The operating system for the
entire client lifecycle.
Prelode keeps your origination and processing teams in one core platform — automated client touchpoints, agentic workflows, and real-time opportunity detection, from the first hello through post-funding.
From first hello to post-funding.
Prelode helps originators and their teams curate bespoke client experiences from the moment they meet — automated client touchpoints, task creation and assignment, and agentic workflows that keep every file moving without anyone chasing it.
- Automated touchpoints at every stage of the journey
- Tasks created and assigned to the right teammate, automatically
- Agentic workflows that action the next step for you
- Post-funding insights that keep past clients close
Your database, working while you sleep.
Event-driven rules watch your book in real time and surface the opportunities hiding in it. The threshold-for-benefit agent — the first tool of its kind — tracks current rates against every past client and identifies refinance opportunities the moment they appear, with proposals generated autonomously for your review.
- Real-time opportunity identification, event-driven
- Threshold-for-benefit agent: rates vs. your past clients, live
- Autonomous proposal generation, ready for your sign-off
- Property valuation updates and lock-expiry reminders
One home for your client's whole mortgage life.
Clients complete their application, submit documents, message your team, and track every milestone in a dynamic dashboard that understands their current transaction and their long-term goals. Prequalification tools flag risk early — with loan-program-specific recommendations on how to solve it.
- Dynamic client dashboards — transaction + long-term goals
- Direct messaging with your team, in one thread
- Full application and document upload, self-serve
- Self-serve pre-approval letters and live loan status
- Risk flags with program-specific fixes, before they bite
The layer above your LOS — old or new.
Prelode integrates directly with the LOS you already run and brings teams on legacy platforms up to date overnight. Structure, qualify, and push proposals and pre-approval letters from Prelode — everything syncs into your LOS. And only documents verified by our intelligent doc analyzer and your team make it in, filtering out the surprises that kill loans.
- Direct LOS integration — legacy or modern
- Structure and qualify right in Prelode; it flows downstream
- Intelligent doc analyzer + your team's review as the filter
- Loan-killers flagged before they ever reach your LOS
One platform. Every workflow.
Direct client messaging
Every conversation in one thread — clients, LOAs, ops.
Dynamic client dashboards
Aware of the current transaction and long-term goals.
Application & documents
Clients apply and upload; your team reviews and approves.
Structure & qualify
LOA and originator work the file right in Prelode.
Self-serve pre-approvals
Letters clients generate within their approved limits.
Loan status & lock reminders
Milestones, lock-expiry countdowns, zero chasing.
Valuation updates
Property values refreshed across your book.
Agentic workflows
Event-driven rules that action the next step for you.
See what your team looks like on Prelode.
Tell us a little about you and what you're after — we'll take it from there. Whether you're exploring, ready for a demo, or ready to buy, it starts here.