Sales software for mortgage branches.
Branch managers over loan officers, ranked on funded volume with applications and locks as the pace signals. Each branch's goal is set at the start of the month, each officer's target cascades from it, and Friday's recap says what has to fund to make it.
The number
Funded volume
Who
Regional → branch managers → loan officers.
A form they'd run
A pre-qualification intake with document uploads that opens the file on the officer's pipeline.
What runs on Sovereum.
Teams for the branch board. The OS for the application-to-fund pipeline. Forms for pre-qualification and document collection.
Teams
The board in your number, teams against their goals, the morning nudge, spiffs that close themselves, the Friday call.
MoreThe OS · opening next
Log a deal once; pipeline lanes, pace at every level, commissions from the record. Opening next; Teams and Forms are live today.
MoreForms
Intake, quotes and agreements rendered natively on your site or hosted in your brand, landing on the right rep's record.
More