Land more loans with ReversePilot · Trust center · Talk to sales · Customer login
For Operations

One operating lane from lead intake through post-close execution.

Originators, processors, underwriters, and closers work the same file in role-specific workspaces, so handoffs are cleaner, loan context is preserved, and throughput improves without losing controls.

Originators

Sell more loans with scenario modeling, intake workflows, and borrower-facing updates that keep production moving.

  • Application intake with HUD-aligned counseling validation
  • Scenario modeling across tenure, term, line-of-credit, and modified plans
  • Borrower portal with status, document upload, and e-sign
  • Pipeline and conversion analytics by source and product

Processors

Work conditions, vendor orders, and incoming docs in a queue that makes bottlenecks visible before they become delays.

  • Conditions library by product and investor with overrides
  • OCR + ML routing of inbound documents to the right condition
  • Vendor order management for appraisal, title, payoff, and insurance
  • SLA timers, aging buckets, and reassignment for exceptions

Underwriters

Move through credit, property, residual income, and LESA analysis in a structured decisioning workspace with complete history.

  • HECM-aware credit and property analysis templates
  • LESA calculation with full-funded, partial, and waiver pathways
  • Counter-offer modeling against alternate payment plans
  • Override reason capture tied to compliance reporting

Closers

Coordinate title, notary, documents, and disbursement from the same live record without last-minute packaging risk.

  • State-aware closing packages with versioned forms
  • RON and IPEN scheduling with notary and title coordination
  • Disbursement instruction generation with payee verification
  • Right-of-rescission tracking with re-disclosure logic
+22%Apps per loan officer per month
+34%Loans per processor per month
+28%Decisions per underwriter per day
−6 daysAverage time to disclosure
For Compliance

Evidence on demand. The day they ask.

Field-level controls, configurable rules, exception reporting, audit log access, and one-click HMDA LAR generation — built for the people who answer when regulators come.

  • Field-level locking with role-based override and reason capture
  • Immutable historical reporting with point-in-time loan state
  • HMDA LAR generation, edit checks, and submission packaging
  • NMLS licensing & designated-state controls applied at assignment
  • Exception queues with full provenance for every overridden field
Download the compliance questionnaire

Compliance program tooling

  • Configurable rule library across products, states, and channels
  • Sampling tools for QC reviews with structured findings
  • Pre-submission HMDA edit-check pre-validation
  • Audit-bundle export for regulator and investor review
  • Direct compliance portal access — no IT dependency
For Executives

The operational picture, on demand.

Live line-of-business KPIs, channel-level economics, and capacity planning replace the weekly spreadsheet roll-up. Mirror the warehouse, attach BI tooling, and run the business on real numbers.

  • Pipeline, cycle time, and capacity dashboards out of the box
  • Channel and product-level economics with configurable cuts
  • Warehouse mirroring to Snowflake, BigQuery, and Redshift
  • Capacity planning views with forecast and seasonality overlays

Sample line-of-business view

Volume MTD
$184M
▲ 11.0% MoM
Margin
2.18%
▲ 9 bps
Cycle time
23.1d
▼ 4.2d
Loans/processor
38.4
▲ 22%
For Secondary

Timing, pricing, and rate visibility for secondary markets teams.

ReversePilot gives secondary users a clearer view of closing timing and rate movement so teams can make better lock, pricing, and execution decisions without stitching together separate trackers.

  • Optimized closing date suggestions based on rate and execution timing
  • Automatic tracking of the optimal interest rate window for active loans
  • Optional weekly interest rate digest report for pipeline monitoring
  • Rate sheet management with PDF export for distribution and archive
Download the secondary markets guide
Secondary Console
Optimal close May 22 Lowest modeled rate window
Target rate 4.18% Auto-tracked on active file
Rate sheet v2026.04 PDF ready for export

Optimal Expected Rate

Application Optimal rate
Application Apr 30 · 4.44%
Optimized Rate May 22 · 4.18%
Apr 28 May 5 May 12 May 19 May 26
For Technology

Infrastructure your engineering team can actually support.

Give technology teams the APIs, identity controls, integration surface, and data access they need without custom glue holding operations together.

Identity and access

Enterprise authentication and provisioning are built in, so user lifecycle and access control match the rest of your stack.

  • SAML/OIDC single sign-on
  • SCIM user provisioning and deprovisioning
  • Role-based access with field-level controls

Integration surface

Connect ReversePilot to the systems around it through documented endpoints and event-driven workflows.

  • REST API with documented resources
  • Webhook subscriptions for state changes
  • Pre-built integrations across industry vendors

Data and observability

Expose warehouse-ready data and immutable audit history without forcing your team to reverse-engineer operational truth.

  • Warehouse mirroring to Snowflake, BigQuery, and Redshift
  • Immutable audit trail across user and system actions
  • Structured export of calculation, document, and decision history
Sized to your operation

See ReversePilot configured for your role and your team.

We'll bring sample loans through the workspace each role would use, with your products and your states.