Standard templates for appraisal, title, insurance, and other orders. Click any template to copy it to your clipboard.
New template
Copy template for a loan
Select a loan to fill in the placeholders, or copy as-is.
Export pipeline to Excel
Download a complete loan list you can email to loan officers showing outstanding conditions on each file.
Which loans to include
Filter by loan officer (optional)
Include columns
🛡️
Full data backup
This downloads everything — every loan, every condition checkbox, every note, rate locks, templates, guides, brokers, all of it — as one file. If the site ever loses cloud data again, you restore from this file and you're back to exactly where you left off. Do this at the end of every work day.
📄 Loan officer condition reports
Generate a print-ready PDF for each loan officer showing all their active loans and exactly which conditions are outstanding. Click a button, then File → Print → Save as PDF.
Choose a print layout — click to select
📝 Note to loan officer (prints at top of report)
Include in report — uncheck to exclude
Borrower
Address
Amount
Stage
Close
Docs%
Preview
📖 How-To Guides
Standard operating procedures and step-by-step guides for the team.
New guide
👥 HR
Team directory, policies, and onboarding resources.
Team directory
Policies & documents
New employee
🤝 Broker Resources
Broker contacts, guidelines, compensation schedules, and quick references.