m03 · Pipeline
Smart Pipeline
Pipedrive-style kanban with AI lead routing. Custom stages per branch, templates per loan program, drag-to-move with smooth motion. Click a card, see the full borrower in one frame.
LuxWay360 takes a borrower from inbound lead to clear-to-close. Pipeline, URLA 1003, AI pre-approval, document hub, realtor portal — every step of the lender workflow, in one place.
Qualified
6DTI 32% · 720 FICO · $480K
Pre-qual $480K conventional
VA loan · pre-qual $520K
Built on the data sources mortgage lenders trust
What changes when LuxWay360 replaces the spreadsheet, the CRM, and the document portal.
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Less administrative time per loan, vs the typical three-tool stack.
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Faster intake-to-pre-qual with the Quick App + Plaid soft-pull flow.
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Underwriting steps automated end-to-end, with 8 phase checkpoints.
—The product
Pipedrive-style kanban with AI lead routing. Custom stages per branch, templates per loan program, drag-to-move with smooth motion. Click a card, see the full borrower in one frame.
Federal application form, fully digital. Quick App (90s) or Full URLA. Borrowers fill — you receive structured data.
DTI from Plaid + paystubs + tax returns. Auto-generates branded pre-approval letters. The 28-step UW, automated where it can be.
Referring agents see their pipeline, adjust loan amounts downward in seconds, and download branded pre-approval letters. Co-marketing comes built in.
Request a doc in one tap — borrower takes a phone photo, you receive it tagged + classified. 30+ document types, OCR included.
—Inside the system
Kanban-style stages, drag and drop, custom workflows per loan program. Smooth motion animations on every interaction — like Pipedrive, but tuned for lenders.
Two variants: Quick App (6 fields, 90 seconds) for pre-qual, Full URLA 1003 for compliant applications. Borrowers fill on mobile — you receive structured, signed data.
Funding history, active pipeline by stage, LO production, Stripe-style Control Center. The metrics your managers actually want — refreshed every minute.
Request a doc in one tap. Borrower takes a phone photo, you receive it tagged + classified into your 30+ document checklist. AI flags missing pieces before UW does.
Two portals — one for borrowers (see stage, upload docs, e-sign), one for realtors (track referrals, adjust loan amounts, download letters). Both branded to your lender.
New · 6
Contacted · 7
Qualified · 6
Application · 5
Closed · 6
Section 1 · Borrower information
Section 2 · Employment & income
Employer
Add current employer
Paystub OCR
$8,420/mo verified
MTD volume
$4.8M
+12.4%
Active loans
28
+3
In UW
12
2 stale
CTC this wk
5
Pipeline by stage
Sofía Cárdenas · Conventional 30y · 6 of 12 docs
Borrower view
Your stage
Conditional approval
📎 Upload W-2 (requested)
✓ Bank statements linked
Realtor view
—Integrations
LuxWay360 sits between your data sources and your loan origination system — pulling credit, verifying assets, sending disclosures, syncing to LOS. One handshake, one bill, one source of truth.
// On every loan-stage change, sync to your LOS await ld360.on("loan.stage_changed", async (event) => { const { loan_id, from_stage, to_stage, borrower } = event; // Push to Encompass await encompass.loans.update({ id: loan_id, stage: to_stage, last_action: "sync_from_luxway360", }); // Notify borrower via SMS await twilio.messages.send({ to: borrower.phone, body: `Great news, ${borrower.first_name}! Your loan moved to ${to_stage}.`, }); });
REST API · Webhooks · TypeScript SDK
—The bet
Most CRMs were built for sales teams and bolted onto mortgage workflows. LuxWay360 is the opposite — every screen, every model, every integration was designed for the 28-step UW flow, the 30+ doc checklist, and the realtor-network model that actually closes loans.
Join the betaEvery workflow modeled on what LOs, processors, and UW actually do on a Tuesday morning — not on what looks good in a sales deck.
Not "opportunity" tables retrofitted into loan stages. First-class types for borrowers, programs, conditions, checkpoints — the lender's domain.
Co-branded portals, downward-only loan adjustments, marketing campaigns that go out to partner agents — built in, not bolted on.
SSN encryption, role-based access, append-only audit trail, MFA enforcement. Not a future roadmap — shipped today.
—The workflow
Capture
Branded intake form. Share by SMS, WhatsApp, or email. Auto-routes to LO by stage + amount.
Pre-qualify
6 fields, 90 seconds. Soft credit pull on consent. DTI calculated on submit. Pre-qual letter auto-generated.
Apply
Full URLA. Plaid asset link + paystub OCR. Borrower e-signs ECOA/RESPA/TILA/GLBA in flow.
Underwrite
Master-sheet flow, 8 phase gates, conditions tracker, AI bank statement analysis. UW reviews exceptions.
Close
Closer workflow + CD tracking. Post-funding marketing kicks in. Realtor gets notified automatically.
—Built on trust
Mortgage data is regulated data. LuxWay360 was architected for compliance — not retrofitted into it.
pgcrypto with Vault-managed keys. PII never written in cleartext.
TOTP + WebAuthn passkeys. Branch-scoped session enforcement.
LO · processor · UW · manager · admin — each role sees only what they need.
ESIGN Act + UETA aligned. Per-signature audit trail. PDF export on demand.
Every action logged: actor, timestamp, IP. RLS-enforced no-delete.
Tenant-isolated. Self-hostable. Backups every 6h, 30-day retention.
Most CRMs charge more as your team grows. We charge per closed loan, so your cost scales with revenue, not headcount.
For solo lenders
$249 / closed loan
All modules. Unlimited LO + processor seats. White-label for your brand.
For lenders + realtor partners
$349 / closed loan
Core + Realtor Network. Onboard partner agents; they get their own portal, branded by you.
For multi-branch lenders
Custom
For 500+ loans/year. Volume discounts, dedicated infrastructure, SOC2 audit support.
—Get started
Thirty-minute walkthrough. We'll demo against your loan programs, your stages, your branding.
Or email · salvador@aionmediadevelopers.com