The LO portal.
One place for the CRM, the 1003, lender contacts, and the daily tools that move loans forward. Private to North Bay Capital's loan officers.
CRM
Pipeline, leads, contacts. Pre-approvals, milestones, and client communications in one place.
Open →
1003 / Apply Online
Send a borrower the secure online application, or open one yourself on their behalf.
Open →
LenderVaultComing soon
Searchable wholesale + residential lender database — phone, email, account-exec contact, product matrix.
On the roadmap
Rate ToolsComing soon
Today's quoted rates and the daily rate-reel generator for Instagram and TikTok.
On the roadmap
Funded AnnouncementsComing soon
Generate a closed/funded social post — caption plus ready-to-post 1:1 and 4:5 graphics with NMLS locked on.
On the roadmap
Open-House FlyersComing soon
Branded open-house flyers with a public URL and a printable QR-coded PDF.
On the roadmap
Need access or a tool added?
Tell Jesse what you need and we'll wire it in.