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.
In the Loan Pipeline, click Add Loan in the top right.
The loan creation form is organized into four sections:
- Loan Information — identifiers, team assignments, and loan classification
- Financial Details — monetary amounts and interest rate
- Borrower Information — borrower name and credit score
- Property Information — subject property address and occupancy type
Step-by-step walkthrough
| Field | Required | Description |
|---|
| Broker Loan Number | Yes | Your internal loan number. Must be unique within your company. This is the primary identifier used throughout Keystone and is searchable in the pipeline. |
| Lender Loan Number | No | The loan number assigned by the lender/investor. Useful for cross-referencing with lender systems. |
| Loan Officer | Yes | The originating loan officer. Select from a dropdown of active employees with the Loan Officer role. This assignment drives commission calculations. |
| Lender | No | The lender or investor for this loan. Select from your company’s lender list. If the lender does not appear, add it first in the Lenders settings. |
| Lead Source | No | Where the borrower lead came from (e.g., referral partner, marketing campaign). Select from your company’s configured lead sources. Used for reporting and analytics. |
| Loan Purpose | No | The purpose of the loan. Options: Purchase or Refinance. |
| Loan Type | No | The mortgage product type. Options: Conventional, FHA, VA, USDA, Non-QM, Reverse Mortgage, HELOC, Commercial, or HELOAN. |
Step 2: Financial Details
| Field | Required | Description |
|---|
| Loan Amount | Yes | The total loan amount in dollars. Enter the numeric value (e.g., 350000). This is the base amount used for commission calculations. |
| Broker Compensation | No | The total broker compensation amount in dollars. Defaults to 0 if not provided. This is the gross revenue from the lender and is the basis for many commission calculations. |
| Interest Rate | No | The note interest rate as a percentage (e.g., 6.875). Informational; does not affect commission calculations. |
| Field | Required | Description |
|---|
| First Name | No | Borrower’s first name. Used in the pipeline display and search. |
| Last Name | No | Borrower’s last name. Used in the pipeline display, search, and sorting. |
| Credit Score | No | Borrower’s FICO score. Must be between 300 and 850. Informational field used for reporting. |
| Field | Required | Description |
|---|
| Street Address | No | The subject property street address. Searchable in the pipeline. |
| Unit/Apt | No | Apartment, suite, or unit number. |
| City | No | City of the subject property. |
| County | No | County of the subject property. |
| State | No | State of the subject property. Select from a dropdown of all 50 US states plus DC. |
| ZIP Code | No | ZIP code of the subject property. |
| Occupancy Type | No | How the borrower will use the property. Options: Primary Residence, Second Home, or Investment. |
Saving the loan
Click the Create Loan button at the bottom of the form. If all required fields are filled in and valid, the loan is created with an initial status of App Intake and you are redirected to the loan detail page.
If there are validation errors, an error banner appears at the top of the form describing what needs to be corrected.
After creation
Once the loan is created, you can:
Fields not available at creation
Some loan fields are only available after the loan is created, on the loan detail page:
- Status — New loans start at App Intake; change status from the Overview tab
- Payer Type — Set from the Overview tab (Lender, Borrower, Investor, or Seller)
- Channel — Set from the Overview tab (Broker or Non-Delegated Correspondent)
- Revenue line items — Managed from the Revenue tab
- Milestone dates — Managed from the Dates tab
- Team assignments — Assistants and processors are managed from the Overview tab
- LTV — Calculated/set on the detail page
