For Leadership · A guided tour

Your whole team on one live dashboard. Exam-ready in one click.

Q: How is outbound governed?

Outbound texts and emails run through a consent gate before they send (opt-outs, DNC and quiet hours), with the loan officer's NMLS auto-stamped, and message templates are submitted by MLOs and approved by an admin. Email works out of the box; SMS sends once a texting number is connected.

Q: Can a team lead see only their team?

Yes. Admins see the whole organization; a team lead (manager) sees only their direct reports' pipeline; a rep sees only their own. The scoping is enforced in code.

The whole team's pipeline and an MLO leaderboard, computed live from real deal data. CRA performance measured as it happens — with a regulator-style report you can export. Outbound that's consent-checked and NMLS-stamped. And when the examiner calls, the Defense Packet is one click. Scroll — this is the real console.

Request early access Take the tour →

Computed live, not hardcoded · Real-time CRA · One-click Defense Packet · Built by a mortgage pro

MLO	Deals	Value	Win%
#1 · J. Morales	12	$3.1M	67%
#2 · Riley Park	10	$2.9M	58%
#3 · Tara Brooks	9	$2.6M	49%

Reporting shouldn't be a quarter-end reconstruction.

Chasing reps, rebuilding the roll-up in a spreadsheet, scrambling before the exam. Here's the honest difference — then we'll show each piece working.

The numbers are already computed

Team pipeline, weighted value and the MLO leaderboard are calculated live from real deals — not typed into a tile, not reconstructed at quarter-end.

The exam record writes itself

CRA activity is logged as it happens and rolls into a regulator-style report; the per-loan Defense Packet assembles in one click.

Outbound is governed before it sends

Texts and emails are consent-checked and NMLS-stamped, and MLO templates require admin approval — compliance built into the workflow.

How we show the product below: every screen is a faithful rebuild of Loopenta's actual leadership console — real labels, tables and reports from the app — with clearly-illustrative sample data. The metrics shown are example figures, not performance claims; in the product they're computed from your own deals.

Pillar 1The whole team, computed live

Pipeline and performance, the moment you log in

No roll-up to build. Team pipeline, weighted value and a ranked MLO leaderboard are calculated from your live deal data — and the visibility is scoped by role.

Team pipeline + MLO leaderboard

Lead with the number, scoped by role

Admins see the whole organization; a team lead sees only their reps; a rep sees only their own. The activity log gives you every MLO's CRA touches, filterable and exportable — so a board deck is a download, not a project.

Team pipeline & weighted value, computed from deals
MLO leaderboard: deals, value, win-rate, ranked
Team CRA activity log, filterable + Excel export

Role-scoped: org-wide for admins, team-only for team leads, self for reps — enforced in code.

Team CRA Activity Log

Date	Activity	MLO	Tract
May 12	Loan closed	J. Morales	95823 · LMI
May 11	Application	Riley Park	95354 · LMI
May 10	Open house	Tara Brooks	93711
May 9	Pre-qualification	J. Morales	95823 · LMI

Filter by MLO or activity type · "Export All" to Excel.

Illustration of the real team CRA activity log · sample rows.

Pillar 2CRA measured live — exam-ready in one click

The report a regulator expects, already written

Community-lending activity rolls into a regulator-style performance report — and any single loan's evidence assembles into a Defense Packet on demand.

CRA Performance Report + Defense Packet

From live activity to a regulator-ready PDF

The CRA report computes an executive summary (total loans, LMI loans, LMI rate, volume, community-development activity), an LMI lending table, and a per-MLO breakdown — exportable to PDF or a five-sheet Excel. And the per-loan Defense Packet pulls every touch, consent and CRA record together in one click.

Executive summary + LMI lending + per-MLO breakdown
Export to PDF or 5-sheet Excel; saved to your reports
One-click, per-loan Defense Packet, audit-logged

CRA Performance Report · Full team

Northgate Community Credit Union

CRA performance · current period · executive summary

Total loans

LMI loans

42%

LMI rate

$12.4M

Total volume

🧾 Defense Packet — assemble a loan's full evidence in one click

Illustration of the real CRA Performance Report + Defense Packet · sample figures (computed from deals in the product).

Pillar 3Run the team & govern outbound

Your people, roles, and the messages that go out

Invite and manage users, set roles and branches, and approve the message templates your team sends — so outbound is on-brand and compliant before it leaves.

User management + template approval

Onboard people, govern the outbound

Invite a user by email or add them manually, assign one of seven roles, suspend or remove them. MLOs submit message templates; you approve or reject them. Outbound runs through the consent gate with the NMLS auto-stamped — so what goes out is governed at the source.

Invite / add / suspend / remove users; seven roles; per-branch
Template approval queue for MLO-submitted messages
Consent-checked, NMLS-stamped outbound (email live; SMS on connect)

Users & templates

Name	Role	Status
Maria Delgado	Admin	Active
James Carter	Manager	Active
Riley Park	Loan officer	Active

Pending

"New-listing alert" template — submitted by Riley Park

Approve

Illustration of the real user management + template-approval queue · sample data.

Roadmap

Lead routing & team follow-up enforcement

Two things leadership tools often promise that Loopenta does not do yet — so we're flagging them plainly instead of implying them:

Lead routing / assignment — there's no admin control to route or reassign leads across the team today; deals carry an owner, but an assignment console is on the roadmap.
Follow-up enforcement — overdue follow-ups surface as reminders on each user's own home screen; an admin-level enforcement/escalation dashboard is on the roadmap. (Today it's a nudge, not a top-down control.)

Straight answers

How does the CRA / exam piece work?

Community-lending activity is logged as it happens and rolls into a regulator-style CRA report (executive summary, LMI lending, community development, per-MLO breakdown) you can export to PDF or Excel. When the examiner asks about a loan, the Defense Packet assembles that file's communications, CRA activity, consent and agreements in one click.

How is outbound governed?

Texts and emails run through a consent gate before sending (opt-outs, DNC, quiet hours), with the NMLS auto-stamped, and MLO message templates require admin approval. Email works out of the box; SMS sends once a texting number is connected.

Can a team lead see only their team?

Yes — admins see the whole organization, a team lead (manager) sees only their direct reports, a rep sees only their own. It's enforced in code.

What about lead routing and follow-up enforcement?

Those are on the roadmap, not built yet. Deals carry an owner but there's no admin routing console today, and overdue follow-ups surface as per-user reminders rather than an admin-level enforcement dashboard. We'd rather tell you straight than imply a control that isn't there.

What does it cost?

Request access. Onboarding is white-glove — we walk your leadership team through the dashboard, the CRA report and the Defense Packet directly.