Compare the options.
Review sample quotes, itemized fees, and estimated cash to close. Keep the loan details behind each saved quote.
The Orbit workspace
Run the loan.
Keep the relationship.
A connected working day for owners, loan officers, and processors.
01 / Build the relationship
Every conversation
has a next step.
Capture inquiries and realtor referrals, assign follow-ups, and carry the borrower’s details into the loan application.
- Round-robin routing refills open slots when leads convert, go on hold, are archived, or opt out. Matching opt-outs trigger routing checks only in affected campaigns.
- Page through open, assigned, overdue, and held leads. Claim a shared lead and open its work history from Lead Inbox.
- Due and upcoming callbacks across campaigns, with configurable retry times
- Open, switch, or refresh campaigns to see current owners, callbacks, and loan milestones
- Manager reporting and an overdue queue for promised callbacks
- Review campaign CSV duplicates before import, then assign leads in bulk and see the affected queue update in place
- Search existing borrowers and realtors directly from New Lead and Edit Loan
- Browse contact history and linked loans, preview duplicate contacts before CSV import, and export the contacts your role can access
- Search realtor partners and open the referrals, submitted 1003s, and funded loans behind each conversion count.
- Search and page through past clients, review anniversary and rate-watch follow-ups, and open a linked repeat 1003.
02 / Welcome the borrower
A clear path
through the paperwork.
Borrowers can save their application, then check milestones, document requests, and shared quotes after submitting. If the loan team requests a correction, the same link opens the saved answers.
Realtors see their latest milestones and can browse earlier referrals. Private notes stay with the loan team.
03 / Move the file forward
The details behind
a confident handoff.
Give every condition an owner.
Manage the loan officer and processor from the selected file. Replacing a processor on an active handoff keeps its notes and deadline. Follow the file through mock condition clearance.
04 / Run the brokerage
See the number.
Open the story behind it.
Loan officers and admins start in Today. Processors open their assigned queue.
Owner dashboards
Track funding, lead conversion, and team workload. Browse paged pipeline boards and lists with totals across matching loans.
Team priorities
Require second 1003 approval before processing or mock UWM submission. See which files need a reviewer, a decision, or resubmission in the manager queue.
Financial visibility
Track compensation, receipts, expenses, and estimated margin alongside your loans.
The rest of the working day
Context travels
with the work.
Shared conversations
Open shared conversations and keep team notes with the relationship. Page through borrower and realtor milestone drafts, preview the current recipient, and track which messages were copied.
Calendar and team coverage
Keep callbacks and deadlines moving while a teammate is away. Give a backup the work due during coverage.
Workspace search
Find loans by borrower, property, or lender reference. Processors can find documents and conversations for their assigned files.
Reviews and exceptions
Page through callbacks, document deadlines, mock lender alerts, and completed work. Managers can open overdue or unassigned work directly, then reassign it without losing the original deadline.
Consistent follow-up
See who received each imported lead and move from a connected call into a prefilled 1003. Recover interrupted callbacks and schedule mock document reminders.
Pipeline migration
Map owners and carry callback history. Open the current lead, loan, or task evidence from an import receipt. Download a cutover handoff with open checks and reviewer attribution.
Who is OrbitLOS built for?
Independent wholesale mortgage brokers, from individual loan officers to teams with dedicated processors and managers.
What does Orbit bring together?
Lead follow-up, borrower applications, loan processing, team priorities, and business reporting. Your team shares the record and keeps ownership clear.
What will I see in a demo?
Follow a loan from first contact through closing, then explore the owner, loan officer, and processor views. Demos use fictional records, sample pricing, and simulated lender activity.
How does migration work?
Preview your CRM import, map fields and owners, and review duplicates before bringing records into Orbit. We’ll walk through the process with your team.
What does OrbitLOS cost?
Request a demo to discuss pricing for your team and the workflows you need.
How should we prepare?
Bring the people who manage your pipeline and a few examples of where work slows down. We’ll provide the sample loan records.