Submitting deals, collecting documents against each condition, a borrower upload link, soft-pull credit checks sent to the borrower as a link, status tracking from quote to closing, appraisal ordering, title and insurance details, and a chat with Relip’s processing team on every deal.
Loan origination system
Your investor lending LOS. From docs to funded.
Every deal you submit lands in one pipeline with its conditions, your borrower’s uploads and an AI summary of each document. Relip’s processing team works the file with you to closing.
Pipeline
Know where every deal stands
Price a deal in the Loan Pricer, submit it to underwriting, and it lands in your pipeline. Each row shows the stage, the appraisal, insurance and title status, how complete the documents are, and who on your team owns it.
Deal statuses
- Waiting on Quote from Underwriting
- Waiting on information
- Quote attached
- Quote accepted
- Doc collection
- In underwriting
- Closing docs
- Closed won
Deal page
Open a deal and the whole file is in front of you
The stage tracker sits at the top with the purchase price, after-repair value, rehab budget and days to close. Below it are the application fee, appraisal, title and insurance status, the borrowers and entities on the loan, and every condition still open.
- Filter the pipeline by stage, appraisal, insurance or title, or search by address
- On deals you submit to Relip, Relip’s team keeps the statuses current
- Running a deal yourself? Mark it My Deal, track it in the same pipeline and set its statuses yourself. Relip’s team does not work it or change its statuses.
Conditions
Every document underwriting needs, listed on the deal
Each condition has a category and a plain note on what to send. Upload it yourself or share the list with your borrower. As documents come in, they move from outstanding to submitted.
- Borrower, entity, property, insurance, title and closing documents, each tagged
- Outstanding conditions, submitted documents and downloadable templates on one deal page
Borrower upload page
Your borrower uploads to a page with your name on it.
Share the upload link and your borrower gets a checklist on their phone: the property, what is left, and a note on every item. Each file goes straight to the deal, not to your inbox.
- Your logo and your name at the top of the page
- Progress, plus credit, appraisal, title and insurance status at a glance
- A note on every item, so the borrower knows exactly what to send
- Drop a file in, or tap to pick one from the phone
Sharing the upload link with borrowers is part of Relip membership.
Real Relip screens · fictional sample brokerage
AI document summaries
AI reads each upload and flags what needs a look
When a document comes in, Relip’s AI reads it and writes a short summary you open from the submitted document. It saves you the reading. Relip’s underwriters still review the file.
Real Relip screens · fictional sample brokerage · summary written for this demo
What it is and whose it is
Document type, the borrower or LLC it belongs to, and the key numbers, pulled out for you.
What needs explaining
Issues get flagged, like a deposit that needs a letter of explanation.
Where each document stands
Submitted documents are grouped by borrower, entity and property, each marked Reviewed or In review.
Credit check
Pull credit with one link
Type the applicant’s name and email. Relip creates a secure link and copies it for you. Your borrower opens it, authorizes a soft pull that does not affect their score, and pays for it.
- Pending, paid and completed applicants in one list, with search and a status filter
- Copy an applicant’s link again whenever you need it
- Scores and reports on the same screen as the rest of your applicants
Through closing
The rest of what an investor loan needs
Investor deals have more moving parts than a retail refi. These live on the deal page too.
Appraisal
Order the appraisal from the deal and send your borrower a link to pay for it.
Title
Title company details and title status, kept on the deal.
Insurance
Insurance requirements and the status of the policy, in the same place.
Valuation disputes
A step-by-step form when you need to challenge an appraised value.
Environmental questionnaire
Answered on the deal, so it travels with the file.
Track record
Your borrower fills in their past projects from a link you share.
Wiring instructions
Where your commission goes, entered once and stored encrypted.
Missing-document reminders
Automatic reminders go out while documents are still missing.
Chat with processing
Message Relip’s processing team on the deal and keep every reply with the file.
Submitted to Relip
Relip’s team works the deal with you
Relip’s own underwriting and processing team works every deal you submit to Relip, from the first quote to closing. The borrower stays yours the whole way.
Relip provides the capital, white label, under your brokerage’s name.
- Direct lender
- 100% wholesale
- Never competes with brokers
We already have $5mm in our pipeline in under 2 months on the platform.
Joe Melendez
Mavin Loans
From Relip clients
Brokerages on Relip, in their own words.
“Relip is an amazing system, the leads are high quality and a great way to diversify your mortgage business.”
Alfredo Arteaga
Groves Capital
“Relip has increased our influx of leads and made it a reality to quantify closed business every month.”
Greg Knight
Gkai Capital
“They’ve allowed our company TMD Capital to scale at an astronomical pace. Digital marketing is the cornerstone of business today and these guys are our rock.”
Theo Devoie
TMD Capital
FAQ
LOS questions, answered.
Conditions, the borrower upload page, AI document summaries and what happens after you submit a deal.
Yes. It is built for brokerages working DSCR, bridge, fix and flip, construction, rental portfolio and commercial loans, not retail mortgage processes.
Price a scenario in the Loan Pricer and submit it to underwriting, and the deal appears in your LOS pipeline with the borrower and property details already filled in. Leads from the CRM and Deal Radar move the same way.
Borrowers get a link to a page branded for your brokerage where they upload documents for each outstanding condition. As they upload, the outstanding count drops and the documents move to submitted, so you both see what is still needed. Sharing the upload link with borrowers is part of Relip membership.
When a document is uploaded, Relip’s AI reads it in the background and writes a summary of the key details, which you can open from the submitted document. Relip’s underwriters use the same review to spot issues and missing items.
Add the applicant’s name and email in Credit Check and Relip creates a secure link you can copy and send. Your borrower opens the link, authorizes a soft pull (it does not affect their score) and pays for it. The score and report then show up in your applicant list.
Relip’s underwriting and processing team picks it up. You see each status as it changes (waiting on a quote from underwriting, quote attached, quote accepted, doc collection, in underwriting, closing docs, closed won), chat with the processor on the deal page, and the borrower keeps working with you. Relip provides the capital, white label, under your brokerage’s name.
Docs to funded
Submit the deal. Relip’s team works it to closing.
A 30-minute walkthrough of the pipeline, a deal page, the borrower upload link and credit checks.
500+ mortgage professionals on the platform · 100% wholesale · Never competes with brokers