Track what your checklist actually tracks.
Every lending shop tracks something a generic tool never heard of. Custom columns put your fields on the list, and templates carry them to every deal you open.
Trusted by leading Real Estate Teams
Your fields, on the line
Exception flags, asset class, recording numbers, whatever your checklist tracks in the margin today becomes a real column with real filters.
The list finally matches the way your shop already works, instead of forcing your process into someone else's rows.
Saved once, opened everywhere
Columns live in your templates, so deal fifty opens with the same structure as deal one. Consistency is the template's job, not a training issue.
- Saved in the template Structure carries to every new room automatically.
- Filterable Every custom column becomes a way to cut the list.
Add your columns
Name the fields your process tracks, per program or shop-wide.
Save the template
Structure, statuses, and columns persist for every future deal.
Filter and report
Filter any deal, or the whole book, by the fields you added.
See it on one of your live deals.
Book a demoPer-program templates
Different loan programs carry different columns, each saved once.
Filters on your fields
Every column becomes a lens on the list and the book.
No spreadsheet sidecar
The fields that used to live in a side tracker live on the deal.
Consistent by default
Every room opens with the structure your shop standardized.
Questions lenders ask
- What kinds of columns can we add?
- The fields your checklist actually uses: flags, categories, references, dates. If your side spreadsheet has a column for it, the list can carry it.
- Do columns carry into new deals?
- Yes. Columns save into your templates, so every deal you open starts with the same structure, per program.
- Can we filter by a custom column?
- Yes. Custom columns filter and combine with status, party, and date cuts, on a single deal or across the book.
See your deals in real time.
Send us one live deal. We will build the room on your own checklist.