PipeKloud — Your LOS in the palm of your hand

01 — YOUR PIPELINE

Your entire pipeline, organized by the categories that matter.

Open the app and know your day instantly. Every loan is sorted into the categories you actually act on — no digging through a flat list to find what needs you next.

→Closing in 7 days, closing in 30 days — see what's coming due first
→Locks expiring, loans not in CTC within 10 days — the loans that need attention now
→Loans in process and your full "Show All" view, searchable by borrower

02 — KEY DATES & STATUS

Every milestone on every loan, live from your LOS.

Disclosures, locks, underwriting, appraisal, clear-to-close — the full status timeline for any loan, pulled straight from your LOS the moment it updates. Nothing typed in twice, nothing out of date.

→Current milestone and underwriting status at a glance
→Every key date tracked — disclosure sent and signed, lock date, lock expiration, estimated close
→Updated automatically — no calling processing to ask "where are we"

03 — LOAN DETAILS

Every loan detail, ready for whatever question comes in.

A borrower, realtor, or referral partner calls with a question — you have the answer before you hang up. Loan amount, rate, program, DTI, credit score, and more, all in one place.

→Loan ID, officer, amount, rate, and purchase price at a glance
→Program details — loan type, purpose, and product, down to the ARM structure
→Borrower financials — cash from borrower, income, DTI ratio, and credit score

04 — CONTACTS

Call, text, or email anyone on the loan, right from the app.

Borrower, coborrower, buyer agent, seller agent, title company, attorney — every contact tied to the loan has one-tap call, text, and email built in. No copying numbers into your phone, no leaving the app.

→One tap to call or text the borrower or coborrower directly
→Email any contact with a tap on their address
→Every party on the loan in one card — no more digging through old texts and emails

05 — NOTES

Your notes, and your processor's last update, side by side.

Keep your own quick notes on any loan — links and emails become clickable automatically — and share them with your team when it helps. See your processor's latest note on the file without a separate message thread.

→Jot a quick note on any loan; choose whether teammates can see it
→Read your processor's most recent comment right on the loan
→Alerts and overrides show up exactly where you're already looking

PipeKloud notes and appraisal information

PipeKloud borrower, co-borrower, and buyer agent contact details

06 — PROPERTY & APPRAISAL

Property, appraisal, and waiver status — without a single phone call.

Address, appraisal timeline, and waiver status are all sitting on the loan already. Jump straight to Maps or Zillow for the property, or check appraisal status before a borrower even asks.

→Full property address with one-tap links to Maps and Zillow
→Appraisal waiver status, order date, and received/approved dates
→Appraised value posted the moment it comes back

PipeKloud

Your LOS, wherever you are.

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

Get a demo See GoalKloud