Mortgage operations
MLO Workbench
Today
Client follow-up command center
Track open tasks, follow-ups due today, client queue status, property visits, offers, and the next action on each file.
Property Visits
Visited homes, visit dates, offer status, and next follow-up.
Product A provides educational guidance, readiness tracking, and workflow organization. It does not provide credit repair, legal advice, tax advice, or automated underwriting/approval decisions.
Pipeline Stage Counts
Quick count of how many clients are sitting in each stage.
Pipeline Stage Counts
Quick count of how many clients are sitting in each stage.
Client Follow-up Queue
Sorted by urgency, property activity, offer status, and next action.
Client Follow-up Queue
Sorted by urgency, property activity, offer status, and next action.
| Client | Attention | CRM Ready? | Area | Latest Property | Offer? | Why | Next Action | Loan Path |
|---|
Checkpoints are dated client tasks: missing documents, credit/income follow-ups, preapproval handoff, contract deadlines, and nurture reminders.
Partner queues are for realtor, referral, and relationship follow-up tied to active clients or opportunities. Product A v0.3 does not track referral fees, pay-per-lead compensation, or paid placement.
Partner analytics & relationship overview
Quick Intake
Create a useful record in under two minutes.
Prototype validation states
Required before save: phone or email, at least one desired area, licensed market, buyer type, and target timeline. Use Additional desired areas for backup towns/cities.
Settings
App setup
Configure account controls, product menus, source review, and safe data tools from one place.
Account / Company
Manage company identity, MLO profile details, onboarding rules, and workflow defaults.
Program Setup / Product Menu
Manage company and solo-user loan program availability before Loan Path uses it for guidance prompts.
Call Summary Export
Copyable MLO recap after intake/profile review: current fit, blocker, next action, and compliance caveats.
Data Boundary
Sample-data posture, scope limits, and export-road status for this build.
Backend Source Status
Supabase connection and sample backend records used by the MLO app.
Roles / RLS Test
Verify what each demo role can see through Supabase access controls.
Security / Audit Readiness
QA, training, legal, auth, audit, backup, and restore gates before real borrower data.
Export / Reset Tools
Backup, CRM handoff, sample reset, and beta output controls.
CRM/LOS export mapping is a beta handoff path, not a live Encompass integration. Exact customer/lender fields are onboarding-supplied requirements.
Program Source Status
Move source rows through review status while usable guidance remains blocked.