How Can We Help?

Visit loanpulse.com/signup and enter your name, email, and company name. You’ll receive a confirmation email within 60 seconds. Click the link to activate your account and you’ll be guided through our 5-minute onboarding wizard that configures your pipeline, imports contacts, and sets up your first automation sequence.

Go to Settings → Import and upload a CSV file. LoanPulse automatically maps common fields (name, email, phone, loan amount, stage). For Salesforce, HubSpot, and Velocify imports, we offer direct API migration — contact support and we’ll handle it for free. Most imports complete in under 5 minutes for up to 10,000 contacts.

Self-serve onboarding takes about 15 minutes. If you’d like done-for-you setup (included free on every plan), our onboarding team will schedule a 30-minute call to configure your pipeline stages, import contacts, build your first automation sequences, and connect your lead sources. Most customers are fully operational within 24 hours.

Yes. Go to Settings → Pipeline to add, rename, reorder, or remove stages. LoanPulse comes pre-configured with mortgage-specific stages (New Lead, Pre-Qualified, Application, Processing, Underwriting, Clear to Close, Funded), but you can modify them to match your exact workflow. Changes apply instantly across desktop and mobile.

Navigate to Settings → Integrations → Lead Sources. LoanPulse integrates with Zillow, LendingTree, Bankrate, Google Ads, Facebook Leads, and custom webhooks. Each integration includes step-by-step setup instructions. Once connected, new leads flow directly into your pipeline and trigger your assigned automation sequence automatically.

Search “LoanPulse” in the App Store (iOS) or Google Play (Android). Download the app and sign in with your existing LoanPulse credentials. Your pipeline, contacts, and settings sync automatically. The app is under 50MB and supports iOS 15+ and Android 12+.

On first launch, the app will ask for notification permission — tap Allow. If you missed this, go to your phone’s Settings → Notifications → LoanPulse and enable them. Inside the app, go to Settings → Notifications to customize which alerts you receive (new leads, appointments, stale deals, reviews, team mentions).

Yes. LoanPulse caches your contacts, pipeline, notes, and recent activity on your device. When you lose signal, you can still view and edit this data. Changes sync automatically when you’re back online — no manual action needed. Offline mode works for viewing and editing; creating new leads requires an active connection.

Open the app and go to Settings → Security → Biometric Login. Toggle on Face ID (iPhone), Touch ID (older iPhone/iPad), or fingerprint (Android). You’ll be asked to verify with your password once, then biometric login is active. The app also supports automatic session timeout after 15 minutes of inactivity for security.

Yes. Tap any contact to call, text, or email. Calls use your phone’s native dialer but are automatically logged in LoanPulse with duration and timestamp. SMS messages are sent through LoanPulse’s built-in messaging system so they’re tracked in the contact’s communication history. Templates auto-populate based on the lead’s pipeline stage.

Go to Automation → Workflows → + New Workflow. Choose a trigger (e.g., “new lead added”, “stage changed”, “tag applied”), then add actions (send email, send SMS, wait X days, assign task, move stage). The visual builder lets you drag and drop steps, add conditions (if/then branching), and preview the sequence before activating.

Available triggers include: new lead created, deal stage changed, tag added/removed, form submitted, appointment scheduled, appointment completed, deal value changed, contact birthday, loan anniversary, inactivity timer (no contact for X days), and webhook received. Pro and Enterprise plans also support custom API triggers.

A drip sequence sends a series of messages over time. Create one in Automation → Sequences. Define each step (email or SMS), set the delay between steps (hours or days), and choose when to stop (stage change, reply received, or manual removal). Contacts are automatically enrolled based on triggers you define.

Yes (Pro and Enterprise plans). Go to Automation → Rate Alerts. Set a rate threshold (e.g., 6.50% for 30-year fixed). When rates cross that threshold, LoanPulse automatically identifies contacts in your database who could benefit from refinancing and sends them a personalized SMS and email campaign with estimated savings.

Starter plan includes 3 active workflows. Pro and Enterprise plans include unlimited workflows. There’s no limit on the number of steps per workflow or the number of contacts that can be enrolled. You can pause, duplicate, or archive workflows at any time without losing historical data.

Go to Automation → Templates and click + New Template. Choose email or SMS, write your content, and insert merge fields (borrower name, loan amount, officer name, etc.) using the {{ }} syntax. Save the template and it’s available across all workflows, manual sends, and mobile quick-replies.

Common merge fields include: {{first_name}}, {{last_name}}, {{loan_amount}}, {{loan_type}}, {{property_address}}, {{officer_name}}, {{officer_phone}}, {{stage_name}}, and {{company_name}}. Custom fields you create on contacts are also available as merge fields.

Yes. When composing an email or SMS (manual or automated), click the clock icon next to the send button to schedule for a specific date and time. LoanPulse also has smart send-time optimization that can automatically deliver messages during business hours in the contact’s local time zone.

Yes. LoanPulse includes a template library with 50+ pre-written email and SMS templates for every pipeline stage: first contact, pre-qualification follow-up, application received, processing update, closing prep, post-closing thank you, review requests, and referral asks. You can use them as-is or customize to match your voice.

LoanPulse includes built-in compliance features: opt-in tracking for every contact, automatic opt-out handling (reply STOP), send-time restrictions (8 AM – 9 PM in the contact’s timezone), and a DNC list check. All compliance records are logged for audit purposes. We recommend reviewing our TCPA Compliance Checklist for best practices.