Know Exactly What’s Working — and What’s Costing You Deals
LoanPulse gives you real-time visibility into every metric that matters: pipeline health, lead sources, conversion rates, team performance, and revenue projections — all in one dashboard you’ll actually use.
Stop Guessing. Start Growing.
Most loan brokers make decisions based on gut feel — not data. That’s how you end up overspending on bad lead sources and missing the opportunities hiding in your own pipeline.
Flying Blind
- No idea which lead sources actually produce closings
- Can’t tell why deals stall or where they drop off
- Team performance tracked in spreadsheets (or not at all)
- Revenue projections are educated guesses at best
- End-of-month surprises — good or bad
Data-Driven Decisions
- ROI per lead source — know exactly where to invest
- Funnel visualization shows exactly where deals die
- Per-agent dashboards with conversion benchmarks
- Real-time revenue forecasting based on pipeline
- Weekly automated reports delivered to your inbox
Your Command Center — at a Glance
Six report categories, one unified dashboard. Everything updates in real time — no manual data pulls, no CSV exports, no waiting until month-end.
Pipeline Health
Total pipeline value, deal count by stage, velocity metrics, and stale deal alerts — your entire book of business in one view.
Lead Source ROI
Track cost per lead, cost per closing, and conversion rate for every source — Zillow, LendingTree, referrals, ads, and more.
Conversion Funnel
Visualize where leads drop off at each pipeline stage. Pinpoint bottlenecks and fix leaks in your process.
Team Performance
Per-agent metrics: leads handled, response time, close rate, revenue generated, and review score. Spot your MVPs.
Revenue Forecasting
AI-powered projections based on your pipeline, historical close rates, and seasonal trends. Plan with confidence.
Automated Reports
Weekly and monthly summaries delivered to your inbox. Share with partners, lenders, or your management team.
See Your Entire Pipeline in Real Time
No more tallying up deals in a spreadsheet. LoanPulse automatically tracks every loan from first touch to funding — with live pipeline value, deal velocity, and stage-by-stage conversion rates that update as you work.
- Total pipeline value with breakdown by stage
- Average days-in-stage to identify bottlenecks
- Stale deal alerts — flag leads going cold before it’s too late
- Projected monthly close volume based on pipeline health
- Historical trend comparison — this month vs. last 3 months
32 days
14.2%
3 flagged
Know Exactly Which Lead Sources Pay Off
You’re spending money on Zillow, Google Ads, LendingTree, and more. But which sources actually produce funded deals — and which are burning cash? LoanPulse tracks ROI from click to closing so you can invest with confidence.
- Automatic source attribution for every lead
- Cost per lead vs. cost per funded deal per source
- Conversion rate by source — from lead to closing
- Average loan size and commission by source
- Monthly spend tracking with ROI multiplier
Find — and Fix — the Leaks in Your Process
Every loan pipeline has a weak spot. LoanPulse’s funnel analysis shows you exactly where leads drop off — so you can take targeted action to plug leaks and improve conversions at every stage.
- Stage-by-stage drop-off rates with visual funnel
- Time-in-stage analysis to spot slow transitions
- Lost deal reasons — categorized and tracked over time
- Comparison view: this month vs. last quarter vs. last year
- Actionable recommendations based on your funnel patterns