Goal management for loan officers

GoalKloud

Set the number, break it into a real plan, and watch it update itself — all the way down to where you rank against the rest of the team.

01 — GETTING STARTED

Set your annual goal in three steps.

No spreadsheets, no guesswork. Tell GoalKloud what you want to earn, and it works backward to the exact activity that gets you there.

  1. 1

    Type your drivers

    Desired income, average loan amount, and your conversion ratios — app-to-fund, pull-to-app, lead-to-pull.

  2. 2

    Review your calculated plan

    Everything else is calculated for you: funded #, funded $, applications, credit pulls, leads, and the exact sales actions needed to hit them.

  3. 3

    Save your plan

    Lock it in for the year and start tracking goal vs. actual immediately — or compare it against last year first.

GoalKloud Set My Plan — Step 1, entering your drivers Save Plan button in GoalKloud
02 — SEASONALITY

Broken out by quarterly seasonality — not just divided by four.

Purchase season doesn't split your year evenly, so your goal shouldn't either. Set a seasonality weight for each quarter and GoalKloud redistributes every number underneath it — funded $, applications, credit pulls, leads, and sales actions — automatically.

  • →Weight each quarter by percentage; GoalKloud checks that your weights always total 100%
  • →Every metric recalculates per quarter the moment you change a weight
  • →Switch between Goals and Actuals to see the same quarterly breakout against real results
GoalKloud quarterly seasonality breakdown showing Q1, Q2, Q3 goals
03 — LIVE TRACKING

Production numbers, updated instantly from your LOS.

The moment a loan moves in your LOS, your actuals move in GoalKloud. Funded #, funded $, apps, pulls, and leads are all tracked automatically and color-coded against goal — no manual entry, ever.

  • →Green means you're ahead of pace, gold means you're close, red means it needs attention
  • →Filter by month, quarter, or year to see pace at any point in time
  • →Switch between your own view and a manager's view of the whole team
GoalKloud dashboard with goal versus actual and color-coded percentage badges
04 — COMPETITION

See exactly where you stand — and compete to move up.

The Scoreboard ranks every loan officer on your team, live, by whatever metric matters most. Pick a metric, pick a scope, and see who's closing the gap on goal.

  • →Rank by funded #, funded $, or any metric you track toward goal
  • →Scope the board to your team, your office, or the whole company
  • →Challenge a teammate directly with Compete
GoalKloud Scoreboard ranking loan officers with a Compete button

GoalKloud

Know your number. Every single day.

See how GoalKloud pairs with PipeKloud to take you from goal to close.

Get a demo See PipeKloud