Loans in pipeline
0
no active files yet
Earned commission (YTD)
$0
log a funded deal
Projected commission
$0
add a file to forecast
New leads this week
—
connect your CRM
Commission summary
From your logged deals in Deal Pipeline · tick “Paid” on a funded deal to move it out of Outstanding
Earned
$0
Funded & closed this period
Paid
$0
Marked paid this period
Outstanding
$0
Funded, not yet paid
Pending
$0
In your open pipeline
Used only until you log funded deals — then these tiles switch to your real numbers.
Your pipeline
Deals by stage, with commission value
📂 No deals logged yet. Add your first loan file and it moves Application → Funded here.
Ask your AI
Loan scenarios, guidelines, objections, marketing — agency rules for conventional, FHA, VA, USDA and non-QM on hand
Ask anything — e.g. "FHA borrower, short sale 3 years ago, what's the waiting period?" or "Write a follow-up text for a lead who went cold."
📋 Guideline answers are the agency floor — lender overlays may be stricter. Education, not an underwriting decision.
Everything waiting for your approval
Approve or skip — your decision is saved instantly
| Item | Details | Submitted | Action |
|---|
Nothing pending — you're all caught up. 🎉
Decision history
Items you've already approved or denied
| Item | Decision | Decided |
|---|
No decisions yet.
Open
0
to do
Done
0
checked off
Due today
0
on your plate
Overdue
0
past due date
Your to-do list
Add a task, set a due date + priority, check it off when done
✅ No tasks yet.
Add your first above to start your daily priority list.
Add your first above to start your daily priority list.
Social posts
Social caption, image and carousel generation is not available in CML yet.
You can use SEO & Blog for article drafts or edit your own footage in the Video editor. Review your content before sharing it. Social posting and scheduling are not connected.
🛠️
We're setting up your blog address
Your account manager handles the address. You can create drafts now. They stay unpublished until you approve them after the address is ready.
Write a new post
Tell us what to write about, or pick one below. We'll write it — you just say yes.
Or pick a topic
Write for me automatically
Pick how often. We write the draft, you still say yes before anything goes live.
What we'll write next
Your list, in order. Add your own, or let us suggest some. Nothing here costs anything until a post is written.
Nothing queued. If the list is empty when a scheduled post is due, we'll pick a topic from your programs and licensed areas.
Waiting for your yes
Nothing waiting. Write a post above and it'll show up here for you to approve.
Live on your blog
Nothing published yet. Approve a post above and it appears here.
How your blog is doing
–
Posts live on your blog
–
Times your posts were read
–
Posts published this month
Reads over time
Hover a bar to see that day.
Your best posts
Most-read first, over the period above.
Make a piece with your partner on it
Finished, ready-to-post marketing carrying both your brands. Win an agent in Realtor Partners first, then make something they will want to share.
Finish your Brand Kit first
Co-branded pieces print your name and NMLS number next to your partner's —
that pairing is the whole point of the piece. Add them in Brand Kit and the studio
opens up. A headshot and logo are optional, but they are what make it look expensive.
Co-branded marketing — make your partners look good
Generate content your realtors will love
Branded with your business name and your partner's — they get free marketing, you stay top of mind.
Partner (realtor)
Content type
Meta Ads
Loading your ad workspace…
AI ad images — no designer needed · 0 credit per image
Describe your ad
a friendly customer meeting with a business team, warm tonesa clear service consultation, bright modern workspacecustomers celebrating a completed project, welcoming tonea local business team greeting customers, natural light
Format
Anything you make here shows up in the Ad Launcher straight away — pick it there and launch.
Your images appear here
Your images appear here
Your images appear here
Your images appear here
One-time setup
Add your face + clone your voice — free, do this once.
1 · Your face photo
Not set
Best results: head and shoulders, face centred and looking at the
camera, space above your head, even lighting, plain background,
eyes open, no sunglasses or hats. One person only.
free — shows the exact frame we send
2 · Your voice
Not cloned
Upload a clean voice sample (~15–30s of you speaking). We clone it once; every video then speaks in your voice.
Generate a video — no filming
30 credits per minute of finished video · your face & cloned voice
Finish your one-time setup (photo + voice) to unlock video generation.
Why getting pre-approved early makes you a stronger buyer
When tapping home equity with a HELOC actually makes sense
Veterans: how a $0-down VA loan works
Video format
30 credits per minute, rounded up —
any video up to a minute costs 30 credits.
You are charged only if the render succeeds.
Rendering takes about 10 minutes. You can close this page; it keeps going and the video appears here when it is done.
Rendering takes about 10 minutes. You can close this page; it keeps going and the video appears here when it is done.
Your videos
No videos yet — finish setup, write a script, and generate your first one above.
New edit
Upload a raw clip — our editor cleans it up, adds captions & music, and sends back a finished MP4.
Each edit costs 10 credits · you have 0 credits. Charged only when your edit finishes.
Your edits
No edits yet — upload your first raw clip above and we'll do the rest.
Your balance
0
credits · 1 credit = $0.10
🖼️ Image
0 credit
0 credit
🎬 Clone video
30 credits/min
30 credits/min
Your plan includes 0 credits each month. Prices are shown before each paid action. Purchased credits do not expire.
Buy more credits
Secure checkout via Whop. Credits land in your wallet the moment payment clears.
Usage & history
No activity yet.
About you
Your details — collected at signup, editable any time. These personalize your content, ads, and funnel.
First name
Phone
City & state
Last name
NMLS
Your website
About you
Your brand assets
Fill this once — we reuse it on your website, landing pages, and ads
Business name
Next-step link
Logo
Professional headshot
Brand colours
Used on your carousel slides and co-branded flyers — the accent bar, slide numbers and your name plate. Leave blank for our default blue.
Main colour
Deep colour (optional)
The deep colour tints the last slide of a carousel, behind your name plate.
Licensed states
The states you're licensed to lend in.
Client reviews
Shown on your website + landing pages
Market benchmarks, not a borrower quote
These are cached published benchmarks. Products can have different dates and sources. Confirm a current lender quote for the actual borrower, term, fees and eligibility.
No cached benchmarks are available. This is not a zero rate. Check with your lender and try again later.
Check content before it goes out
Review an ad, social post, email or flyer before publishing. Automated checks require setup.
⚖️ AI guidance, not legal advice — confirm with your compliance team before publishing.
Check history
🛡️ Nothing checked yet.
Paste content above to run your first compliance check.
Paste content above to run your first compliance check.
Add a deal, move it through to Funded, and everything downstream updates itself: your commission figures, and a lifelong watch on that client for the moment they should hear from you again.
What one deal here gets you
This page is the engine room. Nothing else in the product knows about a client until a deal is in here.
💰
Your commissions, counted
Earned this year, still to come, and what is funded but not yet paid. No spreadsheet.
🔁
A watch on every past client
Once a deal is Funded we keep checking it. When rates drop far enough to be worth a call, when their PMI can come off, when they cross an equity milestone — you get told.
✍️
The message already written
Each alert comes with a text and an email drafted from that client's real numbers. You read it, you send it. We never send anything for you.
It works on deals you closed years ago too — that is what the import below is for.
A funded loan needs its interest rate before we can spot a refinance, so add it where you have it.
Active files
0
$0 in volume
Funded (YTD)
0
$0 earned
Projected commission
$0
still in pipeline
Avg commission / loan
$0
on funded loans
Import from your LOS
Export your pipeline from any loan origination system and drop the file here — CSV or Excel. We match your columns to ours, show you the match against your own data, and nothing is saved until you say so. We never store SSNs, dates of birth, credit scores or documents.
Drop your export here, or click to choose
CSV or .xlsx · up to 10 MB
Bring your past clients in
Upload past closings to support refinance, equity and PMI review. Monitoring depends on complete loan information and available benchmarks.
Drop your list here, or click to choose
A CSV from your LOS, your CRM, or a spreadsheet you keep yourself.
Start with a name and a close date. Add the interest rate, loan amount, property value and state where known. Missing information is not invented.
Your loan pipeline
Every file, every stage — never dropped
📂 No loan files yet.
Add your first file and it'll move through Application → Processing → Underwriting → Funded here.
Add your first file and it'll move through Application → Processing → Underwriting → Funded here.
Application0
Processing0
Underwriting0
Approved0
Funded ✓0
We watch your funded deals for three things: a rate drop
worth a refinance, an equity milestone, and PMI that can come off.
When one fires you get the math plus a draft you can send.
Nothing is ever sent for you.
Add and track your deals in Deal Pipeline. Loans you mark Funded automatically show up here as commission.
Commission earned — 0 year to date
$0
mark a loan Funded in Deal Pipeline to start tracking
Monthly commission goal
$
Set a monthly commission goal to track progress.
0% of goal
This month's funded commission
Income breakdown
Closed this month$0
Projected (pipeline)$0
Avg commission / loan$0
Loans closed YTD0
Recent closings
| Client | Loan type | Loan amount | Commission | Closed |
|---|
💰 No closings logged yet — funded loans show up here.
Realtors found
0
this search
Prospects
0
in your pipeline
Partners won
0
you marked partnered
Search cost
5
credits · cache free
⚠️ Set your licensed states in Brand Kit before searching — realtor search is restricted to states you can lend in.
Find local realtors to partner with
Pick a city in one of your licensed states. We pull active agents from Google Maps. Same area searched in the last 30 days is served free from cache.
State (licensed)
City / area
Realtors found
Search a city above to pull local agents you can recruit.
Your recruiting pipeline
Prospects you're working
Move each agent along: New → Contacted → Interested → Partnered (or Passed)
No prospects yet — find realtors above and add them here.
Your partners
Everyone you are
working, and everyone you have won. Move an agent along as they reply.
Active partners
0
in your network
Referrals received
0
all-time, logged
Going cold
0
no contact in 0d
Pieces generated
0
co-branded & outreach
Your referral partners
Ranked by the referrals you have logged with +1
+ Add a partner manually
No partners yet — win some from your pipeline.
Keep relationships warm
No contact in 0+ days
✓ Everyone's been contacted recently — nice work.
Generated content library
Nothing generated yet.
Team logins
Give a team member their own login to your dashboard. They see your workspace, but cannot change billing or your plan.
Loading your team…
Team members
0
0 active
Total volume
$0
entered by you
Total loans
0
team this month
Avg volume / LO
$0
per team member
Your team members
Keep your team's contact details and status up to date
+ Add team member
| Team member | NMLS | Contact | Loans (mo) | Volume | Status |
|---|
👥 No team members added yet.
Use + Add team member to build your team roster.
Use + Add team member to build your team roster.
Ask your AI coach anything
Loan scenarios, objections, marketing, growth — with agency guidelines (conventional, FHA, VA, USDA, non-QM) on hand
📋
Guideline answers are the agency floor — your lender's overlays may be stricter, so verify with your AE or underwriter before quoting a borrower. This is education, not an underwriting decision: it can't tell you whether someone qualifies.
No messages yet — ask your first question below.
Try asking
💬 "Write a follow-up text for a lead who went cold"
💬 "How do I structure a self-employed buyer?"
💬 "What should I post this week?"
💬 "How do I hit 10 closings next month?"
💬 "Structure a self-employed buyer, 720 score"
Your guide to CloseMyLeads AI
One short lesson per tool. Read them in any order, and tick them off as you go.
0 of 0 done
Open a support ticket
Goes straight to our team — first response same business day
Subject
Priority
★ VIP — Gold plan
Your tickets are automatically flagged VIP and answered first.
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