Active Loans
0
No loans in pipeline
Pipeline Volume
$0
Add loans to see volume
Funded This Month
$0
No funded loans yet
Leads
0
No leads added yet
Recent Borrowers
Latest loan applications
| Borrower | Loan Type | Amount | Stage | LTV |
|---|
Today's Tasks
0 Due
No tasks yet — add one
Quick Actions
Recent Activity
Activity will appear here as you use the CRM.
Borrowers
All
Purchase
Refinance
VA/FHA
Conv
| Borrower | Loan Type | Property Address | Loan Amount | LTV | DTI | Credit | Stage | LO Action |
|---|
Leads
All
New
Contacted
Qualified
Converted
| Name | Phone | Address | Loan Purpose | Source | Status | Date Added | Actions |
|---|
Loan Pipeline
0 loans
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Pipeline: $0
·
0 active
Twilio Dialer
Twilio Connected · +1 (312) 555-0010
Outbound Dialer
Enter number
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2ABC
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Power Dialer Queue
● Idle
0 contacts
0
Connected
0
Voicemail
0
No Answer
0
Remaining
Call Log
No calls logged yet.
SMS / Text Messaging
Twilio SMS · +1 (312) 555-0010
—
Select a contact
Choose a borrower from the list
AI Underwriter
UWM Guidelines v2024
Cross-referenced with UWM underwriting matrix
Loan File Input
UWM Guidelines Reference
Conventional — Key Thresholds
Max LTV (Primary Purchase)97% (≥720 FICO)
Max LTV (Investment)80%
Max Back-End DTI50% (DU Approve)
Min FICO (Conv)620
Min FICO (Jumbo)700
PMI Required (LTV >80%)Yes
FHA Max LTV96.5% (≥580 FICO)
VA Max LTV100% (No PMI)
AI Underwriting Analysis
Awaiting Input
🤖
AI Underwriter Ready
Fill in the loan file details and click
Run AI Underwriter Analysis to get an instant decision.
Run AI Underwriter Analysis to get an instant decision.
Tasks
All
Overdue
Today
Upcoming
Done
AI Agent
Claude · Sonnet 4.6Lead Context
Actions
AI Response
Emeritus AI Agent
Pick a lead, add context, then choose an action — or type a freeform question below.
Reports & Analytics
Pipeline by Stage
Lead Source Breakdown
Loan Type Mix
Task Completion Rate
Settings
Profile
Dialer
Connect Email
Data
These credentials override the server environment variables. Leave blank to use the server defaults.
Gmail
Connect your Google Workspace or Gmail account
Outlook / Office 365
Connect your Microsoft 365 or Outlook account
Export Backup
Download all CRM data — leads, loans, call history, settings — as a single JSON file.
Restore from Backup
Import a previously exported Emeritus
.json file. Existing data will be overwritten.⚠ Danger Zone
This will permanently delete all borrowers, leads, loans, tasks, and call history.
This action cannot be undone. Export a backup first if you want to preserve your data.
