Built for loan officers who want to own their data and manage their systems regardless of the company they work for.
Track every prospect from first contact to funding. Pipeline stages, lead scoring, activity tracking, and mass actions.
Generate branded rate quotes with today's rates — as shareable image cards or detailed PDF proposals, sent by SMS or email in seconds.
Model purchase, refinance, and debt-consolidation options side by side — live payment, liquidity, and break-even analysis, temporary buydowns, and one-click branded PDF proposals.
Lead cost analysis, funded volume tracking, realtor referral metrics, and pipeline health in real time.
Campaign management, direct mail, mailer tracking, and compliance-first content with NMLS attribution.
Full loan detail with conditions tracking, file uploads, and status management from application through funding.
Unified activity history from every connected system. SMS, email, calls, and notes in one view per contact.
Funded revenue by year, gross and net breakdowns, broker compensation tracking, and cost-per-funded analysis.
NMLS attribution on every quote, TCPA consent tracking, audit logging, and state licensing management.
AgentStak includes an AI chat assistant that understands your pipeline, your data, and your workflows. Ask questions, get insights, and take action — all from a single conversation.
AgentStak syncs with the CRMs, LOS systems, and tools you already use.
Two-way prospect sync, pipeline stages, communication history, and webhook events.
Agency + Sub-Account auth, contact sync, opportunity pipeline, and real-time webhooks.
Jungo managed package with ATTOM property data and Visualforce landing pages.
Two-way contact and status-tag sync — inbound webhooks plus outbound tag updates on the deals you're working.
Connect your base and introspect its schema — enrichment sync for counties, rosters, and referral partners.
Loan data sync, milestone dates, and borrower information across the full pipeline.
Connect your Blend workspace for application data and loan status.
Enterprise LOS with field-level data mapping and document folders.
Import leads and loans from Sheets or Excel files — downloadable template, ~40 mapped fields, auto-detection, and dedup.
Professional image rendering for branded rate quotes and marketing materials.
Direct mail campaigns with USPS Marketing Mail — postcards, letters, and tracking.
Daily mortgage rate data pulled fresh every morning for real-time quoting.
Switching companies shouldn’t mean starting over. Import your existing pipeline from Google Sheets or Excel, sync from any connected CRM, or bring in LOS data directly — even pull a credit report and extract debts with AI.
Prospects, loans, quotes, marketing — stop switching tabs. Everything lives in one workspace.
Daily mortgage rates. Real-time LOS updates. CRM sync. No manual data entry.
Designed by a loan officer who uses it every day. Compliance-first with NMLS attribution.
AgentStak is currently in early access. Enter your info below and we’ll be in touch.