How does my client's information stay protected?

Before any client details cross from you to your partner, Loopenta runs a consent gate — the client's permission plus your company's sharing policy must allow it — and every share is logged. By default nothing is shared.

Does Loopenta pay me or track commissions?

Not today. Loopenta records the closing outcome (won or lost) so you both have a clean record, but it does not calculate or pay commissions — compensation and any agreement are handled directly between you and your partner. Commission tracking is on the roadmap.

For Referral Partners · CPAs · Advisors · Attorneys · Insurance · Builders

Refer a client in a minute — then watch it close.

Q: What do I get as a referral partner?

A Partner Desk: send a client to a loan officer or agent partner in a minute, then track that referral through every stage to closing with a live status timeline and shared notes. You also get scorecards on the partners you work with — touched, won, close rate, average days.

Send a client to your lender or agent partner with their details and consent in one short form. Then follow the referral through every stage to closing on a live status timeline — no more "any update?" emails. Scroll — this is the real Partner Desk.

Request early access Take the tour →

Consent-gated sharing · Live status to closing · Free during early access

loopenta.com · Partner Desk

Partner Desk

🚀 Send a referral

Total sent

In progress

Closed won

Closed lost

Referrals you've sent, what's in progress, and what closed — all in one place.

Illustration of the real Partner Desk · sample data (counts are illustrative UI, not a performance claim).

Referrals shouldn't vanish into a black box.

You send people good business and then hear nothing for months. Here's the honest difference — then we'll show each piece working.

One short form, not a phone call

Pick your partner, add the client's details, and send. The right loan officer or agent gets it instantly and reaches out.

You can see it move

A live status timeline shows every stage to closing, with shared notes — so you always know where your client stands.

The client's privacy is gated

Their information only crosses to your partner if consent and policy allow — by default nothing is shared, and every share is logged.

How we show the product below: every screen is a faithful rebuild of Loopenta's actual Partner Desk — real labels, fields, and flows from the app — with clearly-illustrative sample data. Representations, not live screenshots; names/counts are examples, never performance claims.

Pillar 1Send a referral — a minute, with consent

Hand off a client cleanly

One form captures who the client is, what they need, and the permission to share — then routes it to the exact partner who can help.

The send-a-referral form

Pick a partner, add the details, send

Choose the partner org, the kind of referral, and the client's contact and property details. A required consent box gates the share — no client data crosses until permission and your company's policy allow it.

Kinds: Borrower · Buyer · Seller · Refinance · General
Client name, phone, email, property, est. price, urgency, notes
Mandatory consent checkbox before anything sends

Example: a CPA sends a tax client to their lender partner for a mortgage pre-qual.

Send a referral

Refer to *

Northgate CCU (mortgage)

Kind

Borrower (mortgage)

Client name *

Jane & John Homebuyer

Phone

(559) 555-0100

Property

123 Main St, Clovis

Est. price

$500,000

📤 Send referral

Illustration of the real send-a-referral form with its consent gate · sample data.

Pillar 2Track it to the close — live

Watch your referral move, stage by stage

Every referral has a detail view with a status chip, a stage stepper, an activity timeline, and a shared note thread — so the loop stays open both ways.

Status timeline + shared notes

No more "any update?"

As your partner accepts and advances the referral, you see it happen: pending → accepted → in process → funded → closed. Leave a note, read theirs, and know exactly where your client stands.

Live status chip + a kind-specific stage stepper
An activity feed of every event, attributed
Two-way notes between you and your partner

Referral · Jane & John Homebuyer

Jane & John Homebuyer

In process

Borrower · to Northgate CCU · 123 Main St, Clovis

✓

Pending

✓

Accepted

In process

Funded

Closed

Tara Brooks moved it to In process

today · 9:14am

Tara Brooks accepted the referral

yesterday

You sent the referral

2 days ago

Illustration of the real referral detail view (status, stepper, activity feed) · sample data.

Pillar 3Your partner network & scorecards

Know which partners actually close

Invite the partners you work with, then see how each one performs on the business you send them — so you send your best clients to the people who deliver.

Per-partner scorecards

Send your best business to your best partners

For every partner you're linked to, Loopenta tracks referrals touched, closed-won, close rate, and average days to close — and flags the ones sitting too long without movement.

Invite partner orgs by email; accept to link
Live metrics: touched · won · close rate · avg days
A "stuck 14+ days" alert when a referral stalls

Partner Network

Partner	Touched	Won	Close rate	Avg days
Northgate CCU	9	4	44%	28d
Rivera Realty	5	3	60%	34d
Valley Title Co.	3	3	100%	21d

⏳ 1 referral with Rivera Realty has been stuck 14+ days — worth a nudge.

Illustration of the real Partner Network scorecards · sample data (illustrative metrics).

Roadmap

Commission & payout tracking

Today Loopenta records the closing outcome (won or lost) so you and your partner share a clean record — but it does not calculate or pay commissions. Any compensation and agreement is handled directly between you and your partner. Built-in commission tracking is on the roadmap; we're not going to show a payout feature that doesn't exist yet.

Straight answers

What exactly do I get?

A Partner Desk: send a client to a partner in a minute, then track that referral through every stage to closing with a live status timeline and shared notes — plus scorecards on the partners you work with (touched, won, close rate, average days).

How is my client's information protected?

Before any details cross to your partner, a consent gate runs — the client's permission and your company's sharing policy must both allow it — and every share is logged. By default nothing is shared.

Do you pay me or track commissions?

Not today. Loopenta records whether a referral closed won or lost so you both have a record, but it doesn't calculate or pay commissions — that's handled directly between you and your partner. Commission tracking is on the roadmap.

How do I get an account?

Request early access, or a lender/agent partner can invite you in by email — you set your own password and land in your Partner Desk.

What does it cost?

Free during early access. Month-to-month after — no annual contract, no exit fees.