Track Every Loan from Application to Funding
Keep every loan file organized with milestone tracking, document vaults, and direct communication to borrowers. Your clients see their progress in real time through the client portal.
Sound familiar?
These are the problems mortgage brokers deal with every day. Pinnacle Partnerships solves all of them.
Lost in the pipeline
With multiple loans in different stages, it is easy to lose track of what needs to happen next on each file. Deadlines slip.
Document collection chaos
Chasing borrowers for pay stubs, tax returns, and bank statements through email. Documents get lost or sent to the wrong person.
No borrower visibility
Borrowers call constantly asking about their loan status because they have no way to see where things stand.
The Solution
How Pinnacle Partnerships helps mortgage brokers
Loan pipeline in one view
See all your active loans with their current milestone status. Know exactly which files need attention and what is coming up next.
Milestone-based progress tracking
Track each loan through pre-application, application, processing, underwriting, conditional approval, clear to close, and funding.
Secure document collection
Borrowers upload documents directly to the transaction workspace. Files are categorized by type and phase automatically.
Client portal for borrowers
Share a read-only link so borrowers see their loan progress, outstanding document requests, and upcoming deadlines.
Collaborate with agents and title
Invite the realtor, title company, and other parties to the workspace. Everyone stays aligned on timelines and conditions.
Commission and fee tracking
Track loan amounts, commission splits, and broker fees across your entire portfolio from the financial dashboard.
Transaction types you can manage
Pre-built templates with the right milestones, tasks, and document categories for each deal type.
Ready to streamline your loan pipeline?
Create your free account and set up your first transaction workspace in minutes. No credit card required.