For Loan Officers & Lenders
Your pipeline.
Your agents. One platform.
Manage every deal from application to funded with a Kanban board that auto-populates from your email. Coach your sponsored agents with AI production intelligence. Stop juggling Trello, spreadsheets, and phone calls.
The reality of managing a lending pipeline today
You're tracking 100+ borrowers across sticky notes, Trello boards, and spreadsheets. Your processor is chasing docs by memory. Deals stall because nobody saw the status change. And your sponsored agents? You have no idea if they're producing or dormant.
Borrowers spread across Trello, email, and spreadsheets. No single view of where every deal stands.
Your processor spends 20+ hours a month on status checks and doc chasing. Nothing is automated.
You sponsor agent seats but have zero visibility into their production. No coaching tools. No data.
Product One
LO Pipeline Manager
A drag-and-drop Kanban board built for loan origination. Every borrower auto-populates from your email intelligence. Drag deals through stages. Add notes. Track days-in-stage. Click to call or email. No manual data entry.
Auto-Populated Cards
Borrower data fills in from email intelligence. No typing. No copy-paste.
Drag-and-Drop Stages
Move deals from Application to Pre-Qual to Funded with a drag. Every move is logged.
Lead Source Tracking
Tag every lead: Current Client Referral, Realtor, Ad, VIP, Builder. Know where your deals come from.
One-Click Actions
Call, email, or add a note directly from any card. Click the borrower name to open their full profile.
Days-in-Stage Alerts
Deals sitting too long turn yellow at 7 days, red at 14. Nothing falls through the cracks.
Realtor Lookup
When the source is a realtor, search your agent community or type any agent name. Track referral relationships.
The Intelligence Layer
AI that doesn't just track — it acts.
This isn't a dashboard you stare at. It's an AI layer that monitors your pipeline, identifies what needs attention, and takes action on your behalf. Automated follow-ups, intelligent alerts, and coaching prompts that drive your workflow forward while you focus on closing.
Stale Pipeline Detection
AutomatedAI monitors every deal and flags borrowers who haven't moved stages in 7+ days. Automatic nudge sequences trigger before deals go cold.
Cold Lead Reactivation
AI-ScoredAI scores your 100+ cold leads for reactivation potential based on last activity, original loan type, and market conditions. Surfaces the ones worth calling back.
Past Borrower Retention
Always OnAI watches your 300+ funded borrowers for refinance opportunities, rate drops, and life events. Automated anniversary check-ins and rate alerts.
Document Collection Automation
AutomatedAI generates loan-type-specific doc checklists and sends automated collection reminders to borrowers. Your processor stops chasing paperwork.
AI Coach Prompts
AI-GeneratedBefore every agent call, AI prepares talking points based on their production data, recent deals, and coaching history. Walk in prepared, every time.
Workflow Triggers
Event-DrivenStage changes trigger downstream actions automatically — disclosure packets sent, condition checklists generated, closing timelines updated. No manual handoffs.
Estimated impact: 40 hours/month saved per loan officer
That's a half-time employee replaced by AI automation — before counting recovered deals from reactivation and retention.
Product Two
AI Coaching Platform
Your sponsored agents opt-in to share their production data. AI analyzes their deal volume, retention patterns, and market activity. You get coaching prompts, weekly call lists, and strategy recommendations — not raw data.
AI Coaching Prompts
Auto-generated talking points for every agent check-in. Never walk into a call unprepared.
Production Metrics
Year-over-year deal volume, average price, market share. See who's growing and who's stalling.
Weekly Call Planner
AI generates a prioritized call list every week. Urgent, important, and routine — ranked and ready.
Retention Intelligence
Spot at-risk agents before they leave. Lost deal analysis shows where opportunities are slipping.
Strategy Chat
Have a live AI conversation about coaching strategies for any agent. Context-aware and data-driven.
Consented Data Sharing
Agents choose what to share. Full RESPA compliance. Consent is revocable anytime. Complete audit trail.
Simple, transparent pricing
Month-to-month. No annual commitment. Cancel anytime.
Full Kanban board, deal ownership, lead management
For processors and support staff
AI intelligence on your sponsored agents
Client retention AI for your sponsored agents
Example: Loan Officer with 10 Sponsored Agents
$37,200/year · Month-to-month · No annual commitment
How it works
Sign Up
Create your account. Choose Pipeline Manager, AI Coaching, or both. Takes 2 minutes.
Invite Your Team
Add your processor as Pipeline Admin. Invite agents to sponsored seats. They get RESPA + data sharing consent.
Import Your Pipeline
Connect your email. AI classifies your leads and populates the Kanban board automatically. No manual data entry.
Close More Deals
Drag deals through stages. Coach agents with AI intelligence. Watch your pipeline move faster than ever.
RESPA Compliance — Built In
KairosIQ provides software access only. No marketing services, lead generation, or things of value on behalf of the sponsor.
Agents receive no payments, fees, rebates, splits, or commissions from the sponsoring entity.
Agents are under no obligation to refer mortgage business back to the sponsoring entity.
Nothing in the platform implies or encourages reciprocal referrals to the sponsor.
Stop managing deals in spreadsheets.
Start closing with intelligence.
Pipeline Manager + AI Coaching + Sponsored Agent Seats. Everything a loan officer needs to manage deals, retain clients, and grow agent relationships — in one platform.