Product
One workspace from referral to repeat business.
Work a loan from the first conversation through closing. Keep the borrower, realtor, team, and lender activity connected to the same file.
Review before sharing
Start with the facts already in the file.
Prepare a condition response from the lender request and document review, or draft a realtor update from the current milestone. Edit the message before copying it. Orbit also shows the observed rate and target behind a past-client follow-up.
From lead to closing
How a loan moves through Orbit
Use the board to see where loans stand, switch to the list to filter your pipeline, or work directly from your task queue.
Bring in the lead
Route website quote requests and realtor referrals into a shared inbox. Log outreach and work follow-ups before converting a lead into a prefilled 1003 with its history attached.
Collect and review the 1003
Share an application the borrower can save and resume. Request corrections, compare versions, and see the application and document checklist together before handing off the file.
Price and compare sample quotes
Compare sample conventional, DSCR, and bank statement options. Prepare itemized fees and estimated cash to close, then share a side-by-side view with the borrower.
Work conditions and prepare for closing
The loan officer and processor can work the same file and see who has the next step. Track document delivery and lender clearance separately, and record signing, closing, and funding.
Keep the relationship after closing
Use a shared contact history to start a repeat loan. See which referrals reached funding, log outreach, and plan follow-ups using closing anniversaries and rate-watch targets.
Brokerage management
Bring over your pipeline and see where it stands.
In the fictional pilot, admins can map a CRM export, review matching contacts, and bring open leads, owners, notes, and tasks into Orbit. Managers can save reports on lead response, 1003 conversion, and projected and recorded funding, with links to the files behind the numbers.