Customer Success

Driving your success with personalized onboarding, proactive support, and deep industry expertise.

Driving your success with personalized onboarding, proactive support, and deep industry expertise.

Less than 1s

Pricing Response Time

Deliver instant pricing results for faster decisions and better borrower experience.

Less than 1s

Pricing Response Time

Deliver instant pricing results for faster decisions and better borrower experience.

Less than 1s

Pricing Response Time

Deliver instant pricing results for faster decisions and better borrower experience.

Less than 1s

Pricing Response Time

Deliver instant pricing results for faster decisions and better borrower experience.

150k+ Per Week

Loan Scenarios Priced

Battle-tested by top lenders across millions of loan combinations.

150k+ Per Week

Loan Scenarios Priced

Battle-tested by top lenders across millions of loan combinations.

150k+ Per Week

Loan Scenarios Priced

Battle-tested by top lenders across millions of loan combinations.

150k+ Per Week

Loan Scenarios Priced

Battle-tested by top lenders across millions of loan combinations.

~99.99%

Historical Uptime

Built for reliability, so you're always ready to price. No downtime, no delays.

~99.99%

Historical Uptime

Built for reliability, so you're always ready to price. No downtime, no delays.

~99.99%

Historical Uptime

Built for reliability, so you're always ready to price. No downtime, no delays.

~99.99%

Historical Uptime

Built for reliability, so you're always ready to price. No downtime, no delays.

In a platform as powerful and configurable as LoanPASS, too many options can sometimes feel like too much risk. That’s why we invest heavily in onboarding and support—to ensure every customer not only launches successfully, but thrives long term. From day one, our team is an extension of yours.

In a platform as powerful and configurable as LoanPASS, too many options can sometimes feel like too much risk. That’s why we invest heavily in onboarding and support—to ensure every customer not only launches successfully, but thrives long term. From day one, our team is an extension of yours.

Our Customer Success team is not only responsive, it’s experienced. We maintain a high-touch, low-turnover approach, with dedicated specialists who’ve supported complex mortgage and non-agency pricing models for years. This team has earned industry recognition, including the Lenders’ Choice Award for Best Onboarding Process at The Mortgage Collaborative’s A Mile Above conference. Combined with a comprehensive knowledge base and proactive check-ins, we deliver support that’s both strategic and dependable.

Our Customer Success team is not only responsive, it’s experienced. We maintain a high-touch, low-turnover approach, with dedicated specialists who’ve supported complex mortgage and non-agency pricing models for years. This team has earned industry recognition, including the Lenders’ Choice Award for Best Onboarding Process at The Mortgage Collaborative’s A Mile Above conference. Combined with a comprehensive knowledge base and proactive check-ins, we deliver support that’s both strategic and dependable.

Expertise Backed by Real Relationships

Every new client begins with a structured onboarding process that’s focused on outcomes, not just configuration. We begin by learning how your business works—your products, processes, and people. From there, we help codify your pricing rules, eligibility criteria, and investor logic inside loanpass. We also educate your team on best practices, giving you confidence not only in how the system works, but how to use it to your advantage. Finally, we work with you to plan for future growth—whether that means launching new programs or expanding to new channels.

Every new client begins with a structured onboarding process that’s focused on outcomes, not just configuration. We begin by learning how your business works—your products, processes, and people. From there, we help codify your pricing rules, eligibility criteria, and investor logic inside loanpass. We also educate your team on best practices, giving you confidence not only in how the system works, but how to use it to your advantage. Finally, we work with you to plan for future growth—whether that means launching new programs or expanding to new channels.

When issues arise, our resolution process is structured around transparency and collaboration. We set clear expectations for response times and resolution paths, then work side-by-side with your team to find the right solution. Our goal is not just to fix issues—but to prevent them, document the learnings, and strengthen your workflow moving forward.

When issues arise, our resolution process is structured around transparency and collaboration. We set clear expectations for response times and resolution paths, then work side-by-side with your team to find the right solution. Our goal is not just to fix issues—but to prevent them, document the learnings, and strengthen your workflow moving forward.

Award Winning

Award Winning

Voted Best Onboarding Process by lenders at The Mortgage Collaborative’s ‘A Mile Above’ conference. Our tenured support team delivers expert, responsive service that clients trust and praise.

Voted Best Onboarding Process by lenders at The Mortgage Collaborative’s ‘A Mile Above’ conference. Our tenured support team delivers expert, responsive service that clients trust and praise.

Voted Best Onboarding Process by lenders at The Mortgage Collaborative’s ‘A Mile Above’ conference. Our tenured support team delivers expert, responsive service that clients trust and praise.

Customer Success Team

Expert guidance and ongoing support from a team that understands your products, process, and priorities.

Expert guidance and ongoing support from a team that understands your products, process, and priorities.

Derek Staley

VP of Account Management

Patricia B.

Customer Success

Connor K.

Customer Success

Tyler A.

Customer Success

Racheal R.

Customer Success

Derek Staley

VP of Account Management

Patricia B.

Customer Success

Connor K.

Customer Success

Tyler A.

Customer Success

Rachael R.

Customer Success

Derek Staley

VP of Account Management

Patricia B.

Customer Success

Connor K.

Customer Success

Tyler A.

Customer Success

Tyler A.

Customer Success

Rachael R.

Customer Success

Empowered to Own Your Success

Take control of your configuration—with the confidence of having loanpass behind you.

Take control of your configuration—with the confidence of having loanpass behind you.

The most effective teams don’t wait for change—they drive it. With LoanPASS, your team has the power to own and evolve your pricing and eligibility strategy directly, without relying on developers or external consultants. From adjusting margin strategies to launching new programs, our platform puts control in your hands.

The most effective teams don’t wait for change—they drive it. With LoanPASS, your team has the power to own and evolve your pricing and eligibility strategy directly, without relying on developers or external consultants. From adjusting margin strategies to launching new programs, our platform puts control in your hands.

But ownership doesn’t mean going at it alone.

But ownership doesn’t mean going at it alone.

Your dedicated Customer Success manager is here to help you streamline updates, validate logic, and apply best practices—so configuration becomes a competitive edge, not a cost center. Whether you're optimizing for a new channel, rebalancing investor allocations, or testing a new pricing model, we’ll make sure your environment is aligned, accurate, and easy to manage.

Your dedicated Customer Success manager is here to help you streamline updates, validate logic, and apply best practices—so configuration becomes a competitive edge, not a cost center. Whether you're optimizing for a new channel, rebalancing investor allocations, or testing a new pricing model, we’ll make sure your environment is aligned, accurate, and easy to manage.

Self-sufficiency shouldn’t be complicated. With LoanPASS, it's empowering.

Self-sufficiency shouldn’t be complicated. With LoanPASS, it's empowering.

What you get:

Upload a credit report and return pricing + conditions in seconds

Upload a credit report and return pricing + conditions in seconds

Upload a credit report and return pricing + conditions in seconds

Upload a credit report and return pricing + conditions in seconds

Strategic support that aligns system updates with business objectives

Strategic support that aligns system updates with business objectives

Strategic support that aligns system updates with business objectives

Strategic support that aligns system updates with business objectives

A proven, collaborative approach that reduces costs and accelerates ROI

A proven, collaborative approach that reduces costs and accelerates ROI

A proven, collaborative approach that reduces costs and accelerates ROI

A proven, collaborative approach that reduces costs and accelerates ROI

Our customers love us for many reasons. Here's a few of them.

Frequently Asked Questions

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Is your support team in-house or outsourced?

All customer support is handled in-house by full-time LoanPASS employees based in the United States. You’ll always be speaking with someone who understands our platform and your business.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

Do you offer training after onboarding?

Absolutely. We offer refresher sessions, onboarding for new staff, and training around new features or use cases as your business evolves.

What recognition has your support team received?

LoanPASS was awarded the Lenders’ Choice Award for Best Onboarding Process by The Mortgage Collaborative—highlighting our commitment to expert, responsive customer service.

How do you ensure continuity and knowledge of our account over time?

Each client is assigned a dedicated customer success manager who stays with your account beyond onboarding. Our team documents key configurations, workflows, and preferences to ensure seamless support—even as your team or product set evolves.

How do you ensure continuity and knowledge of our account over time?

Each client is assigned a dedicated customer success manager who stays with your account beyond onboarding. Our team documents key configurations, workflows, and preferences to ensure seamless support—even as your team or product set evolves.

How do you ensure continuity and knowledge of our account over time?

Each client is assigned a dedicated customer success manager who stays with your account beyond onboarding. Our team documents key configurations, workflows, and preferences to ensure seamless support—even as your team or product set evolves.

How do you ensure continuity and knowledge of our account over time?

Each client is assigned a dedicated customer success manager who stays with your account beyond onboarding. Our team documents key configurations, workflows, and preferences to ensure seamless support—even as your team or product set evolves.

Take Control. Move Faster. Win more Business.

Turn complex pricing into a competitive advantage with LoanPASS. Faster quotes. Smarter decisions. Total control. Built for modern lending.

Schedule a Demo

Take Control. Move Faster. Win more Business.

Turn complex pricing into a competitive advantage with LoanPASS. Faster quotes. Smarter decisions. Total control. Built for modern lending.

Schedule a Demo

Take Control. Move Faster. Win more Business.

Turn complex pricing into a competitive advantage with LoanPASS. Faster quotes. Smarter decisions. Total control. Built for modern lending.

Schedule a Demo

Take Control. Move Faster. Win more Business.

Turn complex pricing into a competitive advantage with LoanPASS. Faster quotes. Smarter decisions. Total control. Built for modern lending.

Schedule a Demo

Our customers love us for many reasons. Here's a few of them.

Our customers love us for many reasons. Here's a few of them.

Our customers love us for many reasons. Here's a few of them.