What does the Relip LOS handle?
The Relip LOS handles investor lending execution tasks such as borrower portals, document collection, milestone tracking, loan file visibility, and coordination from application through submission and closing.
Your deal desk in one place
Applications, loan details, pipeline, and status—plus pricing, credit, and borrower portal—all connected.
See every loan, every stage, in one place. From first application to funded loan, Relip keeps your team, borrowers, and capital partners in sync.
Custom‑branded borrower portalsReal‑time conditions & doc collectionAI‑assisted underwriting & summaries
Stage tracking
Pipeline & stages
See every deal on one trackable board—what just came in, what's stuck with underwriting, and what's ready to close.
Pipeline view
One pipeline for every deal—from first lead to funded. Everyone sees the same stages and the same next step.
LeadApplicationProcessingClosingFunded
Collapse leads that go cold, surface urgent deals, and keep your team working the same board instead of custom spreadsheets.
Deal desk
Deal list — your deal desk
Every application, property, and loan amount in a single table so you can sort by stage, size, or urgency and decide where to focus.
Your deal desk
| Borrower | Property | Amount | Stage |
|---|---|---|---|
| Maria Chen | 4521 Oak Blvd | $485,000 | Application |
| James Rivera | 1890 Pine St | $720,000 | Processing |
| Sarah Kim | 720 Creek Dr | $310,000 | Closing |
| David Park | 100 Main St | $890,000 | Lead |
| Lisa Wong | 55 Elm Ave | $520,000 | Funded |
All loans in one place—searchable, sortable, and ready to export. Spot bottlenecks and high‑value deals at a glance.
Single‑deal control center
Loan detail view & quick actions
Open one loan and see everything tied to it—borrowers, entities, pricing, credit, and task status—with one‑click actions to keep it moving.
Loan details at a glance
Everything about the deal—borrower, property, pricing, and status—anchored to a single screen.
- Borrower
- Maria Chen
- Property
- 4521 Oak Blvd, Riverside, CA
- Loan amount
- $485,000
- Program
- Bridge / Rehab
- Stage
- Application
Quick actions
Tap one of these actions to price the deal, trigger a soft credit check, open the borrower portal, or send a term sheet—without ever leaving the LOS.
Borrower experience
Borrower portal & doc collection
Send a single link where borrowers can see what's outstanding, upload docs securely, and track progress—without flooding your inbox.
Borrowers see your brand. Relip stays behind the scenes.
Custom‑branded borrower portal
Borrowers see exactly what's needed. You see fewer emails and faster doc collection.
Upload docs below
| Document | Category | Requested | Upload |
|---|---|---|---|
| Proof of 1st month's rent deposited into the borrower’s bank account | Borrower Doc | Requested · Jan 28, 2026 | |
| Voided Check | Borrower Doc | Requested · Jan 28, 2026 | |
| Credit Authorization Form | Borrower Doc | Requested · Jan 28, 2026 | |
| Security Deposit | Property Doc | Requested · Jan 28, 2026 | |
| Executed Settlement Statement (From Acquisition) | Title Doc | Requested · Jan 28, 2026 | |
| Title Company Information | Title Doc | Requested · Jan 28, 2026 |
Borrowers see this same checklist with your branding. Every upload flows straight into your LOS, so processors and underwriters always know what's missing.
AI‑assisted underwriting
AI deal doc & underwriting review
Let AI scan operating agreements, background reports, and bank statements to surface key fields and risks—so humans can underwrite in minutes instead of hours.
AI-powered document & underwriting review
BackgroundReport_RichardSmith.pdf
BACKGROUND REPORTRichard Smith
Relip reads every page—LLCs, bank statements, background reports—and turns them into structured data your underwriters can trust, even when sensitive details are redacted in the PDF.
AI summary — background report
Document type
Credit / Background Report
Owner / Entity
Richard Smith
Key highlights
- No OFAC, global sanctions, or PEP listings found.
- No criminal records, bankruptcies, or recent foreclosures detected.
- One late payment in last 12 months — flagged for review.
What the underwriter sees
Every finding is linked back to the source page in the PDF, so your team can click through to confirm in a few seconds instead of reading 40+ pages.
AI summaries never make credit decisions—they just surface the key details and potential issues so humans can decide faster.
FAQ
Mortgage LOS FAQs
Common questions about borrower portals, document management, and loan execution.
Is the Relip LOS built for investor loan workflows?
Yes. Relip’s LOS is built for investor lending teams managing DSCR, bridge, fix and flip, construction, rental portfolio, and commercial loan workflows rather than generic retail mortgage processes.
How does the LOS connect to the rest of the Relip platform?
The LOS fits after lead generation and pricing. Qualified deals can move from acquisition and screening into the LOS for document collection, execution, and capital-side coordination.
Application → Pricing → Capital match → Closing. One pipeline.