For processors & loan officers Built by a working loan officer

Every condition, every loan. One place.

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.

10,000+ conditions requested Every feature in the trial $25/month after
Pipeline
14 active loans 23 open conditions
Borrower
Stage
Conditions
Smith Purchase
Loan #20481
Processing
8 of 12 cleared67%
Garcia Refinance
Loan #20477
Underwriting
3 of 9 cleared33%
Nguyen Purchase
Loan #20469
Clear to close
10 of 10 clearedDone
Patel VA Purchase
Loan #20462
Processing
5 of 11 cleared45%
5 conditions sent to Jamie Smith
Branded email · just now
Live demo · No signup

Don't take our word for it. Click around.

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.

1Create a new client with sample info
2Add the conditions the underwriter needs
3Preview the branded email and request conditions
4Assign internal tasks to your team
Launch the live demo
Pipeline
Team Tasks
Team
Income Calculator
Pipeline
Total clients
4
Avg. completion
66%
Conditions sent
22
Team tasks
Order appraisalCCIn progress
Verify employmentDRIn progress
Order titleUnassigned
2/4Try it in 4 steps
Guided demo
Product demo

See Conditionly in action

A quick walkthrough of the pipeline, sending a branded condition request, and how your team tracks it to clear-to-close.

Like what you see? Start your free trial
Built by a loan officer
$100M+
in personal loan volume in 16 months
10 hrs
saved every week, with a lean team

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.

AH
Alex H.
Mortgage loan officer

Conditions shouldn't live in inboxes, spreadsheets and sticky notes.

When conditions are scattered, files stall, borrowers get the same request twice, and the loan officer finds out about a problem days too late.

Without Conditionly
Hunting through email threads
Typing the same condition list from scratch for every borrower, then digging to see what came back.
Without Conditionly
Nobody knows who owns what
Ordering the appraisal, verifying employment, reviewing title: tasks slip when they live in someone's head.
Without Conditionly
"Hey, where are we on Smith?"
Loan officers interrupt processors for status updates because there is no single place to look.
What you get

Everything your team needs to get files to clear-to-close

01Pipeline

Your entire mortgage pipeline, in one place

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.

Every borrower and file on one dashboard
Progress on every file, updated as conditions are received and cleared
PTD and PTF conditions labeled so you know what blocks docs vs. funding
Smith Purchase
Loan #20481 · Closing Nov 14
Processing
8
Cleared
2
PTD open
2
PTF open
Garcia Refinance · 6 open
Underwriting
Nguyen Purchase · 0 open
Clear to close
Patel VA Purchase · 6 open
Processing
Pick conditions
W-2s 2024 & 2025 Pay stubs, last 30 days Bank statements, 2 months Gift letter Homeowners insurance Letter of explanation
From: Maria Ruiz, Loan Officer · [Your Company]
Subject: 3 items needed for your home loan
MR
[Your logo here]
Hi Jamie, to keep your loan on track please send the items below through our secure portal.
W-2s for 2024 & 2025
Pay stubs, last 30 days
Bank statements, last 2 months
Open secure portal
02Branded requests

Request conditions in seconds, from a branded email

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.

No more retyping the same condition list
One button sends borrowers to your company's existing secure portal. No new account, and no sensitive documents stored in Conditionly
Every request builds the loan officer's brand
03Team tasks

Assign internal tasks so nothing falls through the cracks

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.

A clear owner and due date on every task
See what each processor is working on right now
Borrower and internal conditions side by side on the file
Internal conditions
Smith Purchase
MR
Order appraisal
Maria R.
Done
DK
Verify employment
Dan K. · due Thu
Working
LT
Title review
Lisa T. · due today
Today
Add internal condition
Activity
Loan officer view
Dan K. marked pay stubs received
Smith Purchase · 2 min ago
Maria R. cleared Order appraisal
Smith Purchase · 18 min ago
Underwriter added 2 PTF conditions
Garcia Refinance · 1 hr ago
Nguyen Purchase is clear to close
Yesterday
04Loan officer view

One source of truth that keeps loan officers in the loop

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.

Live status on every file they originate
Fewer "where are we?" interruptions for processing
Borrowers hear from their loan officer at the right moment
05Income calculator

Calculate qualifying income without the spreadsheet

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.

Base, overtime and bonus income in one view
Saved with the loan, not lost in a desktop file
Included in every plan at no extra cost
Income calculator
Jamie Smith · W-2
Monthly qualifying income
$6,850
Base
$6,250
Overtime
$400
Bonus
$200
How it works

From request to clear-to-close in three steps

Watch the demo
01
Request
Pick conditions from your list and email them to the borrower in one click.
02
Track
Borrowers send documents through your company's secure portal while your team sees who owns each condition and what's next.
03
Clear
Every condition gets checked off and the file moves to closing. Nothing slips.
New · Conditionly MCP

Works with your AI agent

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.

Connect your AI

Built for the whole loan team

Processors
Send requests faster, see every outstanding item across your pipeline, and hand off internal work with a clear owner.
Loan officers
Stay in the loop on every file, keep your brand in front of borrowers, and step in before a condition holds up closing.
Pricing

One plan. Every feature.

Pipeline, branded requests, team tasks, LO view and the income calculator. All included.

Quarterly
$25/month
$75 billed every 3 months
Start 7-day free trial
Annual
Best value · Save $100
$200/year
Works out to about $16.67/month
Start 7-day free trial

Questions, answered

Who is Conditionly for?
Mortgage processors who request and track borrower conditions, and the loan officers who need to know what's still outstanding on each file.
How is it different from a spreadsheet?
A spreadsheet can't send requests, collect uploads or tell your team who owns a task. Conditionly does all three and updates as documents come in. See the comparison.
Do borrowers need an account? Where do their documents go?
No account needed. The request email has a button that takes borrowers to your company's existing secure portal, so documents go where they always have. No sensitive documents are uploaded into Conditionly.
Does it handle PTD and PTF conditions?
Yes. Every condition is labeled, so you can see what still blocks docs and what still blocks funding.
Is the income calculator included?
Yes. There's one plan, and every feature is in it, including during the free trial.
How much does it cost?
$25/month billed quarterly ($75 every 3 months), or $200/year billed annually, which saves $100.
From the blog

Playbooks for processors and loan officers

Read all articles

Get every file to clear-to-close, faster.

Try every feature free for 7 days. Set up your pipeline and send your first condition request today.

Start your 7-day free trial