# Keystone Documentation

## Docs

- [Account Mappings](https://docs.keystn.com/accounting/account-mappings.md): Account mappings define which general ledger accounts are debited and credited when specific loan pipeline events occur.
- [Bank Accounts](https://docs.keystn.com/accounting/bank-accounts.md): Bank Accounts lets you track your company's real-world bank accounts, each linked to a corresponding general ledger account for reconciliation.
- [Bank Reconciliation](https://docs.keystn.com/accounting/bank-reconciliation.md): Bank reconciliation matches your internal journal entries against bank transactions to confirm your books are accurate and complete.
- [Chart of Accounts](https://docs.keystn.com/accounting/chart-of-accounts.md): The Chart of Accounts defines every account your company uses to classify financial transactions, from cash and receivables to revenue and expenses.
- [Financial Reports](https://docs.keystn.com/accounting/financial-reports.md): Keystone provides three standard financial reports: Trial Balance, Balance Sheet, and Income Statement, all generated from your journal entries.
- [General Ledger](https://docs.keystn.com/accounting/general-ledger.md): The General Ledger shows a transaction-by-transaction history of activity for any account in your chart of accounts.
- [Journal Entries](https://docs.keystn.com/accounting/journal-entries.md): Journal entries are the fundamental unit of record-keeping in Keystone, covering lender deposits, commission payments, and manual adjustments.
- [Accounting Overview](https://docs.keystn.com/accounting/overview.md): An overview of Keystone's built-in accounting system for mortgage companies, explaining core concepts and how the modules fit together.
- [Sales Ledger](https://docs.keystn.com/accounting/sales-ledger.md): A loan-level record of all funded loans showing revenue, broker compensation, and loan details — exportable to CSV for your bookkeeper or accountant.
- [Keystone AI](https://docs.keystn.com/ai/overview.md): Keystone AI is a built-in assistant that understands your pipeline, commissions, and team — so you can ask questions, get answers, and take action without leaving the app.
- [Custom Metrics](https://docs.keystn.com/analytics/custom-metrics.md): Custom Metrics lets you define your own KPIs by choosing a measure, aggregation, filters, grouping, and chart type without writing code.
- [Funded Loans](https://docs.keystn.com/analytics/funded-loans.md): Funded Loans provides historical analysis of closed production with period-over-period KPIs, multi-year trend charts, and quarterly breakdowns.
- [Operations](https://docs.keystn.com/analytics/operations.md): The Operations module measures pipeline efficiency with lender turn time analysis, SLA-based aging reports, and loan conversion and fallout tracking.
- [Performance](https://docs.keystn.com/analytics/performance.md): The Performance module ranks loan officers by funded volume and surfaces efficiency metrics including pull-through rates and average days to fund.
- [Pipeline Analytics](https://docs.keystn.com/analytics/pipeline-analytics.md): Pipeline Analytics shows where active loans sit across processing stages, measures stage-to-stage velocity, and surfaces bottlenecks in real time.
- [Planning](https://docs.keystn.com/analytics/planning.md): The Planning module lets you set volume, unit, or revenue goals for your company or individual loan officers and track progress in real time.
- [Profitability](https://docs.keystn.com/analytics/profitability.md): The Profitability module combines loan revenue, commission payouts, and expenses to calculate net profit, margins, and per-loan economics.
- [Projections](https://docs.keystn.com/analytics/projections.md): The Projections module forecasts future fundings from your active pipeline, grouping loans by confidence level and tracking accuracy over time.
- [Commission Reports](https://docs.keystn.com/commissions/commission-reports.md): Commission reports provide a read-only view of pay period calculations, showing each employee's earnings for both draft and finalized periods.
- [Commission Rules](https://docs.keystn.com/commissions/commission-rules.md): Commission rules override a template's base rate when a loan matches specific criteria, such as a particular lender, loan type, or purpose.
- [Commission Templates](https://docs.keystn.com/commissions/commission-templates.md): A commission template defines the compensation structure for an employee role and is assigned to individual employees to drive pay calculations.
- [Commission System Overview](https://docs.keystn.com/commissions/overview.md): An overview of how the Keystone commission system works, from defining pay structures through calculating and finalizing commissions on funded loans.
- [Performance Boosters](https://docs.keystn.com/commissions/performance-boosters.md): Performance boosters add bonus commissions when an employee meets volume or unit count thresholds over a defined period, with tiered reward levels.
- [Running Commissions](https://docs.keystn.com/commissions/running-commissions.md): Running commissions covers how to group funded loans into pay periods, calculate compensation, review results, and finalize each pay period.
- [Special Cases](https://docs.keystn.com/commissions/special-cases.md): Special case groups let you match commission rules on multiple attributes simultaneously, such as a specific lender and loan type in combination.
- [Branches](https://docs.keystn.com/company-setup/branches.md): Branches represent the physical locations or organizational units in your company and are used for reporting, filtering, and commission grouping.
- [Company Settings](https://docs.keystn.com/company-setup/company-settings.md): Company Settings is where you define your company identity, select your LOS, enter your NMLS number, and configure payroll and billing options.
- [Employees](https://docs.keystn.com/company-setup/employees.md): The employee directory stores records for loan officers, processors, assistants, and managers, driving loan assignments and commission calculations.
- [Lead Sources](https://docs.keystn.com/company-setup/lead-sources.md): Lead sources tag loans with their origin channel so you can track which marketing, referral, and business development activities drive production.
- [Lenders](https://docs.keystn.com/company-setup/lenders.md): The lender directory stores contact details and program info for every wholesale and correspondent partner your company submits loans to.
- [Recurring Expenses](https://docs.keystn.com/expenses/recurring-expenses.md): Recurring expenses define costs on a schedule so Keystone automatically generates individual expense records each period without manual entry.
- [Tracking Expenses](https://docs.keystn.com/expenses/tracking-expenses.md): This guide covers how to add, view, filter, and manage one-time expenses in Keystone.
- [First Login](https://docs.keystn.com/getting-started/admin-first-login.md): How to create your Keystone account and set up your company workspace for the first time.
- [First Login](https://docs.keystn.com/getting-started/first-login.md): How to access Keystone after your administrator sends you an invitation.
- [Initial Setup](https://docs.keystn.com/getting-started/initial-setup.md): A step-by-step guide for administrators to complete the essential configuration after your first Keystone login so your team can get up and running.
- [Navigation](https://docs.keystn.com/getting-started/navigation.md): A guide to the Keystone interface, covering the sidebar layout, navigation items, company switcher, and responsive behavior.
- [Welcome](https://docs.keystn.com/getting-started/welcome.md): Keystone for loan officers, processors, and branch managers.
- [Overview](https://docs.keystn.com/index.md): Comprehensive operations platform for mortgage lending companies
- [Adding Loans](https://docs.keystn.com/loan-pipeline/adding-loans.md): How to add a loan to Keystone manually using the loan form, including all required fields and optional details.
- [Adjustments](https://docs.keystn.com/loan-pipeline/adjustments.md): Loan adjustments add or subtract amounts from a loan's revenue and commission totals to handle credits, concessions, deductions, and overrides.
- [Bulk Upload](https://docs.keystn.com/loan-pipeline/bulk-upload.md): Import loans in bulk via CSV to onboard an existing pipeline, sync from your LOS, or do periodic pipeline updates without manual data entry.
- [Editing Loans](https://docs.keystn.com/loan-pipeline/editing-loans.md): How to update loan details from the loan detail page, which is organized into tabs covering borrower, property, financial, and team information.
- [Loan Statuses](https://docs.keystn.com/loan-pipeline/loan-statuses.md): Keystone uses 16 loan statuses organized across four phases — origination, underwriting, closing, and funded — to track where each loan stands.
- [Loan Team](https://docs.keystn.com/loan-pipeline/loan-team.md): Every loan has a team of a Loan Officer, optional LOAs, and optional Processors whose assignments drive commission splits and reporting.
- [Notes](https://docs.keystn.com/loan-pipeline/notes.md): Notes capture conversations and decisions on a loan record, with each entry timestamped and attributed to the author for a full audit trail.
- [Pipeline Overview](https://docs.keystn.com/loan-pipeline/overview.md): An overview of the Loan Pipeline, Keystone's central workspace for tracking mortgage loans from application through funding and commission payout.
- [Creating Policies](https://docs.keystn.com/policies/creating-policies.md): This page walks through creating a new policy, using the rich text editor to format content, and managing policy status through its lifecycle.
- [Exporting Policies](https://docs.keystn.com/policies/exporting.md): Export any policy to PDF or DOCX format for distribution outside Keystone, regulator submissions, or printed copies.
- [Folders](https://docs.keystn.com/policies/folders.md): Folders organize your policy library into a hierarchy that mirrors your compliance and operational categories, with support for nested sub-folders.
- [Policy Management Overview](https://docs.keystn.com/policies/overview.md): An overview of Keystone's policy management system, a built-in authoring and distribution tool that replaces shared drives and email attachments.
- [Permissions](https://docs.keystn.com/policies/permissions.md): Control who can view, edit, or administer specific policies and folders using individual employee assignments or role-based access groups.
- [Uploading Documents](https://docs.keystn.com/policies/uploading-documents.md): Upload existing PDF or Word policy documents into Keystone, which extracts the text and converts it into an editable rich text policy.
- [Versioning](https://docs.keystn.com/policies/versioning.md): Keystone automatically creates a version snapshot each time a policy is published, maintaining a complete change history for regulatory compliance.
- [QC Overview](https://docs.keystn.com/quality-control/overview.md): An overview of how QC works in Keystone, covering templates, reviews, and how the system supports your required loan audit program.
- [QC Reviews](https://docs.keystn.com/quality-control/qc-reviews.md): A QC review audits a specific loan against a template checklist, tracking Pass/Fail/N/A results, reviewer notes, and an overall review status.
- [QC Templates](https://docs.keystn.com/quality-control/qc-templates.md): A QC template is a reusable checklist of review questions that ensures every loan audit covers the same items in a consistent, repeatable way.
- [Candidate Management](https://docs.keystn.com/recruiting/candidate-management.md): Day-to-day candidate management: viewing the candidate list, filtering, editing candidate information, and logging interactions and next steps.
- [Candidate Pipeline](https://docs.keystn.com/recruiting/candidate-pipeline.md): The candidate pipeline tracks every prospective hire from first contact through a hiring decision, capturing production history, licenses, and stage.
- [Compensation Estimator](https://docs.keystn.com/recruiting/comp-estimator.md): The Compensation Estimator projects a candidate's expected earnings based on your actual commission templates and their anticipated production volume.
- [Onboarding](https://docs.keystn.com/recruiting/onboarding.md): Convert a hired candidate into an employee with a guided workflow that creates their record, transfers licenses, and assigns an onboarding checklist.
- [Recruiting Overview](https://docs.keystn.com/recruiting/overview.md): An overview of the Recruiting module, covering the candidate pipeline, comp estimator, and onboarding conversion tools and how they connect.
- [Checklists](https://docs.keystn.com/tasks/checklists.md): Checklists are instances of task templates, created with individual tasks and due dates automatically calculated from a trigger date you specify.
- [Creating Tasks](https://docs.keystn.com/tasks/creating-tasks.md): This page covers how to create tasks, fill in their properties, break work into subtasks, and use comments for collaboration.
- [Task Management Overview](https://docs.keystn.com/tasks/overview.md): An overview of Keystone task management — how to track work items, assign responsibility, enforce deadlines, and automate repeating obligations.
- [Recurring Tasks](https://docs.keystn.com/tasks/recurring-tasks.md): Recurring task schedules automatically generate tasks on a defined cadence so monthly, quarterly, and annual obligations are never forgotten.
- [Task Templates](https://docs.keystn.com/tasks/templates.md): Task templates are reusable blueprints for sets of tasks your company performs repeatedly, such as employee onboarding or monthly compliance reviews.

## OpenAPI Specs

- [openapi](https://docs.keystn.com/api-reference/openapi.json)