Per loan: borrower, property, loan type (conv, FHA, VA, jumbo), amount, LTV, current stage (app → processing → underwriting → CTC → closing). Required doc checklist (W-2s, pay stubs, bank stmts, tax returns, purchase contract). Milestone tracking (app date, LE, appraisal ordered, CTC, close). Referral source + commission tracking. For solo brokers + 1-5 LO teams.
Kanban of all active loans by stage: app → processing → underwriting → CTC → closing → funded. Drag to move. Per-card: borrower, property, loan amount, days in stage. Stall alerts on loans stuck > 14 days.
Per loan type: required docs auto-populated. W-2s (2 years), pay stubs (30 days), bank stmts (2 months), tax returns (2 years), purchase contract, ID. Borrower portal for upload. You see missing docs at a glance.
App date, LE (Loan Estimate) issued, appraisal ordered + received, underwriting submitted, CTC (Clear to Close), close date, funded. TRID + QM compliance dates calculated from milestones. Miss a deadline and borrower has to re-disclose — automate the dates.
Per referral partner (realtor, builder, past client, Zillow lead): loans referred, converted, $ volume. See which realtor actually sends quality leads vs who asks for reciprocation without sending.
Per loan: YSP + processing fee + broker comp. LO split (if team). Monthly commission report. 1099 prep data. Paid vs pending at each close.
Flask + session auth. Your borrower list, referral source data, commission history stay yours. Not aggregated by an LOS vendor for industry reports.
Hosted plans are early-access. Self-host today; email tim@dangercorn.net to join the waitlist.
mortgagedesk is one of 220+ verticals scaffolded from the same template. Each gets a working skeleton for free; individual ones get promoted to full products as demand surfaces.