Work each file through a settlement milestone timeline — EMD, CD, signing, funded, recorded — and the lender and Realtor who referred it see it live. A coordination layer beside your settlement system: money milestones are status-only, and funds never enter the message. Scroll — this is the real workspace.
Updates scattered across calls and email, and wire fraud one spoofed message away. Here's the honest difference — then we'll show each piece working.
Open a file, advance it through a domain-accurate settlement ladder, and keep a shared document checklist — all in one screen the referrer can see into.
Each step posts once and updates everyone. The money milestones — CD, funding, disbursement — are status-only, so they reflect what your licensed system did without ever moving a dollar here. The document checklist tracks needed vs. received vs. sent.
Every milestone you post appears, read-only, on the home screen of the loan officer or Realtor who referred the file — no extra logins, no status calls. It's the part that earns the next file.
Your referrers get a live card of every file they sent you, with the current milestone and a progress bar — escrow in purple, title in blue. Rules-enforced: they read their own referred files, never write, never see another org's.
Wire fraud is the number-one closing risk. So the guardrails aren't a promise on a page — they're built into the workspace.
The CD, funding and disbursement are status-only — non-editable to a money state, with a note that the lender's CD governs. A pinned wire-fraud banner sits on every file. Loopenta never holds or moves funds, and never stores wiring instructions.
Today you open the file inside the settlement workspace — address, file number, parties, referrer, target close — then work it. The vision is for files to arrive pre-filled from the lender's deal already in the loop (correct names, property and dates, no re-keying). That auto-intake isn't built yet, so we're flagging it honestly: it's on the roadmap, not in the product today.
Work the file once; the partners who referred it see every milestone live. We're onboarding early settlement partners in small groups.
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Loopenta