Let’s talk about your brokerage
Your brokerage.
In Orbit.
Tell us about your team. We’ll email you to arrange a walkthrough focused on your business.
Your walkthrough
See the work come together.
- See your pipeline, team workload, and funding in one view.
- Upload a lead CSV, see who gets the next call, and carry the borrower’s details into the first and repeat 1003s.
- See requests and sample PDFs reach open borrower and staff views. Reopen the lender checklist from the guide to review attachments already received.
- Open submitted 1003s and received documents from Today or Processing and go straight to the item that needs review.
- Send a file to an assigned processor and pick it back up from Today with the processor’s internal note.
- Open a reply from Today, carry the promised callback into the loan, and log the outcome once for both loan activity and campaign reporting.
- See overdue callbacks across leads and loans, with the original deadline and a link to the exact follow-up.
- Open scheduled campaign calls from one queue. Reschedule from the loan and keep missed deadlines visible in reporting.
- Explore a fictional brokerage’s appointments, open files, borrower conversations, and funded loans without entering customer data.
- Compare staff time and handoffs with your current process using the same fictional case.
A live browser rehearsal took 3 minutes 27 seconds from opening the CSV importer to the rate-watch follow-up, including two sample PDFs, mock lender clearance, funding, and a separate prefilled refinance 1003. The timed workflow followed setup and used one staff account, fictional records, and no spoken narration.
Prefer email? demo@orbitlos.com