When you refer a client to a lender, the referral usually disappears into an email and you never hear how it went. Loopenta turns that referral into a tracked lead with live status — so you can see it move from pending to in-pipeline to closed won.
What it is: A thin, focused workspace and a tracked cross-org referral loop.
Who it's for: CPAs, financial advisors, attorneys, insurance agents, and builders who refer clients to a lender.
Why it's different: A referral isn't a dead email — it's a tracked lead with live status (pending → in pipeline → closed won), and you own your contacts.
What you can do
- Send a referral to a partner lender and watch its status close the loop — pending, in pipeline, closed won.
- Maintain a partner network of the lenders you work with.
- Work in a clean workspace — Home, Contacts, LMI Search, and a referral inbox — without the full mortgage loan-officer toolset.
- Check LMI eligibility by ZIP when it's relevant to a client.
- Keep your own contacts — you own them.
Frequently asked questions
- How do CPAs / advisors track mortgage referrals?
- You send a referral to a partner lender and it becomes a tracked lead with live status — pending, in pipeline, closed won — so you see what happened instead of guessing after a dead email.
- What happens to a referral I send?
- It becomes a tracked cross-org lead with a live status that closes the loop back to you: pending, then in the lender's pipeline, then closed won. You also keep your own contacts.
- Is it free for referral partners?
- Yes. It's free for referral partners — a clean workspace (Home, Contacts, LMI Search, referral inbox) without the full LO toolset, plus LMI eligibility checks by ZIP.