Source LMI borrowers, run a real pipeline, send outreach that's consent-checked and NMLS-stamped before it leaves, pull your exam evidence in one click, and let your realtor partners route business to you. Scroll down — this is the actual system, not a list of promises.
Fair skepticism. So here's the honest version, and then we'll show you each piece working.
Prospecting, a real pipeline, compliant outreach, and exam evidence — running off one stream of activity, so the record builds itself as you work.
Drag a deal across nine real stages and watch your weighted value and win rate move with it. Deals that sit too long flag themselves before they slip.
Type a ZIP. Loopenta resolves it to census tracts and grades each one against real Area Median Income data — so you're sourcing LMI activity on purpose, not by accident.
Before any text or email goes out, Loopenta checks consent, opt-outs, DNC, and quiet hours — and splices your NMLS ID onto the message. If a contact opted out, the send is blocked and the refusal is logged.
Every contact, every channel, with the status, the source, and the flags that decide whether a message can go out. This is the table the send gate reads — and the same evidence that lands in your Defense Packet.
| Contact | Text/SMS | Voice | Flags | ||
|---|---|---|---|---|---|
| Maria Herrera | In | In | — | — | EBR |
| Jordan Lee | In | Out | — | — | |
| Gregory Hammond | In | In | In | — | EBR |
| Tasha Greene | In | — | Out | — | DNC |
Loopenta assembles a per-deal evidence packet from the activity you already logged — communications, CRA activity, consent & agreements, and a record-integrity attestation — into a single PDF you can hand over.
Give a realtor partner a tool they'll genuinely use, and become the loan officer attached to it. Here's the honest mechanic: the partner captures buyers; when they have one who needs financing — or an open house to share — they hand it to you.
Your realtor partner types an address and gets a branded public sign-in page (with a QR code), a printable flyer, and a social caption. Every visitor who scans lands in the partner's contacts — with that evening's follow-up already drafted.
When a partner has an open house worth sharing or a buyer who needs a pre-qual, they submit it to you by name. You get a notification, and it drops into your open-house tracker to work and mark an outcome.
A funded loan shouldn't disappear into a folder. Every closed deal rolls into a roster you keep — and when rates move a client into refinance range, they surface on your daily action list before they call someone else.
When a deal hits Funded, Loopenta auto-creates a past-customer record with their locked rate, program and amount. It then compares that locked rate to your team's current rate sheet — and when the drop clears the client's refi threshold, it flags them.
You don't have to remember to check. A refinanceable past client appears on your dashboard's Required Actions — name, program, and the exact rate drop — deep-linked to their record so you can reach out in two taps.
Today the book watches rates. Next, it will watch equity — estimating a past client's current home value and surfacing the ones with enough equity to drop PMI, open a HELOC, or cash out. That valuation layer isn't built yet, so we're not going to pretend it is — it's on the roadmap, and this is the honest line between what works now and what's coming.
Since the March 2026 trigger-lead ban, the play is your own past clients. Loopenta watches your funded book against your rate sheet and drops “call this client today — they clear their refi threshold” onto your daily list. Two taps, consent-logged, NMLS-clean. One recaptured refi pays for years.
Book a 20-minute walkthrough on your own book. We take founding firms in small groups — the actual screens above, working, migrated with your data.
Claim your founding-member pilot →
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