Sign in with your SSM Google account to view the full loan pipeline.
Read-only preview · the loan checklist is still the editing tool.
Speak Straight MortgageLO Portal
Select a loan from the pipeline
New Loan
Search GHL to link an existing contact, or enter a new borrower. Import a 3.4 later from the loan's 3.4 tab.
🎉 Send the Clear-to-Close celebration
A branded email + a celebratory text to the borrower and buyer’s agent
📄 Email the appraisal
AI summary + the appraisal PDF attached — to the borrower & buyer’s agent
Import bank statement
Paste the statement CSV (export from online banking) or upload a CSV/PDF. Claude categorizes every transaction with your vendor rules — review, fix, and commit.