Does Mortgage Funnel Suite integrate with our LOS?

We don’t claim a built-in integration with any specific loan origination system. The suite works alongside your LOS through CSV exports and imports and outbound webhooks that your team or LOS administrator can map. We are honest about that so you can plan around it.

Which LOS platforms do your clients use?

Mortgage groups use many systems, for example Encompass, Arive, LendingPad, Byte, Calyx Point or MeridianLink Mortgage. The suite does not depend on which one you use, because the handoff is file- or webhook-based.

What moves from the suite to the LOS?

When a borrower reaches the Application stage, the contact’s details, source and notes can be exported or sent by webhook so your team can start the loan file without retyping.

What moves back from the LOS to the suite?

Milestones and closings, if you send them back by import or webhook. Many teams update the stage manually at first; it takes seconds per loan.

Do borrowers fill out the 1003 in the suite?

The suite includes a 1003-style application flow you can use, or your existing LOS application link. Most groups keep the LOS application for the full loan file and use the suite’s short forms for first contact. See the application demo.

Is borrower data secure in transit?

Exports are downloaded over HTTPS by authorized users; webhooks are sent over HTTPS with a shared secret. We never ask for Social Security numbers in marketing forms.

Can you build a custom integration?

If your LOS offers an API and your administrator approves it, we can scope a custom connection as a separate project. We will never list it as a standard integration until it exists.

Will we have to double-enter data?

Some, at stage changes, unless you set up webhooks or imports. The goal is to keep marketing data in the suite and loan data in the LOS, each in its own system of record.

Suite 503 · Works alongside your LOS

Marketing in the suite, loans in your LOS

The suite works alongside your loan origination system rather than replacing it: marketing and the borrower relationship live in the suite, the loan file lives in your LOS, and clean handoffs connect them.

Book a walkthrough

Tolly carrying a folder across a bridge between two buildings

Two systems, two jobs

Where each system leads

Answer first: the suite owns everything before the application and after closing; the LOS owns the loan. Handoffs happen at two points.

Mortgage Funnel Suite

Website & funnelsLead & pre-qualNurture & follow-upClosed → reviewsPast client

Your LOS

Application → loan fileProcessing & underwritingClosing

Handoff 1: Application (export or webhook to LOS) · Handoff 2: Closing (import or manual stage update back to the suite)

What moves, and how

The handoff, field by field

What moves between the suite and your LOS
Data	Direction	How	Status
Borrower contact details	Suite → LOS	CSV export or webhook	Available
Lead source and campaign	Suite → LOS	CSV export or webhook	Available
Loan milestones	LOS → suite	CSV import, webhook, or manual stage	Available (you map it)
Closed loan amount	LOS → suite	CSV import	Optional
Credit, income, SSN	Never	Stays in the LOS	By design
Native two-way LOS sync	—	—	Not offered as standard

Ask the front desk

Questions about your LOS

YouDoes Mortgage Funnel Suite integrate with our LOS?

Funnel Suite team
We don’t claim a built-in integration with any specific loan origination system. The suite works alongside your LOS through CSV exports and imports and outbound webhooks that your team or LOS administrator can map. We are honest about that so you can plan around it.
YouWhich LOS platforms do your clients use?

Funnel Suite team
Mortgage groups use many systems, for example Encompass, Arive, LendingPad, Byte, Calyx Point or MeridianLink Mortgage. The suite does not depend on which one you use, because the handoff is file- or webhook-based.
YouWhat moves from the suite to the LOS?

Funnel Suite team
When a borrower reaches the Application stage, the contact’s details, source and notes can be exported or sent by webhook so your team can start the loan file without retyping.
YouWhat moves back from the LOS to the suite?

Funnel Suite team
Milestones and closings, if you send them back by import or webhook. Many teams update the stage manually at first; it takes seconds per loan.
YouDo borrowers fill out the 1003 in the suite?

Funnel Suite team
The suite includes a 1003-style application flow you can use, or your existing LOS application link. Most groups keep the LOS application for the full loan file and use the suite’s short forms for first contact. See the application demo.
YouIs borrower data secure in transit?

Funnel Suite team
Exports are downloaded over HTTPS by authorized users; webhooks are sent over HTTPS with a shared secret. We never ask for Social Security numbers in marketing forms.
YouCan you build a custom integration?

Funnel Suite team
If your LOS offers an API and your administrator approves it, we can scope a custom connection as a separate project. We will never list it as a standard integration until it exists.
YouWill we have to double-enter data?

Funnel Suite team
Some, at stage changes, unless you set up webhooks or imports. The goal is to keep marketing data in the suite and loan data in the LOS, each in its own system of record.

Map the handoff with your LOS admin

Bring your LOS administrator to the walkthrough and we’ll sketch the export and webhook mapping together.

Book a walkthrough

Free 30-minute walkthrough · no obligation · reply within 1 business day