The loan officer's app.

Your pipeline, your partners, your daily follow-up and every calculator you use, in one app on your phone. Less time chasing, more time closing.

LO Pal pipeline screen listing loans with status and closing dates
LO Pal home screen with today's to-dos, milestone texts and alerts
  • Built inside a working mortgage company
  • Runs on any phone, no app store needed
  • Your branding, your address, your data
  • Set up for your whole team

Everything a loan officer runs on, in one place.

LO Pal installs from the browser with push notifications, and works on desktop too.

Start every day with a plan

Open the app and know what matters today.

  • Today's to-dos in one list
  • Milestone texts ready to send to borrowers and agents
  • Alerts on what changed overnight
Home screen showing daily to-dos and alerts

Your whole pipeline in your pocket

Every loan, every date, wherever you are.

  • Every loan with status, key dates and closing day
  • Tap a loan for the full detail
  • Pre-approvals and leads tracked right next to it
Pipeline list of active loans
Loan detail with status and key dates

Grow your realtor partners

Relationships are the business. Keep them in front of you.

  • Keep your Top 20 partners front and center
  • See every agent you have closed with
  • Log meetings and follow-up
Top 20 realtor partners list
Past partners with closed loan history

Track the activity that builds business

What gets logged gets done.

  • Log calls, meetings and touches in seconds
  • Team leaderboards for activity and results
  • Goals that keep everyone moving
Activity logging screen
Team activity leaderboard
Sales results against goals

Stay connected to new clients

New clients hear from you on time, every time.

  • Follow-up for every new client
  • See who opened your emails
  • Nothing slips while you are out of the office
New clients follow-up list
Email stats on the home screen

Your team in one feed

Keep the whole company on the same page.

  • Wins worth celebrating
  • News and updates from leadership
  • Tips and content from your coaches
Team feed with wins and updates

Pre-approval letters in seconds

A branded letter with your photo and contact details, saved as a PDF and ready to send.

Branded pre-approval letter with the loan officer's photo and contact

Every calculator you reach for

  • Payment and closing costs

    Monthly payment and cash to close for any scenario.

  • Side by Side

    Compare up to four loan options at once.

  • DTI

    Check debt to income before you quote.

  • Buydown

    Show what a temporary or permanent buydown does.

  • Refinance

    See the savings and the break-even point.

  • Tax proration

    Work out prorated taxes for closing.

  • Rent or buy

    Show a renter what owning looks like.

  • VA entitlement

    Figure remaining entitlement for VA buyers.

Payment and closing cost calculator
Rent or buy calculator
VA entitlement calculator
Side by Side comparison of four loan options

For your company

Each company gets its own LO Pal. Nothing is shared with anyone else.

  • Your logo and colors

    Your loan officers see your brand, not ours.

  • Your own web address

    For example yourcompany.thelopal.com.

  • Its own separate database

    Your data never mixes with another company's.

  • Courses and coaching

    Training content built in for your team.

  • Admin tools

    Add loan officers and see how the app is used.

  • Your LOS

    Ask us about connecting your loan origination system.

See LO Pal with your team in mind.

Tell us a little about your company and we will set up a time to walk you through it.