The operating system for independent mortgage brokerages
Every extra system is one more place for loans to stall, documents to slip, and borrowers to lose confidence. PipelineSteady runs every stage of the loan, lead to closing to the next referral, from one place.
Built specifically for independent mortgage brokers
Why PipelineSteady
You're not comparing mortgage apps. You're deciding whether to keep running your brokerage across a dozen logins that don't talk to each other, or from one operating system that does.
The operating system
From the first hello to the referral it earns, a file never leaves PipelineSteady. Here is the whole path, and where the platform does the work.
Click through the live demo, no sign-up.
We build and host your branded site, get you cited by AI search, and turn open houses into QR leads. Every lead lands in your dashboard as a record, not a sticky note.
One question at a time, or borrowers drop their documents and it fills itself in. About ten minutes on a phone, and the file lands in your pipeline with a secure portal already open.
One secure link, photos from a phone, an encrypted vault. Every upload is read on arrival into one organized chart, and the borrower's DTI recalculates live.
Loans by stage with document progress and stalled-file alerts. Consults, appraisals, and closings on one calendar; assistants scoped to a single file.
Every loan type carries its own needs list. Accept or ask again in one click, and reminders go out by text and email on their own, consent-aware.
Key dates live on the file, and advancing a stage sends the borrower and agent a plain-language update that instant. The day it funds, a review request goes out while everyone is happiest.
Agents follow shared deals in their own hub, and funded clients roll into retention automatically: equity, rate moves, and the exact day to reach back out.
The difference
Send one secure link. The borrower snaps a photo from their phone and it lands in an encrypted vault only your team can open. The moment a document lands, it's read for you: income, employer, balances, and dates get pulled into one organized chart, and the borrower's DTI updates live. Like a processor working the file the second the paper arrives, no re-keying, no reading every page.
Why it works
There is one loan record. You run it from your dashboard, your borrower follows it from their portal, your agent partner watches it from theirs. Update it once and everyone already knows, so nobody calls to ask where things stand.
Your whole day in one tab: every loan by stage, every borrower, every document, your calendar, your messages. Move a file forward and everyone is updated automatically.
Open the demo dashboard →A secure link, no app or password. They upload documents from their phone, watch a live milestone tracker, and always know exactly what's left.
See the borrower view →Shared clients with live milestones, pre-approval letters capped by you, and co-marketing tools. Agents stay loyal to the lender who never leaves them guessing.
Tour the agent hub →Built for regulated lending
Your borrowers' financial information is stored in its own encrypted system, kept apart from everything else, and every view of it is logged. Compliance is the floor here, not an afterthought bolted on later.
More under the hood
Beneath the workflow sit the deeper engines: AI that reads every document for you, a growth stack that keeps your pipeline full, and lead capture that turns open houses into clients. Each one has a page of its own.
The encrypted vault that reads every upload into an organized chart and tracks DTI as documents arrive.
See the vault →AI search visibility, a social studio for Facebook and Instagram, and retention alerts that surface your next loan.
Explore growth →Co-branded QR sign-in that captures every visitor at the door and retargets them, mirrored to both dashboards.
See how it works →Pricing
Replaces your POS, CRM, website, booking, social, and a chunk of your lead spend. Pick what matches how you work.
We don't just hand you a login and a help document. Our team maps your custom domain, customizes your five-minute guided application to your specific state licenses, and schedules a live one-on-one team walkthrough so your assistants are trained on the platform before you launch. You go live ready, not configuring software for a month.
Invited by your loan officer, at no cost.
GEO needs a real, hosted site, so it comes included with Realtor Core rather than as a bolt-on. Every other engine (social, Retention Intelligence, the Open House Lead Engine) bolts onto any paid realtor plan.
Optional add-ons, like the AI virtual assistant, white-label branding, and extra seats, live in a built-in App Store inside your dashboard. Customize to your needs whenever you're ready.
A one-time setup fee applies to Originator and Team (shown above) and is waived with annual billing. Annual plans pay 10 months (2 free). No appraisal or credit fees collected here, those stay in your LOS.
Questions, answered
Everything a producer asks before switching. Still curious? Start a free trial, no sales call required.
No waiting around
Sign up yourself in minutes, no sales call required. Finish onboarding and we'll have your site, portal, and dashboard up and running within 24 to 48 hours.
AI assistant, it can make mistakes. Please do not share personal financial details here.