Build guide
Loan Officers OS
Loan Officers OS: loan pipeline and underwriting conditions, connected to clients, matters & engagements and deadlines & filings - calculations, views and example rows already set up.
For: Accountants, auditors, financial advisers, lawyers and paralegals, analysts, underwriters and compliance officers
- Linked databases
- 7
- Connections
- 6
- Automatic calculations
- 10
- Ready-made views
- 14
What it saves you
- Every application from pre-approval to funding with amount, rate lock and close date - expiring rate locks are flagged.
- Conditions per loan with who owes them - outstanding items are the checklist for every borrower call.
- Statutory and client deadlines count down with overdue flags
- Documents still missing from each client are listed per matter
- Billable time rolls up into unbilled value per matter
- Every matter shows hours used against the fee estimate
How the parts work together
- Engage: Add the client and a matter with fee estimate → Add every deadline you are accountable for
- Collect: List document requests → Chase from "Outstanding" and update Last chased
- Work & bill: Log time daily → Invoice from "To bill" and tick Billed
Databases inside
Clients
Individuals and companies you advise, with open matters and unbilled value rolled up.
6 fields · 1 calculated automatically · linked to Matters & Engagements, Loan Pipeline
Views: All clients, By risk
Matters & Engagements
Each engagement with fee estimate. Hours, unbilled value and outstanding document requests roll up automatically.
9 fields · 4 calculated automatically · linked to Clients, Deadlines & Filings, Document Requests, Time Entries
Views: Matter board, Waiting on documents
Deadlines & Filings
Filing, court, regulatory and client deadlines with days remaining and an overdue flag.
7 fields · 2 calculated automatically · linked to Matters & Engagements
Views: Next 30 days, Overdue, Deadline calendar
Document Requests
Records and information requested from clients, with dates chased - the list you send when a client asks "what do you still need?".
6 fields · 1 calculated automatically · linked to Matters & Engagements
Views: Outstanding
Time Entries
Billable and non-billable time per matter; unbilled value is calculated from your rate.
8 fields · 1 calculated automatically · linked to Matters & Engagements
Views: This week, To bill
Loan Pipeline
Every application from pre-approval to funding with amount, rate lock and close date - expiring rate locks are flagged.
7 fields · 1 calculated automatically · linked to Clients, Underwriting Conditions
Views: Pipeline, Locks expiring
Underwriting Conditions
Conditions per loan with who owes them - outstanding items are the checklist for every borrower call.
5 fields · linked to Loan Pipeline
Views: Outstanding, By source
You get the finished workspace, not homework.
Buy it once for $19 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Loan Officers OS →