Keep loans moving from application to closing.

Our team chases loan status, missing documents and borrower follow-ups across systems. We need to see what is holding up closing and who needs to act. Can you build that workflow?

Mage

Yes. We’ll connect your agreed loan and CRM sources, build one workflow, and keep it running.

  • See loan pipeline and branch performance
  • Coordinate borrower follow-up and underwriting handoffs
  • Flag closing risks and disclosure exceptions
  • Keep decisions and customer-contact approvals with your team

Start with one loan workflow and agree the sources, rules and success criteria together.

Overview

We build it. Your team puts it to work.

We connect loan, CRM, document and communication records so your team can spend less time chasing status and more time resolving the issues that delay closing.

We handle the implementation

We connect the agreed sources, build the workflow, and check the prepared loan pipeline views with your team.

We keep the work running

Recurring runs, checks, and safe recovery stay with us. Decisions that need your judgment come to your team.

You use the result

Ask which loans are stalled, compare branch cycle times, or explore borrower feedback alongside loan outcomes using approved data and shared metric definitions.

Three workflows we can take off your team’s plate.

For mortgage operations, lending and branch leaders. Start with the output you need most, then expand when it works for your team.

Loan pipeline viewsFrom los and crm
Match loans
Check milestones
Agreed refresh

Loan pipeline and branch performanceBring loan stages, outstanding conditions and funded volume into one view, with branch and loan-officer scorecards for reviewing cycle times, conversion and fallout.

Find overdue loan tasks.
Focus the reviewLoan follow-up queuesMilestones and tasks
Check due dates

Borrower and underwriting handoffsRoute overdue tasks and missing documents. Keep processing and underwriting moving.

Closing exception queuesLocks and disclosuresBefore deadlines
Apply agreed rulesCheck evidence

Closing and disclosure exceptionsFlag lock deadlines and stalled files. Link disclosure gaps to source evidence.

From scattered loan records to a clear next action.

We map your loan stages, systems and business rules, then build the first workflow around the people who use it and the result they need.

Loan pipeline views
InputLOS and CRM
RuleMatch loans
CheckCheck milestones
TimingAgreed refresh
OutputLoan pipeline views
ForMortgage operations

Start with trusted recordsReview loan and CRM sources. Confirm permitted access.

Reconcile loan counts and funded totals; check stage dates, branch definitions and role-based access against approved source records.
Agreed refresh
LOS and CRM
Match loans
Check milestones

Build around your rulesUse agreed milestones and SLAs. Route exceptions to an owner.

Reference
Loan IDsLN1042
Stage dates14 Oct
ResultChecked
Prepared
Loan IDsLN1042
Stage dates14 Oct
ResultChecked

Check the resultCompare source counts and dates. Check owner access and routing.

Launch loan pipeline viewsReady for review

Approve the launchYour team reviews the result. Keep required approvals.

Keep loan status and follow-up current as the pipeline changes.

Refresh agreed sources, monitor missing updates and retry safely so your team can distinguish an actual stalled file from a delayed data feed.

Loan pipeline viewsResult reviewed
Match loans
Late loan-status feedRecovery checked

Loan records rechecked

Recover within the rulesHold affected updates, surface the source delay and recheck the records when the feed recovers; prevent duplicate reminders.

Check loan pipeline views
loan records ready
loan records held

Loan pipeline checked

Check for exceptionsCheck current milestones. Trace unresolved exceptions.

Meet the delivery windowAgree peak volumes. Plan the delivery window.

Use the same data to answer the next question.

Ask which loans are stalled, compare branch cycle times, or explore borrower feedback alongside loan outcomes using approved data and shared metric definitions.

Which loans are waiting on conditions, and which branches have the longest time in stage?

Your systems stay. Your team stays in control.

Your LOS, CRM and document systems stay in place; your team approves credit, underwriting, funding, compliance interpretations and customer communications.

Your systems

Keep your systems

Use agreed sources. Choose where it runs.

Your decisions

Control access

Set team access. Review each change.

Our support

Get ongoing help

Get help with issues. Plan agreed changes.

Explore enterprise

Start with your loan pipeline views.

Tell us what your loan pipeline views must contain, who uses the result, and when it is needed. We’ll work with you on implementation, result checks, and ongoing operation.

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Find workflows for your industry

Find a workflow that moves revenue, meets a deadline, or gives your team time back.

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Prepare student reports. Find gaps before filing.

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Identify unpaid claims. Focus staff follow-up.

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Check e-billing files. Resolve rejected bills.

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Prepare port-call files. Find submission gaps.

Mining

Match hours and workers. Prepare required reports.

Oil and gas

Match production volumes. Resolve reporting gaps.

Payments

Explain settlement gaps. Match payouts to ledgers.

Pharma labs

Match results to samples. Keep lab review moving.

Pharmacies

Find stock and receipt gaps. Prepare replenishment.

Wholesalers

Resolve order-data holds. Keep fulfillment moving.