
Pipelines for underwriting, conditions, and closing
Define stages that mirror your shop: disclosure sent, in underwriting, conditions out, CTC. Drag cards when milestones clear so managers see aging loans instantly.
Conditions
Tasks for processor checklists and follow-ups
Break stips into owned tasks with due dates. Nothing hides in a sticky note when regulators or investors ask for evidence.
Signatures
E-sign packages tied to the loan file
Send disclosure and closing document sets from the loan record. Signed PDFs stay versioned for compliance and post-close QC.
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Owner / Certified Personal Trainer · Level Up Fitness Waltham