For Lenders & Mortgage Professionals
Stop Chasing Cold Leads. Start Receiving Verified Borrower Inquiries.
LoanPath IQ delivers structured, consent-tracked borrower inquiries from approved marketing partner channels — with full source attribution, duplicate detection, and CRM-ready webhook delivery.
100%
Consent-Logged Inquiries
Salesforce
Webhook-Ready Delivery
RESPA-Aware
Partner Network
Real-Time
Status & Milestone Tracking
How it works for lenders
From borrower inquiry to your CRM in four steps.
Borrower submits inquiry
A consumer completes a structured pre-qualification through an approved marketing partner channel.
Lead arrives in your dashboard
Full consent record, source attribution, UTM data, and pre-qual fields — delivered in real time.
Your loan officers work the pipeline
Update status, add notes, and assign leads from a kanban board built for production teams.
Milestones sync back
Your CRM triggers update the platform automatically — keeping partner attribution and reporting accurate. Downstream lender status data is not used for partner compensation.
What lenders get
Built for sophisticated mortgage operations.
Verified borrower-intake flow
Multi-step intake captures loan purpose, property type, credit range, income, VA eligibility, and timeframe — before the borrower ever speaks to a loan officer.
Campaign tracking
Every inquiry is tagged with partner ID, campaign ID, UTM source, UTM medium, landing page version, device, and IP address.
Partner source reporting
See exactly which approved marketing partner and campaign originated each inquiry — down to the tracking link level.
Lead quality controls
Duplicate detection by phone and email, compliance flags, and verified milestone tracking prevent low-quality submissions.
CRM-ready data
Export-ready borrower records with webhook delivery to Salesforce or any CRM via standard JSON payload.
Compliance-friendly partner language
All marketing partner materials are pre-approved. Partners are never paid based on loan closings, funded amounts, or lender compensation.
Notifications & status management
In-app, email, and SMS notifications for every status change — borrower outreach, document collection, milestone updates.
Loan officer assignment
Route leads to specific licensed mortgage professionals on your team based on state, loan product, or round-robin rules.
Status & milestone tracking
From New Inquiry through Contact Attempted, 1003 Started, Credit Pulled, Pre-Qualified, Disclosure Out, In Process, and Closed. These downstream lender statuses are for lender operations, reporting accuracy, compliance review, and internal quality analysis only. They are not used to calculate, increase, decrease, tier, bonus, or retroactively adjust marketing partner compensation.
Built for compliance-first lenders
Compliance is the product, not a checkbox.
Consent-Logged Intake
Every submission stores the exact consent text, timestamp, version, and source — ready for audit.
No Closing-Based Compensation
Partner fees, if applicable, are based only on approved marketing activity or verified front-end borrower-intake events. They are not based on funded loans, loan amount, lender revenue, approval, closing, or downstream loan-process outcomes.
Full Audit Trail
Every status change, note, and milestone event is logged with timestamp and user ID.
Ready to receive verified borrower inquiries?
Our 4-step application takes about 5 minutes. Approved lenders are onboarded within 2–3 business days.