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Terms of Service & User Agreement
Please read and accept before continuing
LMI PROSPECT FINDER / LOOPENTA
TERMS OF SERVICE AND USER AGREEMENT
Version 1.0
1. ACCEPTANCE OF TERMS
By accessing or using Loopenta ("the Platform"), you agree to be bound by these Terms of Service. If you do not agree, do not use the Platform.
2. AUTHORIZED USE
The Platform is licensed for use by authorized mortgage professionals and financial institution employees only. You may not share your credentials or permit unauthorized access.
3. DATA PRIVACY AND CONFIDENTIALITY
You agree to handle all borrower and customer data in accordance with applicable federal and state privacy laws including GLBA, CCPA, and your institution's data policies.
4. CUSTOMER INFORMATION
You acknowledge that customer PII entered into the Platform is transmitted over encrypted connections (TLS) and stored in access-controlled, tenant-isolated cloud infrastructure with encryption at rest provided by our datastore. You are responsible for obtaining proper consent from customers before entering their information.
5. INTELLECTUAL PROPERTY
The Platform, including all features, designs, and content, is the exclusive property of Loopenta. Unauthorized reproduction or distribution is prohibited.
6. ACCEPTABLE USE
You agree not to use the Platform for any unlawful purpose, to misrepresent data, or to violate any applicable mortgage lending regulations including RESPA, ECOA, and CRA guidelines.
7. TERMINATION
Access may be terminated at any time for violation of these terms. All data will be retained per applicable regulations.
8. LIMITATION OF LIABILITY
The Platform is provided "as is." We are not liable for any damages arising from your use of the Platform.
9. GOVERNING LAW
These terms are governed by the laws of the State of California.
10. CONTACT
Questions: admin@lmitool.com
By typing your name and clicking "I Agree," you are providing a legally binding digital signature confirming you have read, understood, and agree to these terms.
Built by a mortgage pro · One platform, four sides
Every deal has four sides.Now they finally share one loop.
Finally, a CRM that connects your entire transaction ecosystem without the usual security tradeoffs. Whether it's your loan team, realtors, or title partners, you set the rules for who sees what. Your data is yours alone, and information flows only with explicit client permission and strict policy adherence. Every share is automatically logged and compliance-checked, giving you peace of mind throughout the entire closing process.
Built by a mortgage pro · Not by a software company
Every deal has four sides. Now they finally share one loop.
Everyone stays in the loop — by the rules you set. The Realtor, the loan advisor, the title desk and leadership each keep their own data: your data belongs to your company, or to you; by default nothing is shared, and information moves only with your company's policy and the client's permission. Every share is logged.
Why Loopenta exists
A deal isn't a line. It's a loop.
Every deal passes through the same four hands — Realtor, loan advisor, title & escrow, leadership. Everyone can be kept in the loop — but only by the rules you set: each keeps their own data, by default nothing is shared, and information moves only with your company's policy and the client's permission. Every share is logged. Pick your side below to see how.
Which side of the deal are you on?
Pick your role for the full story — what it does, what it costs, and how to start.
Every morning Loopenta tells you exactly who to touch today — with the text and email already written. Tap, send, done. Log the outcome in one tap and the next follow-up schedules itself. Nobody falls through the cracks again.
The usual way: CRMs that take 8–10 hours to learn, charge $69–$899/month, lock you into 6–12-month contracts, and keep your contacts when you leave. 90% of agents stop using them. Your leads die on paper sign-in sheets and in your inbox.
The Open House Kit: type an address, get a QR sign-in page, a print-ready flyer and a social caption in under a minute. Every visitor who scans becomes a contact — with tonight's follow-up message already drafted. The seller leads flag themselves.
Yours forever: month-to-month, export everything in one tap, free during early access. Your sphere is your retirement plan — stop renting it.
📋 Today · 3 to touch
Jenna Morales3d overdue
🏠 Buyer · Pre-approved, wants Clovis schools
Hi Jenna! A few new homes just hit the market that made me think of your search — want me to send the ones worth a look? — Alex
📋 Copy & Text✓ Done — log it
Marcus & Dee AllenHAS HOME TO SELL
Signed in at your Maple Ave open house · message ready
Your actual morning: messages written, one tap to send, next touch scheduled.
🏦 For Home Loan Advisors · Live
Find LMI borrowers. Close compliantly. Automatically.
Loopenta finds low-to-moderate-income borrowers and neighborhoods by ZIP and census tract, qualifies them against real AMI data, and moves them through your pipeline — while outbound messages are consent-checked before they send and your CRA record writes itself.
The usual way: FFIEC lookups in one tab, a generic CRM in another, consent tracked in spreadsheets — and a panic before every exam.
The realtor network is built in: your agent partners get their own free CRM and send you pre-qual-ready buyers inside the same system. Their open-house leads become your referrals.
Exam day: one click builds the Defense Packet — every touch, every consent, logged and timestamped.
Deal Pipeline · $16.5M
LEAD · 7
Marcus W. $289k LMI ✓
PROCESSING · 7
Wm. Webb $320k LMI ✓
FUNDED · 21
Priya R. $337k 🎉
✓ CRA activity logged automatically · consent verified on 35 of 35 outbound messages
Prospect → pipeline → funded, with the compliance record building itself underneath.
📜 For Title & Escrow · Coming soon
Stop chasing status. Join the deal where it lives.
The lender and the realtor are already coordinating in Loopenta. The title desk is next: each party keeps its own closing record, milestone status reaches a partner only with the client's permission and is logged, plus order intake straight from the pipeline and a network of pros who already work together.
The usual way: status-update phone tag, three versions of the truth, and orders that arrive as email attachments.
We're building this with our early title partners — request early access and shape it.
3472 E Maple Ave · Order #2381
✅ Open — order received from pipeline · auto
✅ Title search — clear · Tue
🔵 Docs out — lender + agent notified · today
○ Closing — Friday 10am · all parties confirmed
🚧 In development with early partners
One timeline. Zero status calls. Everyone already notified.
🛡️ For Admin & Leadership · Live
Community lending you can measure. An audit trail you can stand on.
See the whole team's pipeline, activity and CRA performance in real time. Route leads, enforce follow-up, and know — not hope — that outbound messages are consent-checked before they send.
The usual way: quarterly spreadsheet archaeology before board meetings, and discovering compliance gaps during the exam instead of before it.
When the examiner calls: the Defense Packet is one click — every record sealed, dated, attributable. That's the difference between an exam and an ordeal.
Still stuck? Use one of the backup codes you saved at enrollment (format XXXXX-XXXXX). If you have none left, contact your account admin to reset your MFA — they'll verify your identity first.
Home
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—
User
Navigate
Good morning, there
Here's your overview for today
—Ready
Compliance posture
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Open obligations
A couple of quick wins to stay spotless.
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Recent activity
Your latest logged work, newest first.
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My Scorecard
Performance overview
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Enter a ZIP Code to Check LMI Status
Live Census Bureau data — works for any ZIP code in the US.
Enter a borrower's income to check LMI eligibility and max home price
💰 Borrower Income Qualifier
✏️ Editing saved borrower — save will replace existing record
Properties
Checking county assessor records...
Property Intelligence Setup
One-time setup · Takes about 5 minutes
Note: Property Intelligence works without RapidAPI — you get assessor, HUD, HMDA, and deed data for free. RapidAPI adds Zillow enrichment (photos, Zestimates, listing agents). Free tier: 20 lookups/day.
1
Sign Up for RapidAPI
1. Go to rapidapi.com and create a free account
2. Search for "Zillow Com" API
3. Subscribe to the Basic plan (free: 20 requests/day)
2
Copy Your API Key
On your RapidAPI dashboard, find your API Key and copy it.
3
Add to Cloudflare Worker
1. Go to dash.cloudflare.com
2. Click Workers & Pages → click lmi-tool
3. Click Settings → Variables
4. Add variable:
Variable name: RAPIDAPI_KEY
Value: (paste your API key)
5. Click Save and Deploy
4
Set Up KV Cache (Recommended)
1. In Cloudflare dashboard → Workers & Pages → KV
2. Click Create namespace → name it LMI_PROPERTY_CACHE
3. Go to Worker Settings → Variables → KV Namespace Bindings
4. Add binding: KV_NAMESPACE → LMI_PROPERTY_CACHE
Free: 100,000 reads/day, 1,000 writes/day. Caches results to minimize API calls.
Need help? Email admin@lmitool.com
Good morning! 👋
Here's your LMI activity snapshot
Date Range:to
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Saved Prospects
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Borrowers Qualified
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CRA Activities
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LMI Eligible
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Realtor Contacts
📊 Activity by Type
No activities logged yet.
🏘 LMI Category Breakdown
No activities logged yet.
🕐 Recent Activity
No recent activity.
🛡 Team Dashboard
Activity across your entire team
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Total Team Activities
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Applications Taken
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Loans Closed
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LMI Eligible Activities
📊 Team Activity by Type
No team activities yet.
🏆 MLO Activity Leaderboard
No MLO activity yet.
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Total Realtors
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Brokerages
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Assigned to Clients
Partner Performance
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➕ Add New Realtor
🏠 My Realtor Contacts
No realtors added yet.
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Total Activities
0
Applications
0
Loans Closed
0
LMI Eligible
➕ Log New CRA Activity
📋 My Activity Log
No activities logged yet.
Open House Prospecting
Plan and track open-house outreach with realtors.
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Total Planned
0
This Weekend
0
Needs Follow-up
0
Completed
🖨 Co-Branded Open House Kit
Print-ready flyer + QR sign-in page + social caption, co-branded with your lending details. Send it to a realtor — if they're not on Loopenta yet, the kit is waiting when they create their free account.
Your co-marketing block (always on the flyer — required disclosures)
The flyer always includes: your name + NMLS ID, company + company NMLS, the Equal Housing lender indication, “Not a commitment to lend,” and the agent/lender separation statement. These can’t be removed — they’re what keeps co-marketing clean.
⚖️ Co-branded marketing may be subject to RESPA Section 8 and state advertising rules. Review with your compliance department before distribution. Not legal advice.
➕ Add Open House Entry
New Realtor — will be saved to your Realtors list
🏡 Open House Entries
No entries yet. Add your first open house above.
Analytics & Insights
Goals, trends, and CRA compliance reporting.
My Goals This Month
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👥 Team Goal Progress
Activity Trends — Last 6 Months
Your CRA activity patterns over time
Monthly Activity Volume
LMI Category Mix
Low Income
Moderate Income
Middle Income
Upper Income
OYZ Capture Rate — Monthly Trend
Top Realtors by Capture Rate
📋 CRA Performance Report
Full CRA report with lending data, activities, open houses, and realtor partnerships
📊 Pipeline Analytics
Deal funnel, win rate, and projected close value
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Property Detail
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Marketing Engine
Co-branded flyers, shopping lists, and campaign materials.
A one-page borrower profile showing their LMI category, max home price, and pre-filtered listing links. Share with a realtor to go shopping.
📍
Area Flyer
A one-page ZIP code overview showing LMI tract data, area median income, and listing links. Perfect for open houses and realtor presentations.
👤
Referral Partner One-Pager
Your professional profile as an LMI mortgage specialist. Share with realtors so they know who to call when they have an LMI buyer.
Uses your profile from Settings — name, photo, phone, email, NMLS.
Compliance Vault
Your exam-ready record room. Generate a defense bundle for any loan, review your CRA standing, and see exactly what data leaves the platform — the evidence a CFPB information request or CRA self-audit asks for, in one place.
📄
One-Click Defense Packet
Assemble every record tied to a loan — communications, consent, activity, and the immutable audit trail — into a single dated, printable bundle. What used to take hours of cross-referencing across your LOS, inbox, and folders.
✅
Consent & Preference Center
The consent gate on outbound messages (email and SMS). Track who consented to what — by channel, with the source, date, and exact language on file — plus established-business-relationship and Do-Not-Call status. Consent here is enforced at send time and travels into the Defense Packet.
Loading contacts…
Consent is the controller's (your institution's) responsibility; Loopenta records and enforces it. Hard opt-outs always block a channel. A contact on the Do-Not-Call list can still be contacted only with express consent or a documented established business relationship.
🔗
Subprocessor Inventory
Every third party that touches your data — the list a vendor-management review asks for.
Live
⚖️
Fair Lending Watchlist
Your application rate by tract demographic vs. a peer benchmark — ECOA-safe, scores behavior not borrowers.
Coming soon
🤝
RESPA Co-Marketing Ledger
Cost-split records for every co-branded flyer and campaign — RESPA §8 defensibility.
Coming soon
Defense Packet Preview
Consent & Preferences
Import consent & preferences
Paste a CSV or JSON export from OneTrust, your consumer app, or any preference system. Loopenta auto-detects identity and channel columns, matches rows to your contacts, and writes a provenance-stamped consent record for each.
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Active Deals
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Pipeline Value
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Weighted
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Funded MTD
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Win Rate
Sequences
Automated follow-up workflows.
Loading sequences...
New Sequence
Set Goals
Setting Up SMS for Your Team
One-time setup \u00b7 Takes about 10 minutes
\uD83D\uDCA1 Estimated cost: ~$1.15/mo per MLO number + ~$0.008 per message sent. A 6-MLO team costs roughly $12/month total.
1
Create a Twilio Account
1. Go to twilio.com and sign up for a free account
2. Verify your email and phone number
3. On your Twilio dashboard, find your Account SID and Auth Token \u2014 copy both
1. Go to dash.cloudflare.com and log in
2. Click Workers & Pages \u2192 click lmi-proxy
3. Click Settings tab \u2192 Variables
4. Click Add Variable and add these two:
Variable name: TWILIO_ACCOUNT_SID
Value: (paste your Account SID)
Variable name: TWILIO_AUTH_TOKEN
Value: (paste your Auth Token)
5. Click Save and Deploy
3
Add SMS Routes to Your Worker
Paste this into Claude Code to update your Worker:
Update the Cloudflare Worker at lmi-proxy.aaronsimonson.workers.dev to add three SMS route handlers. The env vars TWILIO_ACCOUNT_SID and TWILIO_AUTH_TOKEN are already set in Cloudflare. Add the /sms/send, /sms/incoming, and /sms/provision routes to the existing Worker code and deploy.
4
Assign Phone Numbers
Once steps 1\u20133 are complete, come back to this screen:
1. Each MLO row below will show an "Assign Number" button
2. Enter their local area code (559 for Fresno, 213 for LA)
3. Click Find Available Numbers
4. Confirm to purchase \u2014 about $1.15/month per number
5
Connect Twilio to Your App
For each phone number you purchase in Twilio:
1. Go to Twilio \u2192 Phone Numbers \u2192 Active Numbers
2. Click the number
3. Under Messaging \u2192 "A message comes in" set:
URL: https://lmi-proxy.aaronsimonson.workers.dev/sms/incoming
Method: HTTP POST
4. Click Save 5. Repeat for each MLO's number
6
Test It
1. Assign a number to yourself first
2. Open any contact record with your phone number
3. Tap Send SMS and send a test message
4. You should receive it within a few seconds
5. Reply to it \u2014 the reply should appear in your Communications inbox
\u25CB Not yet connected
Need help? Email admin@lmitool.com
New Deal
Deal
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😞 Mark as Lost
Why was this deal lost?
Communications
Templates, drip campaigns, and call log.
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📧
Select a template to edit
or create a new one
Drip Campaigns
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Calls This Week
0%
Connected
0m
Avg Duration
0
Follow-ups Due
SMS Messages
Loading SMS messages...
Add Past Customer
Send SMS
📧 Send Email
📞 Log a Call
Contacts
All your borrowers & realtors in one place.
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Borrower
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📥 Import Contacts
Upload a CSV file. First row must be column headers.
📄
Click to choose CSV file
or drag and drop here
Map Columns
Preview (first 5 rows)
🔀 Merge Duplicates
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⚠️ Possible Duplicate
Loopenta
MORTGAGE CRM
Admin Panel
—
—
User
Navigate
0
Total Users
0
Active Users
0
Admins
✉️ Invite New User
Send an email invite — they set their own password when they click the link.
or
👥 All Users
📌 Team Saved Prospects
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📋 Team CRA Activity Log
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🎨 Organization Branding
L
Loopenta
Mortgage Prospecting Platform
Action
💳 Billing & Subscription
Loading billing info...
⚙️ Platform Settings
Notification Settings
Data Settings
💳 Subscriptions & Billing
📊 Team Pipeline
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💬 Communications
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Loopenta
MORTGAGE CRM
Super Admin
—
—
User
Navigate
⚡All Products — Platform Management
👤 View as rolePreview only · your access is unchanged
🏢 All Organizations
💳 Organization Billing
Loading RentCast status...
🧩 Fleet-wide Feature Matrix
Tenants × features. Click any cell to toggle. Disable-only: you cannot force a feature above a tenant’s tier.
Bank-grade security rollout. Each phase depends on the previous one being stable — don't skip ahead. Buttons only light up when prerequisites are met.
📊 Current posture
Checking…
Loading user / posture data from Firestore…
✅ Implemented
Phase 2A — Firebase Auth migration
Live
Every user authenticates through Firebase Auth instead of the old plaintext-password comparison. New invites also go through Firebase Auth. Existing DIY users are migrated on demand.
🚧 Ready to deploy
Phase 1 — Firestore rules lockdown
Not deployed
Replaces today's open rules with role-based + tenant-isolated access. Users can't self-promote, audit logs become append-only, anonymous reads are limited to token-gated resources. Safe only after every user has logged in once via Firebase Auth.
Phase 6 — Security headers
Not deployed
Adds HSTS, Content-Security-Policy, X-Frame-Options, nosniff, strict referrer policy, and Permissions-Policy to every response from the Worker. No runtime behavior change — just hardens the browser contract.
🔒 Recommended next
Phase 2B — TOTP Multi-factor Authentication
Free on Spark up to 3,000 MAU
Mandatory 6-digit code from an authenticator app on every login. Firebase Auth's Identity Platform includes TOTP MFA in the no-cost tier up to 3,000 monthly active users; above that it's $0.005/MAU. No plan upgrade needed at our current scale. After enabling the provider in the Firebase console, each user enrolls from their own Settings → Security page.
Enforces 12-character minimum, complexity (upper + lower + digit + symbol), breach-check against HaveIBeenPwned (k-anonymity; password never leaves the browser in cleartext), no reuse of the last 5 passwords.
Phase 4 — Session hardening + lockout
Client-only change
15-minute inactivity auto-logout. 5 failed logins in 15 minutes locks the account for 15 minutes. Absolute 12-hour session cap regardless of activity.
Phase 5 — Audit log completeness
Partially done
Ensures every sensitive operation writes to /auditLog: tier changes, feature flag flips, user promote/demote, invite create/revoke, CRA report generation, data exports, MFA enrollment and recovery redemption.
Phase 7 — Worker rate limiting
Worker change
KV-backed token bucket. 60 req/min per IP on /admin/*; 10 req/min per IP on auth-adjacent endpoints. 429 with Retry-After when exhausted.
Phase 8 — MFA-gated Firestore rules
Waiting on all users enrolled
Every sensitive Firestore read/write requires the caller's ID token to carry a firebase.sign_in_second_factor claim. This is the final lockdown — do not deploy until every user has enrolled an authenticator app.
📚 Full rollout plan
Everything in this page is summarized from SECURITY_ROLLOUT.md in your repo. That file is the canonical reference if you need more detail than what's shown here.
⚙️ Platform Settings
📜 Legal — User Agreement
Agreement Log
Click to load...
🔧 Data Migration
Backfill orgId: "golden1-org" onto all existing users, OYZ entries, activities, and realtors that don't have an orgId yet.
🔐 Auth Migration — DIY → Firebase Auth
Creates a Firebase Auth account for every user in /users with their current password. After this runs, users will be prompted to set a new password on next login. Run once. Safe to re-run — already-migrated users are skipped.
🎟️ Early-Access Requests
Applications from the public learn-more page. Approving a realtor request mints a single-use invite link (14-day expiry) — copy it or open a pre-written email and send it yourself. Other roles don’t have automated invites yet; handle those by hand.
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🧪 Demo Environment
A self-contained demo tenant (org-demo-northgate) with realistic fake data for prospect walk-throughs. Safe: while logged in as the demo org, SMS and email are simulated — nothing real is ever sent. Isolated: these actions only ever touch the demo org; no other tenant's data is read or modified.
Demo logins (password set at seed time, shown in the seed log): —
Jump straight into any demo persona's real screens — no sign-out, no passwords. A bar appears at the bottom to hop between roles or return here. (Run Reset Demo first if a persona is missing.)
🚀 Marketing
Operationalize the go-to-market: a per-role launch checklist, the full asset library, a screenshot gallery, and live AI-discoverability status. Everything the audit produced, in one place.
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Previewing as View-only — your super-admin access is unchanged
Organization
🏢 Create New Organization
LMI Tool = compliance features only. Loopenta Full = pipeline, borrowers, sequences, and more.
Most orders arrive from your partners — use this to log one manually. No financial or wiring details are collected here.
Every day
Lender partner
More
Loopenta
Your book. Your business.
💰›
Good morning! 👋
Your LMI mortgage partnership dashboard
0
Searches Saved
0
Pre-Qual Requests
0
Converted to Pipeline
🔍
Search LMI Zones
📋
Request Pre-Qual
📅
Open Houses
💰
Buyer Profiles
📬 Buyer Profiles
🏡 Home
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👥 My Contacts
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📦 Your book is yours
Export everything, any time, free — no gate, no exit fee, no asking permission. If we ever stop earning your business, you leave with all of it.
🏠 Open Houses
Set up in under a minute
Your flyer builds itself as you type — pick one of the 10 designs, drop in photos, and what you see is exactly what prints. Every visitor who scans the QR lands in your contacts with tonight's follow-up already written.
Live preview — every design also exports to print, Instagram, story & link-card in the Flyer Studio.
📷 Drag photos here or tap to choose — they appear on the flyer instantly
What you see above is exactly what you'll print and post — fine-tune colors, headline & captions in the Flyer Studio right after.
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📣 Social Hub
🛡 Sentinel
Nothing leaves here that could get you fined.
Every post is scanned against Fair Housing, Reg N and Reg Z rules, your license & Equal Housing lines are locked on, and everything you publish is archived — provable to any auditor.
🎯 Your year, in one number
Two fields, thirty seconds. Loopenta turns it into a monthly pace and keeps score from what you actually do here — nothing is ever fabricated.
GCI is short for Gross Commission Income — the total commission dollars you want to earn this year, before your broker’s split and expenses. Not sure? Pick a number that would make this a great year. You can change it anytime.
Your typical paycheck from one closed sale. Example: a $300,000 home at a 3% commission is $9,000. Loopenta uses this to figure out how many closings your goal takes. A rough guess is fine — you can update it later.
✏️ Edit open house
Your QR code and share link never change — already-printed flyers keep working.
Add a contact — 10 seconds, that's it
Edit contact
Changing the note rewrites their next message from it.
🏡 Homeowner advisory
Add what you know — Loopenta flags when to reach out (rate drop, equity, anniversary) using today’s national rate. Estimates only.
🤝 Refer this client
They get a plain-language authorization email first. Nothing is shared until they approve — every step is logged.
What they'd share (client approves this exact list)
🔍 LMI Zone Lookup
Enter a ZIP code to check LMI status and income limits
💾 Save This Search
Share with my MLO
Your MLO can see this search and may reach out
📊 My Saved Searches
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📄 LMI Program Guide
Community Reinvestment Act — What it means for your buyers
What is LMI? Low-to-Moderate Income (LMI) refers to census tracts where the median family income is at or below 80% of the Area Median Income (AMI). Under the Community Reinvestment Act (CRA), lenders are encouraged to make mortgage loans in these areas.
Why does it matter for your buyers? LMI zone properties may qualify for special mortgage programs with reduced down payments, lower rates, and relaxed qualification standards. Your MLO partner specializes in these programs.
Income categories:
Low Income — Tract MFI < 50% of AMI
Moderate Income — Tract MFI 50–79% of AMI
Middle Income — Tract MFI 80–119% of AMI
Upper Income — Tract MFI ≥ 120% of AMI
How to use this tool: Use the LMI Search tab to look up any ZIP code before showing properties. Identifying LMI zones early helps match buyers to the best programs.
Questions? Contact your MLO partner directly using the business card on the Home tab.
💡 Tips for Realtors
Save your LMI searches so your MLO partner can match buyers to programs
Use "Request Pre-Qualification" for buyers ready to move forward — you'll get a response quickly
Share open house locations so your MLO can prepare LMI materials in advance
LMI buyers often qualify for down payment assistance — always check before ruling out a buyer
Open houses you've shared with your lender so they can prep LMI materials. New ones file automatically when you tap “Share with my MLO” on an open house — the manual form is only for one-offs.
📋 Submit Open House to Your MLO
✉️ Invite Your MLO
No open houses shared yet.
Great work! What's your next move?
📅 Schedule Next Contact
Set a follow-up date so this realtor doesn't fall through the cracks
📋 Log a CRA Activity
Log this open house to your CRA Activity Log
💰 Send Buyer Profile to This Realtor
Share a qualified borrower profile while you have momentum
📅 When should you follow up?
📤 Send Borrower Profile to Realtor
📋 Request Pre-Qualification
Fill in your buyer's details and your MLO partner will reach out to start the pre-qualification process.
📤 Share Flyer with Realtor
Select a realtor to email this flyer link to:
L
Loopenta
Settings›Profile
Settings
Press Esc to close
⚙️ Settings
—
—
👤 My Profile · Marketing Materials
🔑 Change My Password
🛡 Reset a User's Password
🔐 Data & Sharing Policy
Controls whether your company's data can ever leave for another party. It applies to every cross-org share. By default nothing is shared — your company starts Closed until you choose otherwise. Some teams share nothing, ever; that's a setting, not a workaround. Your data belongs to your company; this is how you keep it that way.
🎯 My Alert Preferences
days in same stage
% of deals
%
🎨 Preferences
More customization options coming in future updates.
🏆 Team Leaderboard
💬 SMS Numbers
Complete the setup steps to enable SMS for your team.
🔔 Notification Preferences
🏠 Realtor Inactive
🏡 Open House Tomorrow
📅 Follow-up Due
📉 Capture Rate Drop
⚠️ No Activity This Week
📊 Weekly Digest
🔒 Security
🔐 Two-Factor Authentication (TOTP)
Checking status…
📱 Before you scan — pick where your code will live:
iPhone tip: When you scan, iOS may pop up "Save to Passwords." If you accept, your code will be in Settings → Passwords → Loopenta → Verification Code. To use a separate app instead, dismiss that popup first.
Recommended apps: Google Authenticator, Authy, 1Password, Bitwarden, Microsoft Authenticator. Any TOTP-compatible app works.
You can always re-scan into another app later via Settings → Security → "Show QR code (re-scan)".
1. Open your authenticator app and scan this QR code:
Or paste this secret into your app manually:
2. Enter the 6-digit code from your authenticator:
Enrolled
📱 Where is my code?
Existing enrollment — scan this into another app
This is the SAME secret as your existing enrollment. Codes will match. Don't share this QR with anyone.
Or paste this secret into your app manually:
🔑 Backup Recovery Codes — save these now
These codes are shown once. Each can be used a single time if you lose your authenticator app. Store them in a password manager or print and lock them up. Generating new codes invalidates these.
📈 Current Mortgage Rates (Refi Engine)
Enter today's rates. These are compared against past customers' locked rates to detect refi opportunities.
Internal MLO · Add branch ZIPs that will appear as shortcuts
🏠 Assign Realtors to Borrower
Quick Add Realtor
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Change Tier
Select product tier for this organization
LMI Tool
CRA compliance and LMI prospecting only
✓ LMI Search
✓ Open House OYZ
✓ CRA Reports
✓ Analytics
✗ Deal Pipeline
✗ Borrower Profiles
✗ Sequences
✗ Past Customers / Refi Alerts
Best for: Institutions with strict data policies
Loopenta Full
Full mortgage CRM suite
✓ Everything in LMI Tool
✓ Deal Pipeline
✓ Borrower Profiles + tenant isolation
✓ Automated Sequences
✓ Past Customers + Refi Alerts
✓ Realtor Scorecards
✓ MLO Performance Scorecards
Best for: Organizations with approved data agreements
Upgrade requires a signed Data Processing Agreement
Loopenta Full enables borrower profiles, pipeline, and sequences — all of which store PII. You must confirm the DPA is on file before enabling.
Downgrade will disable PII features
The LMI Tool tier does not include Borrower Profiles, Deal Pipeline, Sequences, or Past Customers. Existing data is retained but will be hidden from the UI. Re-upgrading restores access.
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