Your Shop Desk
Purchase Mortgage · Custom Shop Desk CRM

A Custom CRM for Purchase Mortgage Loan Officers

For loan officers who win on referrals and on closing on time. Yours would keep house hunters warm for months, keep realtors in the loop and show every open condition before it holds up a closing.

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A Shop Desk set up the way a purchase mortgage business would run it
A Shop Desk set up the way a purchase mortgage business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Purchase Mortgage Words

Every purchase loan moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Pre Approval
  3. 03House Hunting
  4. 04Under Contract
  5. 05Processing
  6. 06Clear to Close
  7. 07Funded

A purchase loan on your desk hangs off the borrower and the property.

So the card asks for what you actually need, and nothing a purchase mortgage business would never fill in.

  • Pre approval amount
  • Loan type
  • Buyer's agent
  • Contract date
  • Closing date
  • Open conditions
Where it leaks

Where Purchase Mortgage Businesses Lose Work

Pre Approvals That Go Quiet

A buyer gets pre approved and then looks at houses for months. If you go quiet too, they use the lender the listing agent suggests.

Realtors Left Guessing

The buyer's agent keeps calling to ask where the loan is. When they are left guessing, they send the next buyer to someone else.

Conditions Found Too Late

An underwriting condition sits unanswered until the week of closing. The closing slips and everyone remembers who was late.

What we would build

Fitted to How You Already Work

  • Steady Contact for House Hunters

    Pre approved buyers get check ins on a schedule you pick until they go under contract. You see who is still shopping at a glance.

  • A Status Page for the Realtor

    With the borrower's okay, the buyer's agent gets a simple page showing the milestone the loan is at. You decide what shows and what stays private.

  • Conditions Checklist Before Closing

    Every loan lists the open conditions and who owes what. The borrower uploads from their phone and the board shows what is still holding.

  • Consent and Opt Outs Set With You

    We set up consent, opt outs and who on your team sees what with you. Your processor sees the file and a new hire sees only their leads.

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Questions

What Purchase Mortgage Owners Ask

Can realtors see where the loan is?
Yes, if the borrower agrees. We set up a page that shows the milestone, not the financials. You pick what the agent can see.
Does it replace my loan origination system?
No. The loan still lives in the system you use to process and close it. The desk handles leads, follow up, partner updates and the borrower's to do list.
Can it keep in touch with buyers who aren't ready yet?
Yes. You set the pace, like every two weeks while house hunting. The desk keeps it going and shows you who replied.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Purchase Mortgage Business Runs

We will tell you honestly what a desk fitted to it would take.

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