Keystone is an all-in-one operations platform built for mortgage lending companies to manage loan origination, commission management, accounting, recruiting, quality control, and more.Documentation Index
Fetch the complete documentation index at: https://docs.keystn.com/llms.txt
Use this file to discover all available pages before exploring further.
Get started
First login
Create your account, sign in, and get oriented.
Initial setup
Configure your company, branches, employees, and lenders.
Core features
Loan pipeline
Manage loans from origination through funding.
Commissions
Rule-based commission structures and payroll.
Accounting
Chart of accounts, journal entries, and financial reports.
Analytics
Dashboards, KPIs, and business intelligence.
Recruiting
Candidate pipeline, onboarding, and comp estimator.
Quality control
QC templates and loan review workflows.
More sections
Expenses
Track and manage employee expenses.
Policies
Create, manage, and distribute company policies.
Tasks
Task management, templates, and checklists.