Built by a licensed LO — for LOs & LPs

Stop chasing.
Start closing.

LoanBuddies automates the mortgage workflow from contract to close. AI contract review, live borrower updates, conditions tracking, Transaction Coordinator coordination, and Loan Processor matching — all connected, all in one platform.

Book a free 25-min demo See it live →
Or start free — 15 AI contract reviews, no credit card →
LoanBuddies
Good morning — here’s your loan update
Carlos & Ana Martinez
4821 Coral Way, Miami FL
6.875%
✓ Rate locked
Your loan journey
Note from your Loan Processor
Working through final conditions — James Torres
📞 Call
💬 Text
Live on your first deal same day
·
No cancellation fees ever
·
Built on GoHighLevel + Claude AI
Works alongside your LOS
Arrive
LendingPad
Encompass
Byte
Calyx Point
OpenClose
Built on & integrates with
GoHighLevel
Claude AI
Twilio SMS
Zapier
Calendly
Stripe
LoanBuddies doesn’t replace your LOS — it fills the gaps your LOS leaves. Your Loan Processor stays in full control of what gets posted.
The problem

The messy middle is where deals die.

30 to 45 days between contract and closing, with no system. I’m a licensed Loan Officer — I’ve lived every one of the pains below. That’s not a process problem, it’s an every-day, every-party, every-deal problem. And it’s costing you referrals.

LoanBuddies is the system the messy middle has never had.
We connect every party, track every condition, update every borrower, and give your team one place to see the whole deal — from contract signed to keys handed over.
Nobody follows up with the HOA on day one
The Transaction Coordinator is still building the contact list on day five
The borrower calls three times and you have nothing to tell them
Conditions pile up with no clear owner and no due dates
The closing date slips — and the referring agent is watching
Six tools. One workflow.

Everything from contract to close

Each tool hands off cleanly to the next. Together they eliminate the chaos of the messy middle.

1
Contract review
Loan Officer & Loan Processor
AI contract review
Claude reads the contract in 14 seconds. Every contact found. Every flag raised. Every outreach email drafted.
See it live
2
Transaction Coordinator onboarding
Transaction Coordinator-facing
Transaction Coordinator contact form
Sent to your Transaction Coordinator on day one. Pre-filled from the contract. One intro email goes to everyone on submit.
See it live
3
Conditions
Loan Processor tool
AI conditions tracker
Claude reads UW conditions, categorizes by party, assigns due dates. Borrowers upload from their phone. One-click submit to your LOS.
See it live
4
Status page
Borrower-facing
Borrower status page
Live mobile page. Stage tracker, rate lock, conditions, estimated funds, and one-tap contacts for every party.
See it live
5
Pipeline
Loan Officer & Loan Processor
Deal file & pipeline
Tabbed deal file with checklist, contacts, deal info, and activity log. Your team always knows where every deal stands.
See it live
6
QuickPro
Solo Loan Officers
QuickPro LP Network
Solo Loan Officer without a processor? QuickPro connects you with a certified LoanBuddies Loan Processor in your state. Pay per file.
⏰ Coming soon
Every party, every handoff
The six tools above manage the whole chain — including the parties you don’t see on this page.
Contract
AI extracts every party
Transaction Coordinator
Contacts verified
Title
Prelim CD, estoppel
Conditions
Borrower uploads
Insurance
Binder → agent
Clear to Close
All parties notified
Closed 🎉
Keys handed over. Google review sent.
The borrower experience

From “what’s happening with my loan?” to “I’ll refer you.”

Your borrower never wonders where things stand. From day one to the closing table, LoanBuddies keeps them informed — automatically.

LB
LoanBuddies — Prime Mortgage
Automated loan update — Wednesday
Good morning Carlos 🎉

Wednesday update on your loan:

Your file is in underwriting at First National Bank. Everything is on track for your May 2 closing.

No new items needed from you today.

Questions? Reply or tap below:
→ View your full status page
Wed, Apr 15 · 8:30 AM
💑 Thanks James, appreciate the update!
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Automated SMS + email fires M · W · F via Twilio
Mon · Wed · Fri
Your borrowers stop calling. Your referrals start growing.
LoanBuddies sends a personalised SMS and email every Monday, Wednesday, and Friday — whether anything changed or not. Borrowers who feel informed don’t call. Agents who see that experience refer more clients.
SMS + email both sent automatically — no manual work for the Loan Processor
Personalised with live deal data — name, closing date, current stage from GHL
Deep link to their status page — one tap to the full dashboard
Loan Processor can pause or customise per deal — full control from GHL
Closing day — May 2, 2026
Appears 7 days before closing
Saturday, May 2 at 10:00 AM
Sunshine Title, Doral FL → Navigate
Wire fraud alert — always call your title officer to confirm wire instructions.
1
Valid government-issued photo ID
2
Certified funds / wire for cash to close ($92,150)
3
Personal checkbook for adjustments
4
All parties on the loan must be present
🏠 Schedule your walk-through
Books on Diana Sousa’s calendar
Schedule →
Closing day experience
Closing day arrives with everything the borrower needs — automatically.
Seven days before closing, the status page transforms. The borrower sees when, where, and what to bring — with one-tap navigation, a wire fraud warning, and a walk-through scheduler.
Auto-appears 7 days before close — no Loan Processor action required
Wire fraud warning — surfaced before any funds move
Walk-through scheduler — books on the buyer agent’s calendar
Numbered checklist — ID, certified funds, checkbook, signers present
Daily digest
Every morning, your Loan Processor knows exactly where to focus
Every day before 8 AM, LoanBuddies sends the Loan Processor a digest of every active deal — what’s overdue, what lock is expiring, what conditions were cleared yesterday. No more manually checking each file.
All active deals in one morning email — fires automatically every business day
Overdue conditions in red, lock expirations in amber — action items jump out immediately
Loan Officer gets a higher-level summary — which deals need attention, which are on track
One tap to the deal file — from the digest directly into the deal that needs work
Urgent
On watch
On track
Daily Digest — LoanBuddies
James Torres · Prime Mortgage · Wed Apr 16
To: j.torres@primemortgage.com8:00 AM
Good morning James — here’s your deal summary for today.
⚠ Action needed today
Martinez — 4821 Coral Way
Gift letter overdue · rate lock expires in 4 days
Urgent
Rodriguez — 7200 SW 89th Ave
File submitted to UW · conditions due Apr 18
Review
✓ On track
Johnson — 1200 Brickell Ave
Clear to close · closing May 8
CTC
2 deals need your attention before noon
3 active deals · 1 urgent · 1 on watchOpen LoanBuddies →
AI conditions tracker — Martinez deal
Claude identified 8 conditions · 2 cleared · 6 open · package due Apr 14
Insurance binder
Cleared Apr 8 · Submitted to UW Apr 8 · 2:12 PM
Cleared ✓
Clear title search — no liens
Title · Cleared Apr 8 · 9:15 AM
Cleared ✓
60-day bank statements
Borrower · Submitted to UW Apr 7 · 11:05 AM
Received — under review
Submitted
30-day pay stubs — both borrowers
Borrower · Income
⚠ Overdue — Due Apr 10
Urgent
Gift letter — $8,500 deposit
Borrower · LOE
⚠ Due Apr 12 — 3 days
Urgent
Submit to your LOS: Encompass LendingPad Arrive Byte
AI conditions tracker
Claude reads the UW conditions. Borrowers upload directly. Nothing falls through.
Claude reads the underwriting conditions package and categorizes every item by party — what the borrower needs to upload, what the Loan Processor needs to submit, what title needs to provide. Due dates assigned. Upload links sent automatically. One click to submit to your LOS.
AI approval review — Claude reads the approval letter and categorizes PTD vs standard conditions
Borrower uploads from their phone — no email, no portal, straight to the deal file
Received → Submitted to UW → Cleared — pipeline status for every condition
One-click submit to your LOS — Encompass, LendingPad, Arrive, Byte
Three views. One deal.

Everyone sees exactly what they need

LoanBuddies sends a personalised view to the borrower, buyer agent, and seller agent. Same deal, right information for each person.

Borrower view
Carlos & Ana Martinez
Loan stage — where they are in the process
Rate lock status — locked, extending, or expired
Conditions with upload buttons — due dates color-coded
Estimated funds needed — collapsible breakdown
M·W·F SMS + email updates — even when nothing changes
One-tap contacts
JT
James Torres
Loan Processor
Call Text
DS
Diana Sousa
Buyer Agent
Call Text
Sees
Loan amount, rate, funds, conditions, agents
Hidden
Nothing — full view
Buyer agent view
Diana Sousa — Premier Realty
Loan stage & closing countdown
Contingency status — inspection, appraisal, financing
Items agent needs to action — clearly flagged
Walk-through scheduler link — books directly on agent’s calendar
Inspection & appraisal status — ordered, pending, received
Direct line to Loan Processor
JT
James Torres
Loan Processor
Call Text
Sees
Stage, contingencies, action items, schedulers
Hidden
Loan $, rate, borrower financials
Seller agent view
Thomas Webb — Coastal Properties
Loan stage — deal is on track
Closing date confirmed — with countdown
Financing contingency status — active or cleared
Appraisal status — ordered, pending, received
Title company contact — for closing coordination
Direct line to Loan Processor
JT
James Torres
Loan Processor
Call Text
Sees
Stage, closing date, appraisal, title contact
Hidden
Loan $, rate, borrower financials
Seller agent can share closing details with their sellers — one tap
GPS to title, what to bring, wire fraud warning, closing table timeline. Everything the seller needs, forwarded from the agent in a single message.
Measured on the platform
14sec
Average time for Claude to read a contract and extract all fields
28+
Fields extracted per contract — contacts, dates, contingencies
3x
Weekly SMS + email touchpoints per borrower, fully automated
1day
From onboarding call to live on your first deal
90%
Of deal coordination handled automatically — borrower updates, outreach, conditions alerts, closing day prep
2x
Average increase in loans processed per month for solo Loan Processors using LoanBuddies
Simple pricing

Two plans. No surprises.

No membership fees. No cancellation fees. Ever. Just flat monthly pricing that scales with your team.

Not sure yet? Try LoanBuddies free first — 15 AI contract reviews, no credit card required →
⚠ Today — piecemeal stack
Floify (or similar)$99/mo
Custom GHL build$150–300/mo
Manual borrower updatesHours/week
Tracking conditions by handHours/week
Monthly
$250+/mo
✓ LoanBuddies — one flat fee
AI contract reviewIncluded
Borrower status + conditionsIncluded
Automated M·W·F updatesIncluded
Full GHL snapshot + onboardingIncluded
From
$197/mo
Team of 2
$197/month
Perfect for a solo LO processing their own pipeline, or an independent LP working with multiple Loan Officers. Everything from contract upload to closing day — automated.
2 user seats
All 5 tools included
Unlimited deals & contacts
GHL snapshot + onboarding
MWF automated SMS + email updates
Daily digest for Loan Officer & Loan Processor
AI approval + conditions review
Buyer agent & seller agent views
You own your GHL data
One-time onboarding: $197
Includes 25-min setup call + GHL snapshot install
Book a demo →
Most popular
Team of 4
$297/month
Built for a growing mortgage team — LO, LP, and room for the people who keep your deals moving. More loans, same system, no extra overhead.
4 user seats
All 5 tools included
Unlimited deals & contacts
GHL snapshot + onboarding
MWF automated SMS + email updates
Daily digest for Loan Officer & Loan Processor
AI approval + conditions review
Buyer agent & seller agent views
You own your GHL data
One-time onboarding: $297
Includes 25-min setup call + GHL snapshot install + team walkthrough
Book a demo →
QuickPro LP Network
⏰ Coming soon
Need a processor? QuickPro connects you with a certified LoanBuddies LP — $65 per closed file. No monthly fee. No contracts.
$65/user/month
Add a second LP, a loan partner, or a junior processor as your team grows.
✓ No membership fees  ·  ✓ No cancellation fees. Ever.
Month to month. Cancel any time with no questions asked and no penalties.
A note from the founder
I’m a licensed loan officer. I built LoanBuddies because I watched — and lived — too many good Loan Officers lose referrals over the messy middle. Not because the loan was bad. Because nobody was driving the bus between contract and close.
Every screen on this site exists because I’ve needed it on a real deal. We’re in early access with a founding cohort of Loan Officers and Loan Processors right now. Real numbers, real quotes, real case studies will live here as the data comes in. If you want to be part of shaping what this becomes — and lock in founding-member pricing — book a demo.
BF
Barnard Fleurima
Mortgage Loan Officer · NMLS #1959433
Founding-member pricing locked for life
Ready to close more, chase less?
Ready to run your next deal on LoanBuddies?

We’ll walk you through the platform live, install your GHL snapshot, and have you running on your first deal the same day.

Book a free demo call Explore the live demo first
Rather try it yourself first? Start free — 15 contract reviews, no card → Solo Loan Officer without a processor? Ask about QuickPro →
No pressure. No pitch deck. Just the real product on a real deal.
Encrypted in transit & at rest
GLBA-aligned data handling
SOC 2 compliance in progress
You own your GHL data