GOALKLOUD KLOUD SUITE PIPEKLOUD

Set the goal. Work the pipeline. Hit the number.

Goal management for loan officers

GoalKloud

Set the number. Chase it. Watch it move.

Set your production goals, track them against every closed loan in real time, and see exactly where you rank against the rest of the team.

Explore GoalKloud →
GoalKloud scoreboard ranking loan officers by units closed GoalKloud Set My Plan goal-setting screen

Your LOS, out of the office

PipeKloud

Powered by GoalKloud

The power of your LOS, in your hand.

Manage your full pipeline from anywhere, and call or text every contact on a loan — straight from your phone, no switching apps.

Explore PipeKloud →
PipeKloud pipeline overview showing loans in process and closing timelines PipeKloud contact details with one-tap call and text icons

One suite, two engines

How GoalKloud and PipeKloud work together

01

Set the goal

Type your income target and your ratios in GoalKloud — every sales action gets calculated for you.

02

Work the pipeline

Manage every loan in PipeKloud, call and text contacts on the go, and keep each file moving toward close.

03

Hit the number

Watch actuals close the gap against goal, automatically, and see how you stack up on the scoreboard.

GoalKloud

Know your number, every single day.

Type your desired income, your average loan size, and your conversion ratios into Set My Plan — GoalKloud calculates every sales action you need, down to the call. Then watch goal vs. actual update itself as loans move.

  • 01Funded #, funded $, apps, pulls, and leads — goal vs. actual, color-coded at a glance
  • 02Quarterly plans built from your own drivers, with seasonality built in
  • 03Compare this year's pace to last year's in one click
See the full GoalKloud page →
GoalKloud dashboard showing goal versus actual with color-coded percentage badges GoalKloud scoreboard ranking

PipeKloud

Everything about the loan, in your pocket.

Every milestone, every contact, every detail on a loan — synced from your LOS and available the second you open your phone. No more calling the office to ask where a file stands.

  • 01Key dates and status tracked automatically — disclosures, locks, appraisals, clear-to-close
  • 02Full loan details — amount, rate, program, DTI, and score — without calling processing
  • 03Property info with one-tap links to Maps and Zillow
See the full PipeKloud page →
PipeKloud key dates and status timeline PipeKloud loan details including amount, rate, and score PipeKloud property info with map and Zillow links

Kloud Suite

Ready to hit your number?

Set your goal in GoalKloud, work your pipeline in PipeKloud — see how the two work together as one system built for loan officers.

Start with GoalKloud Start with PipeKloud

Questions? Email Us or call us at 844-332-7090info@goalkloud.com