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ClosePath for mortgage teams

See and manage mortgage performance from the loan officer to the executive office.

Connect lead follow-up and operational work with controlled-release Mortgage Intelligence for production, profitability, commissions, recruiting, planning, and executive reporting.

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Configurable workflowsScoped team accessHuman-reviewed AI
ClosePathSample workspace
Executive productionUpdated
Funded volume$18.4M
Pull-through71%
Forecast coverage92%
Review today's priorities Follow up on assigned work Verify reporting inputs
One connected lifecycle

Carry context forward at every stage.

ClosePath connects the relationship, the work, and the reporting around the process your team already follows.

  1. 01Lead
  2. 02Application or imported loan
  3. 03Milestones
  4. 04Funded production
  5. 05Revenue and commission
  6. 06Executive reporting
What gets in the way

Turn fragmented activity into accountable work.

1

CRM and reporting are disconnected

Keep lead activity and operational work in ClosePath while importing authorized production data into a governed reporting layer.

2

Performance is hard to reconcile

Trace KPIs, milestones, fallout, revenue, expenses, and commission inputs back to normalized contributing records.

3

Every role needs a different view

Scope companies, branches, teams, bankers, finance, commissions, recruiting, integrations, and reporting through explicit access.

Capabilities and outcomes

Use what is available—and see what requires setup.

Availability labels distinguish shipped platform capabilities from controlled or provider-dependent workflows.

Available now

Mortgage CRM and work

Capture leads, manage pipelines, schedule appointments, coordinate Work Boards, collect forms, and run approved follow-up automations.

Controlled release

Production intelligence

Analyze funded production, pull-through, fallout, performance, forecasts, data quality, and source reconciliation.

Controlled release

Financial operations

Model profitability, commission plans and statements, budgets, P&L inputs, scenarios, and executive report packages.

Controlled release

Organization and talent

Set up companies, branches, teams, bankers, goals, recruiting, onboarding, and retention workflows.

The connected platform

CRM, Work Boards, automation, communications, forms, reporting, and AI—sharing context.

ClosePath organizes these functional categories in one workspace while source systems and professional decisions stay where they belong.

CRM

Contacts, opportunities, pipelines, appointments, and relationship history.

Work Boards

Tasks, owners, dates, dependencies, dashboards, and repeatable processes.

Forms

Public intake and internal information capture connected to workspace records.

Automation

Configured triggers and actions for routing, tasks, reminders, and follow-up.

Communications

Email, messaging, and calling when supported providers and senders are configured.

Reporting

Dashboards and reports based on the records and work your organization manages.

AI assistance

Drafting, summarization, building, and recommendations with appropriate human review.

From lead to funded

Connect relationship work to measured production.

ClosePath separates CRM activity from imported LOS authority while providing one place to understand the operational lifecycle.

  • Mortgage CRM, forms, tasks, and automations
  • Company, branch, team, and banker directory
  • Loan milestones, statuses, and fallout analysis
  • Data-quality review before reporting
From lead to fundedWorkspace view
1

Mortgage CRM, forms, tasks, and automations

2

Company, branch, team, and banker directory

3

Loan milestones, statuses, and fallout analysis

Financial command

Make performance explainable.

Authorized finance and commission teams can work from deterministic records rather than hidden estimates.

  • Revenue, expenses, and profitability
  • Versioned commission plans and statements
  • Budgets, P&L periods, and scenarios
  • Reconciled executive packages and alerts
Financial commandWorkspace view
1

Revenue, expenses, and profitability

2

Versioned commission plans and statements

3

Budgets, P&L periods, and scenarios

Connect your LOS

Choose an honest data path.

Operational CSV and synthetic evaluation are available. Customer-configured protocols require successful testing, mapping, authorized access, and—in some cases—approved external infrastructure.

  • CSV preview, validation, import, and rejection export
  • Generic HTTPS REST and signed webhook framework
  • Secure SFTP configuration requires an approved worker
  • Mapping queues never silently guess bankers or financial fields
Connect your LOSWorkspace view
1

CSV preview, validation, import, and rejection export

2

Generic HTTPS REST and signed webhook framework

3

Secure SFTP configuration requires an approved worker

Reporting and AI

Explain production, fallout, forecasts, and financial performance.

Mortgage Intelligence provides scoped dashboards, drill-downs, alerts, and executive packages. AI explanations use bounded approved reporting context and do not make credit or employment decisions.

  • Production and performance scorecards
  • Forecast, pull-through, and fallout analysis
  • Profitability, budgets, commissions, and statements
  • Executive Command Center and report packages
Replace disconnected tools

Consolidate functional categories—not regulated systems of record.

ClosePath can reduce handoffs among CRM, project management, forms, automation, communications, reporting, and AI assistance. It does not claim to replace an MLS, LOS, carrier system, court platform, trust-accounting system, payroll, or accounting ledger.

Disconnected

CRMWork BoardsFormsAutomationCommunicationsReportingAI assistance

With ClosePath

Shared records and workflow context

Your source systems remain authoritative. ClosePath keeps customer, work, and reporting activity connected around them.

Security and access

Give people the access their work requires.

Organization separation, authenticated workspaces, roles, permissions, scoped access, and audit history support controlled collaboration. ClosePath does not claim unverified regulatory certifications.

  • Organization boundariesCustomer workspaces and records are tenant-scoped.
  • Role-based accessPermissions determine available actions and views.
  • Provider controlsThird-party services require authorized configuration.
  • Human responsibilityYour organization retains professional review and legal obligations.
Built for the team

One operating view, shaped by each role.

Mortgage bankers and loan officers

Work leads, follow-up, goals, and authorized individual reporting.

Branch managers

Review permitted branch production, teams, goals, risks, and assignments.

Finance and commission teams

Manage authorized financial inputs, plans, calculations, approvals, and statements.

Executives

Review company performance, forecasts, profitability, alerts, and reporting packages.

Plan guidance

Start with Mortgage CRM; discuss controlled-release intelligence with sales.

Mortgage CRM has a public starter plan. Mortgage Intelligence remains access-controlled and requires an approved organization, explicit roles, authorized data, and configuration appropriate to the connection method.

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Product truth

What ClosePath does—and does not—provide.

  • ClosePath is not an LOS and does not perform underwriting, credit, eligibility, approval, or rate decisions.
  • The source LOS remains authoritative; CSV and synthetic testing are operational reporting inputs.
  • ICE Encompass, LendingPad, ARIVE, and MeridianLink are configuration-only and unverified without authorized credential testing.
  • REST and signed webhooks require customer-authorized endpoints, credentials, successful tests, and mappings; scheduled SFTP polling requires an approved external worker.
Frequently asked questions

Questions before you start.

Is Mortgage Intelligence available to every workspace?

No. It is a controlled-release area requiring an approved organization, explicit Mortgage roles, and company or branch scopes.

Does ClosePath connect to every LOS?

No. ClosePath supports operational CSV and customer-configured connection protocols, but each real provider connection must be authorized, configured, mapped, and successfully tested.

Can ClosePath calculate commissions?

Authorized teams can configure versioned plans, calculate from eligible reconciled records, route approvals, and generate statements. ClosePath does not provide payroll or money movement.

Does ClosePath make lending decisions?

No. ClosePath does not underwrite, determine eligibility, guarantee approval, or make credit or rate decisions.

Talk to sales

Plan a ClosePath workspace for your mortgage organization.

This existing enterprise inquiry flow is best for organizations with more than 50 users or custom implementation, security-review, or contractual needs.

Interested in
Mortgage + ClosePath

Connect the customer journey to the work that moves it forward.

Start with a practical workspace, then add the configured capabilities your team actually needs.

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