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MG Loan Closer

Product

Everything between first lead and funding

Six connected capabilities that share one record of every borrower and every loan.

CRM and lead routing

Capture every lead and route it to the right loan officer by rule, territory or round robin.

  • Leads from your website, partners and referral sources in one place
  • Routing rules for residential and commercial teams
  • Follow-up tasks and reminders so no inquiry goes cold

Loan workflow and back office

Move every file from application to funding with clear stages, checklists and conditions.

  • Stage-based pipeline from lead to funded
  • Checklists and conditions for processors and underwriters
  • Hand-offs with clear ownership at every step

Borrower portal

A portal under your brand where borrowers see progress and upload documents.

  • Your logo, colors and domain
  • Document requests and secure uploads
  • Plain-language progress updates for borrowers

Pricing and LOS sync

Build pricing scenarios and keep loan data aligned with the origination system you already use.

  • Scenario comparisons for borrower conversations
  • Designed to sync with your loan origination system
  • Integrations are simulated in the demo environment

Closer AI assistant

Ask about any file, summarize a deal, or draft a borrower message, with your team in control.

  • Answers grounded in the loan file you are viewing
  • Drafts messages and summaries for review
  • Nothing is sent without a person approving it

Dashboards and reports

See pipeline, stage and team activity at a glance, from loan officer to leadership.

  • Pipeline and stage views for every role
  • Team and branch reporting for leadership
  • Export when you need to share

See your brand on MG Loan Closer

Request a trial and we will set up a workspace with your logo, colors and team, ready to explore.