For the owner
See the business behind the pipeline.
Funding, conversion, workload, and financials. Open the records behind the numbers.
Explore the workflowBuilt for mortgage brokers
Every loan.
Every relationship.
In Orbit.
Your brokerage.
Working together.
From the first conversation to the next closing. One workspace for your clients, your files, and your team.
Your workspace, connected OrbitLOS / Pipeline
One relationship. Every stage.
- 01Lead
- 02Application
- 03Processing
- 04Closing
- 05Repeat business
A shared view. A clear next step.
Built around the people
who move a loan forward.
For the loan officer
Know who needs you next.
Leads, conversations, deadlines, and past clients in a connected daily workspace.
Explore the workflowFor the processor
Keep every handoff moving.
Work assigned files, conditions, and closing checklists with a clear owner for each step.
Explore the workflowFrom application to closing
Less chasing.
More clarity.
Know what’s missing, who owns it, and what happens next. Keep document requests, processing handoffs, and lender conditions connected to the file.
Follow the loan
Conversations with context
Keep contact history, internal notes, and the next follow-up together.
Deadlines in view
See appointments, callbacks, document dates, and closing work.
Find it. Act on it.
Find a contact, loan, or task and pick up where you left off.
Beyond the closing
The loan closes.
The relationship continues.
Keep referral history, past-client follow-ups, and the next opportunity connected. Give returning borrowers a familiar start on their next loan.
Build the next relationshipFrom quote to closing
Keep the lender work with the loan.
Bring quote comparisons, conditions, document requests, and closing milestones into the same file.