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.

How do I import my contacts from another CRM?

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.

How long does onboarding take?

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.

Can I customize my pipeline stages?

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.

How do I connect my lead sources?

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.

📱 Mobile App Setup

How do I download the Mobile app?

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+.

How do I enable push notifications?

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).

Does the app work offline?

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.

How do I set up biometric login?

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.

Can I make calls and texts from the app?

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.

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Pipeline & CRM

Managing deals, contacts, and your sales process.

📊 Pipeline Management

How do I add a new deal to my pipeline?

Click the + New Deal button at the top of your pipeline view. Enter the borrower’s name, email, phone, loan amount, and loan type. Select the starting stage and assign the deal to a loan officer (if on a team plan). The deal appears instantly in your pipeline and triggers any automation rules tied to that stage.

How do I move deals between stages?

On desktop, drag and drop deal cards between pipeline columns. On mobile, tap the deal → tap Move Stage → select the new stage. You can also use keyboard shortcuts (press M on a selected deal). Stage changes are logged in the deal timeline and can trigger automated actions like emails, texts, or task assignments.

What are stale deal alerts?

Stale deal alerts notify you when a deal hasn’t been updated or contacted within a time threshold you set per stage. Configure them in Settings → Pipeline → Stale Alerts. For example, set “Pre-Qualified” stage to 3 days — if no activity occurs within 3 days, you (and optionally your manager) receive a push notification and email.

Can I filter and sort my pipeline?

Yes. Use the filter bar above your pipeline to filter by stage, loan officer, lead source, loan type, date range, or deal value. You can also sort by newest, oldest, highest value, or most recently updated. Saved filters let you create custom views like “My hot leads this week” or “Stale deals over $300K” for quick access.

How do I track deal value and revenue projections?

Each deal has a Loan Amount and Commission % field. LoanPulse calculates projected commission automatically. Your pipeline summary shows total pipeline value, weighted forecast (based on stage probability), and projected monthly revenue. Access detailed forecasting in Reports → Revenue Forecast.

👤 Contacts & Communication

How do I view a contact’s full history?

Click any contact name to open their profile. You’ll see their complete timeline: every call, text, email, note, stage change, appointment, and document — all in chronological order. The profile also shows loan details, lead source, assigned officer, and tags. On mobile, tap the contact name from any screen for the same view.

Can I tag and segment my contacts?

Yes. Add custom tags to any contact (e.g., “VA eligible”, “first-time buyer”, “realtor referral”). Then use tags to filter your pipeline, build targeted automation sequences, or generate segmented reports. Go to Contacts → Tags to manage your tag library. Bulk-tagging is available via the contact list view.

How does the unified inbox work?

The inbox combines all SMS, email, and call log conversations into one stream. Each thread shows the full back-and-forth with a contact alongside their deal info. You can reply via any channel directly from the inbox. Unread indicators and priority flags help you focus on conversations that need attention first.

Can I add notes and documents to a contact?

Yes. Open any contact profile and click + Note to add text notes (also available via voice-to-text on mobile). For documents, click + Document to upload files. Supported formats include PDF, DOCX, JPG, and PNG. All notes and documents appear in the contact’s timeline and are searchable across your database.

How do I merge duplicate contacts?

Go to Contacts → Duplicates to see LoanPulse’s auto-detected duplicates (matched by email or phone). Click Review to compare records side by side, then choose which fields to keep. Click Merge to combine them into one record. All communication history from both records is preserved in the merged contact.

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Automation & Workflows

Setting up drip sequences, triggers, templates, and automated actions.

🔄 Workflows & Sequences

How do I create an automation workflow?

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.

What triggers are available?

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.

How do drip sequences work?

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.

Can I set up rate drop alert campaigns?

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.

How many automation workflows can I have?

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.

📝 Templates & Messaging

How do I create email and SMS templates?

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.

What merge fields are available?

Common merge fields inc