GoSeedly Mortgage Broker Kit
A loan file is late for one of three reasons: a document has not arrived, a milestone has not moved, or the rate lock is about to expire. Keystone puts all three on every row of one white board, under a teal-blue chrome bar, so you can read twenty files without opening any of them.
YOUR KEYSTONE LOAN FILE BOARD
01 — LOAN FILE BOARD
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / Loan file boardEach row carries the borrower label, a loan purpose chip, the document checklist strip, the recorded milestone, the loan amount reference and the rate lock countdown. Selecting a row opens the file sheet beside the board, so the row stays in view while you read its record.
02 / Pre-approvalsFiles with a recorded pre-approval letter, ordered so the one closest to its recorded expiry comes first. An expired letter is marked in red. Nothing expires on its own and no letter is generated here.
03 / Rate locksRecorded locks grouped into expired, under seven days, seven to thirty, and later, measured from the working date you choose. Files with no recorded lock are listed separately as unlocked rather than given an invented countdown.
04 / Referral partnersRecorded referral partner labels with their file counts, how many are still open, and the loan amount reference total reported once per currency. Files with no recorded label keep their own stated row.
05 / ClosingsFiles grouped by recorded closing date against the working date, with the document strip beside each one so you can see what is still outstanding before the day itself.
06 / File insightsMilestone mix, loan purpose mix, recorded document completion with its denominator stated, and lock position counts. Loan amount reference totals are reported once per currency present and never added across currencies.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore ten fictional loan files across all seven milestones, with 63 document checklist items, two rate locks already under seven days and four recorded pre-approvals including one expired. Sample edits stay in the current page’s memory and reset on navigation or reload; sample files are never inserted into your CRM.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
THE KIT, UNPACKED
A loan file is a native contact-linked opportunity with namespaced borrower and co-borrower labels, loan purpose, program label, a loan amount reference in integer minor units, a free-text rate reference, lender and referral partner labels, the recorded milestone, rate lock dates, pre-approval dates, a closing date, file notes and document checklist items with stable IDs. Other custom fields are preserved, and archived checklist items are kept rather than dropped.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit brokerage name, descriptor, and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original loan file helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, and checks the current record timestamp and revision before saving. It deliberately exposes no stage mutation, so a stage change goes through your own Seedly move function under its own permission. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional and no schema migration is required.
This is not a loan origination system. There is no 1003 or URLA, no automated underwriting, no agency submission, no credit pull, no credit score, no income or asset figure, no debt ratio, no account number, no pricing engine, no rate sheet, no APR or payment calculation, no document storage, no upload, no e-signature and no disclosure generation. It makes no compliance guarantee: TRID, RESPA, ECOA, HMDA, state licensing and record retention stay entirely yours. It integrates with no lender, so a recorded rate lock is a note about a lock you took elsewhere and nothing is locked, extended, repriced or confirmed here. It orders no appraisal or title work and messages no borrower or partner. The recorded milestone is a staff entry independent of the native pipeline stage, and saving file details never moves a deal. A checklist item records that a named document arrived; document completion is received divided by recorded items with archived rows excluded, and no recorded item gives no ratio rather than a zero. Closing dates are recorded plans, not confirmed appointments or Calendar events. The loan amount reference is a recorded planning number, separate from opportunity value, commission, invoices and payments.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Keystone keeps its loan file navigation across the original broker views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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