Work each order through a milestone timeline and a document checklist — and every step you post is seen live by the loan officer and Realtor who referred it. It sits alongside your title production system, never replacing it, and money never enters the message. Scroll — this is the real workspace.
Status scattered across email, phone tag and one-off portal invites. Here's the honest difference — then we'll show each piece working.
Accept an order, advance it one tap at a time through a domain-accurate ladder, and keep a shared document checklist — all in one screen that the referrer can see into.
Accept the order and the ladder begins. Mark each step done as you complete it; the file auto-closes at 100%. The document checklist tracks needed vs. received vs. sent — coordination only, never the system of record.
This is the part that earns the next order. 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.
Your referrers get a live card of every order they sent you, with the current milestone and a progress bar — title in blue, escrow in purple. It's rules-enforced: they can read their own referred files, never write, and never see another org's.
Wire fraud is the number-one closing risk, so Loopenta keeps money out of the message entirely. The guardrails aren't a promise — they're built into the workspace.
The Closing Disclosure, funding and disbursement appear as 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, and a RESPA note sits on the partner directory.
Today you create the order inside the closing workspace — address, file number, parties, referrer, target close — then work it. The vision is for orders 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 title & escrow partners in small groups.
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Loopenta