See every deal in progress — and exactly what it's waiting on.
The pipeline shows each lead as a card on a board, by stage. Moving a lead runs that stage's rules — creating tasks, sending emails and checking that nothing required was skipped.
Step by step
- Capture the enquiryFrom a quick quote, a broker submission, a website form or a phone call.
- Move it through your stagesNew inquiry, documents requested, underwriting, commitment sent, fee received — your stages, your names.
- Let the stage do the workEach stage can create a follow-up task or send a templated email, and warns if a required step was skipped.
- Win or record why notA funded deal becomes a loan; a lost one records the reason so you can see patterns.
What changes
- Nothing waits silently in someone's inbox
- Consistent follow-up on every deal
- Know which brokers and sources convert
Used by
- Business development
- Mortgage agents
- Owners and managers
Capabilities
Board and list views
Drag cards between stages, or filter and sort the list.
Stage rules
Automatic tasks and emails when a lead enters a stage.
Lost reasons
LTV too high, rate or terms, no response — reported over time.
Pipeline value
Total loan amount by stage on the dashboard.
Broker and source tracking
Which brokers and channels send you the deals that fund.
Conversion reporting
Lead-to-deal conversion over any period.
Questions about lead pipeline
Can we change the pipeline stages?
Yes. Stages, their order and the rules that run on each are set in Settings.
Works together with
Quick quote
Rate-sheet pricing by position, property type and LTV band, combined LTV for second mortgages, lender and broker fees and the net advance to the borrower.
Learn more →Underwriting & approvals
Underwriting files with a risk scorecard, approval memo, conditions, approval limits by role and credit-committee decisions for private mortgage lenders.
Learn more →Reports & dashboards
A live dashboard and over 40 reports — maturities, payments, arrears, lender positions, capital, fee income, T5, financial statements — plus a custom report builder.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.