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OrbitLOS

Loan origination and CRM for mortgage brokers

Take a lead to closing. Keep the relationship.

OrbitLOS brings referrals, applications, pricing, loan processing, and client follow-up into one workspace for independent wholesale mortgage brokers.

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Sample Orbit loan overview
Orbit pipeline · demo preview

Loan overview

Purchase loanSample file
ApplicationProcessingUnderwriting
Borrower applicationSubmittedLO follow-up created
UWM lender statusApproved with conditions2 conditions open · mock sync

The broker workflow

Manage the loan and the relationship in one place.

Referrals and relationships

Give realtors a referral link, see which referrals turn into loans, and keep in touch with past clients after closing.

Borrower applications and documents

Start a 1003 from a lead. Borrowers can save and resume, check their status, and respond to document requests.

Pipeline, pricing, and closing

Assign work, compare sample pricing, and track what still needs to happen before closing.

Lender conditions

Try the mock UWM workflow from document request and review through delivery and lender clearance.

See how the workflow fits together

Lender integrations

UWM is the first integration we’re building.

The demo brings mock submissions, pipeline sync, and conditions into the loan record. See where Easy Qualifier pricing fits and what needs a live connection.

Explore integrations