Six tools. One workflow.
Every problem has a tool. Every tool is live.
Each card below shows a real pain point LOs and LPs face every deal — and the exact LoanBuddies tool that solves it. Click to try it.
Nobody follows up with the HOA on day one — and the estoppel deadline sneaks up on everyone. The prelim CD is missing the LP fee. Flags nobody caught.
Step 1 — LO & LP
AI contract review
Claude reads the contract in 14 seconds. Every contact found. Every flag raised. HOA estoppel drafted. Cash to close calculated.
28 fields extracted — buyers, agents, title, HOA, dates
HOA estoppel + prelim CD emails pre-drafted
Cash to close calculator with LTV and seller concessions
The TC is still building the contact list on day five — the buyer agent doesn’t know who title is. Inspector was booked but nobody has their info.
Step 2 — TC-facing
TC contact form
Sent to your TC on day one. Pre-filled from the contract. TC verifies all contacts, collects buyer details and preferred contact methods, then submits for LO review before anything fires.
Pre-filled from AI contract review — both buyers, all 9 parties
Buyer contact info, preferred contact method, and post-closing address collected
LO reviews and verifies before introduction email fires to all parties
The borrower calls three times and you have nothing to tell them — every status call costs 15 minutes you don’t have.
Step 3 — Borrower-facing
Borrower status page
Live mobile page sent via text link. Stage tracker, rate lock, conditions with upload buttons, and one-tap contacts for every party.
LP updates one field in GHL — borrower sees it instantly
M·W·F automated SMS + email updates sent automatically
One-tap call/text to every transaction party
Conditions come back from UW and nobody knows who owns what — items pile up with no party assigned, no due dates, and no way to know what the borrower still needs to upload.
Step 4 — LP tool
AI conditions tracker
Claude reads the UW conditions package, categorizes every item by responsible party, assigns due dates, and sends upload links directly to the borrower. LP submits cleared conditions to their LOS in one click.
Claude categorizes by party
Due dates assigned automatically
Borrower uploads direct from phone
One-click LOS submit
The closing date slips — the insurance binder has the wrong mortgagee clause. Title is waiting on a document nobody sent. And the referring agent is watching.
Step 5 — LO & LP
Deal file & pipeline
The LP's command center for every active deal. Seven tabs cover everything — checklist with overdue filter, internal notes with @-tagging, document hub with share and SMS, activity log, deal info, and contacts. Batch submit conditions to your lender in one click.
Seven tabs — Checklist, Notes, Docs, Activity, Deal info, and Contacts all in one view
Smart checklist with filter chips — show only overdue, due today, or all 16 items
Notes tab with internal LP/LO notes, @-tagging, and pinned reminders
Batch submit conditions to lender, blast all parties, and send MWF update — all from the bottom bar
What the communication looks like
Every party. Every milestone. Automatically.
Seven automated touchpoints from contract to close — borrower updates, team digests, milestone notifications, and contact management. All running without anyone lifting a finger.
Mon · Wed · Fri — Borrower SMS
MWF update SMS
Automated text sent to your borrower every M·W·F. Personalized with their deal data. Links to their live status page.
Good morning Carlos 🎉 Wednesday update: Your file is in underwriting. Everything on track for May 2 closing. No new items needed.
→ View status page
→ View status page
8:30 AM · Delivered ✓✓
Mon · Wed · Fri — Borrower email
MWF update email
Full email sent alongside the SMS. Shows loan stage, closing countdown, rate lock status, LP note, and direct contact buttons for the lending team.
Wednesday update on your loan 🔣
Good morning Carlos & Ana 🎉 Here’s your Wednesday update. File is in underwriting — on track for May 2. No new items needed today.
View full status page →
Every morning 8:00 AM — LP & LO
Daily digest
Your LP gets a morning email with every active deal — what’s urgent, what’s on watch, what’s on track. No more manually checking each file.
☀ Daily Digest — Wed Apr 16
Martinez — Urgent · rate lock 4 days
Rodriguez — Review · UW response due
Johnson — CTC ✓ · closing May 8
Day 1 — Borrower email
Contract confirmed
Sent to the borrower the moment the contract is executed. Shows property address, loan details, closing timeline, and introduces the full lending team with call/text buttons.
🎉 Contract Confirmed!
4821 Coral Way, Miami · Closing: May 2, 2026
Your loan team is on it
Your loan team is on it
Milestone — Borrower email
Clear to close notification
Fired the moment the underwriter issues the CTC. Full celebration email with closing date, time, title location, what to bring checklist, and wire fraud warning.
🎉 CLEAR TO CLOSE!
Saturday May 2 at 10:00 AM · Sunshine Title Group
What to bring ✓
What to bring ✓
Internal — LP tool
TC contact management
After the TC submits the contact form, the LP sees a full contact management view — all 9 parties listed, verification status, preferred contact methods, and a one-tap blast to all parties.
👤 Contact hub
9 parties collected
7 verified ✓
2 pending
Blast all parties →
Live — Borrower facing
Live borrower status page
A personalized mobile page sent to the borrower via text link. Shows loan stage, rate lock, LP note, conditions with upload buttons, MWF update schedule, and one-tap contacts. No app, no login.
📱 Martinez status
Carlos & Ana Martinez · Stage 4 — Underwriting
6.875% Rate locked ✓ · Updates Mon · Wed · Fri
6.875% Rate locked ✓ · Updates Mon · Wed · Fri
How it works — from contract to close in one system
1
Upload the contract
Claude reads it in 14 seconds, extracts 28+ fields, and flags every issue.
2
Fire the outreach
Pre-drafted SMS and emails go to the buyer agent, TC, title, and HOA in one click.
3
TC collects contacts
Your TC fills one form. Every party gets an introduction email automatically.
4
Borrowers stay informed
LP updates one field in GHL. Borrower’s status page updates and they get an SMS.
5
Conditions tracked
Claude categorizes conditions. Borrowers upload directly. One click submits to your LOS.
6
QuickPro · Soon
Solo LO? Match with a certified LP in your state. $65 per closed file. No monthly fee.
Ready to see it on your next deal?
Book a free 25-minute call. We’ll walk you through setup, install your GHL snapshot, and have you live on your first deal the same day.
Or start free — no credit card required 15 AI contract reviews →