Run your whole mortgage pipeline from one dashboard. Request conditions from branded emails in seconds, give your processing team clear ownership, and keep loan officers in the loop without another status call.
Open a sandbox of Conditionly with a sample pipeline already loaded. A short guided checklist walks you through a real day of condition tracking in about two minutes.
A quick walkthrough of the pipeline, sending a branded condition request, and how your team tracks it to clear-to-close.
I built Conditionly for my own pipeline. It's how I've done over $100M in the last 16 months without a big operation behind me. My team gets about 10 hours back every week, and that time goes into closing more loans.
When conditions are scattered, files stall, borrowers get the same request twice, and the loan officer finds out about a problem days too late.
See every active loan, its stage and how many conditions are still open at a glance. Know which files are moving and which ones need you today.
Pick conditions from a list and send them in one click. Borrowers get a clean, professional email with the loan officer's name and branding front and center, not a wall of copy-pasted text.
Not every condition comes from the borrower. Assign internal conditions like ordering the appraisal or verifying employment to a teammate, with a due date, so everyone knows who owns what.
Loan officers see new requests, received items and cleared conditions as they happen. They can coach borrowers before a file stalls, without pinging the processor for a status update.
A built-in income calculator for the numbers you run on every file. Enter what's on the pay stubs and W-2s and get monthly income you can work with, right next to the conditions that support it.
Connect your Conditionly pipeline to Claude, ChatGPT, Cursor and other MCP-compatible AI. Ask what's still outstanding, mark conditions received and prep condition-request emails right from your chat.
Pipeline, branded requests, team tasks, LO view and the income calculator. All included.
Try every feature free for 7 days. Set up your pipeline and send your first condition request today.
Start your 7-day free trial