Why LoanPigeon Exists
Loan intake doesn't fail because teams don't work hard — it fails because the process is unstructured. LoanPigeon provides a system that brings clarity, consistency, and completeness to every loan from the start.
No structure for intake requirements
Without defined templates, each loan starts differently. Required documents vary by memory, forms are inconsistent, and there's no clear standard for what makes an intake complete.
No visibility into progress
Intake progress lives in spreadsheets, sticky notes, or team members' heads. There's no centralized view of what's complete, what's missing, or what needs attention.
Manual follow-ups and tracking
Teams spend hours identifying gaps and chasing missing documents. Follow-ups rely on manual tracking and memory rather than clear visibility into what's needed.
How LoanPigeon Works
Templates define intake requirements upfront. Borrowers complete guided portals, and progress is tracked from start to finish.
1. Create Intake Templates
Define intake templates that specify required documents, intake forms (single or multi-form packets), provided documents, and workflows.
2. Borrowers Complete Guided Intake
Borrowers access a guided portal that walks them through required forms and document uploads, with progress indicators and next steps.
3. Progress Is Tracked
Intake progress and completeness are tracked. The workspace shows what's complete, what's missing, and what needs attention.
4. Workflows Trigger
Workflows trigger based on intake activity and completeness — sending reminders, updating status, or assigning tasks when conditions are met.
5. Start Loans with Structure
Every intake follows the same process. Your team knows what's complete, what's missing, and can start loans with clarity and confidence.
The Difference Is Night and Day
The difference: clarity replaces guessing, consistency replaces one-off processes, and visibility replaces chaos.
Before LoanPigeon
- No structure — each intake starts differently, requirements vary by memory
- Guessing what's missing — no visibility into progress or completeness
- One-off processes — tracking in spreadsheets, sticky notes, or team members' heads
- Manual follow-ups — hours spent identifying gaps and chasing missing documents
After LoanPigeon
- Templates — consistent intake requirements defined upfront
- Clear visibility — see what's complete, what's missing, what needs action
- Clear intake status indicators show exactly what’s complete
- Progress tracking — progress and completeness monitored
Structured Intake Features
LoanPigeon provides structure, visibility, and automation to ensure every intake is complete, consistent, and predictable.
Loan Intake Workspace
Each intake has a dedicated workspace showing required documents, submitted files, intake forms are organized into a clean, centralized intake workspace. See what’s complete, what’s missing, and what needs action.
Template-Driven Intake
Define intake templates that specify required documents, intake forms (single or multi-form packets), provided documents, and workflows. Every intake follows the same process.
Guided Borrower Intake Portals
Borrowers access a guided portal that walks them through required forms and document uploads, giving your team a clear record of what’s happened and what’s still outstanding.
Workflow Automation
Workflows trigger based on intake activity and completeness — sending reminders when documents are missing, updating status when milestones are reached, or assigning tasks to team members.
Activity & Audit History
Every upload, form submission, workflow action, and status change is logged with timestamps. Your team has a complete audit trail of intake activity.
