Pipeline board
Kanban across Intake → Priced → Submitted → Funded. Deals move with one click; capital partners are looped in automatically.
A true investor-lending LOS. Branded borrower portal, structured doc collection, AI underwriting review, pipeline board, and submission — built for brokers, not retail refis.
Built for investor loans, not retail refis
DSCR, bridge, fix-and-flip, construction, multifamily, and commercial loans don't fit a generic LOS. Relip is engineered for entity borrowers, draw schedules, and capital-partner handoffs — with AI doing the underwriting drudgery.
Kanban across Intake → Priced → Submitted → Funded. Deals move with one click; capital partners are looped in automatically.
Your logo, your colors. Borrowers see a clean checklist of what’s outstanding. Relip stays invisible.
Operating agreements, bank statements, appraisals — AI surfaces key fields, flags risk, and drafts condition letters in minutes.
Every module, shippable
Pipeline · Stage tracking
What just came in, what’s stuck in underwriting, what’s cleared to close. One view. Zero status meetings.
One pipeline for every deal—from first lead to funded. Everyone sees the same stages and the same next step.
Collapse leads that go cold, surface urgent deals, and keep your team working the same board instead of custom spreadsheets.
Deal desk
Property, loan amount, stage, LTV, draw status. Sort by urgency and work the hottest files first.
| Borrower | Property | Amount | Stage |
|---|---|---|---|
| Maria Chen | 4521 Oak Blvd | $485,000 | Application |
| James Rivera | 1890 Pine St | $720,000 | Processing |
| Sarah Kim | 720 Creek Dr | $310,000 | Closing |
| David Park | 100 Main St | $890,000 | Lead |
| Lisa Wong | 55 Elm Ave | $520,000 | Funded |
All loans in one place—searchable, sortable, and ready to export. Spot bottlenecks and high‑value deals at a glance.
Single-deal control center
Borrowers, entities, pricing, credit, task status, conditions. One-click actions to order title, push credit, or send the term sheet.
Everything about the deal—borrower, property, pricing, and status—anchored to a single screen.
Quick actions
Tap one of these actions to price the deal, trigger a soft credit check, open the borrower portal, or send a term sheet—without ever leaving the LOS.
Borrower experience
Borrowers land on a portal with your logo, see exactly what’s outstanding, and upload docs securely. Relip stays behind the scenes.
Borrowers see exactly what's needed. You see fewer emails and faster doc collection.
| Document | Category | Requested | Upload |
|---|---|---|---|
| Proof of 1st month's rent deposited into the borrower’s bank account | Borrower Doc | Requested · Jan 28, 2026 | |
| Voided Check | Borrower Doc | Requested · Jan 28, 2026 | |
| Credit Authorization Form | Borrower Doc | Requested · Jan 28, 2026 | |
| Security Deposit | Property Doc | Requested · Jan 28, 2026 | |
| Executed Settlement Statement (From Acquisition) | Title Doc | Requested · Jan 28, 2026 | |
| Title Company Information | Title Doc | Requested · Jan 28, 2026 |
Borrowers see this same checklist with your branding. Every upload flows straight into your LOS, so processors and underwriters always know what's missing.
AI underwriting review
AI reads operating agreements, bank statements, rent rolls, and appraisals. It surfaces key fields, flags risks, and drafts condition letters for your review.
Relip reads every page—LLCs, bank statements, background reports—and turns them into structured data your underwriters can trust, even when sensitive details are redacted in the PDF.
AI summary — background report
Document type
Credit / Background Report
Owner / Entity
Richard Smith
Key highlights
What the underwriter sees
Every finding is linked back to the source page in the PDF, so your team can click through to confirm in a few seconds instead of reading 40+ pages.
AI summaries never make credit decisions—they just surface the key details and potential issues so humans can decide faster.
We cut our average time to funding by almost 40%. The AI review means my underwriter is reviewing, not reading.

Real brokers shipping real pipeline

“We closed $5mm in pipeline in under 8 weeks. The AI-sourced leads and on-platform capital change the game for investor lending.”

“I killed three separate tools the week I got Relip. Leads, screening, pricing, submission — all of it lives in one file now.”

“The AI screens every lead like a seasoned LO would. By the time a file hits my desk, it is ready to submit.”
FAQ
Borrower portal, document management, AI review, and how the LOS connects to the rest of the Growth OS.
Docs to funded
15-minute demo. Bring an active file — we will walk it from intake to condition letter live.





500+ brokers · $1.8B+ monthly deal flow · SOC2-aligned