Sign in to ELI
For now the password is ELI for everyone. Real passwords come later. (build 34)
| Borrower | Target Rate / Price | Captured Rate / Price | Product |
|---|
Loading your progress…
Run the team and set how ELI works for your loan officers. Changes save on this device. Anything tagged Live in ELI updates the loan officer view right away.
| Loan officer | Access | Contacts | Status |
|---|
| Category | Pts each | Max pts |
|---|
| Task | Due day |
|---|
Build ELI’s architecture here — data sources and uploads, how records relate, stage rules and setup. Claude also sees what you’ve set on the Dashboard (team, scoring, onboarding and stage plan). Nothing here changes ELI on its own.
Upload contacts, loans and other lists by source. Check a file’s columns, plan how it maps with Claude, then save it to ELI’s database. Saved files are kept as they came in until the standard import format for each source is set; only admins can see them.
Realtors, partners and other business contacts exported from Arive.
Temporary, until the Arive sync is live
Borrowers, leads and their loans exported from Arive.
Temporary, until the Arive sync is live
Your loan pipeline and closed loans exported from Arive: one row per loan.
Temporary, until the Arive sync is live
Any Arive loan export works. The more of these columns it has, the more ELI can do: Loan #, Borrower name, Loan status or stage, Purpose (purchase or refi), Loan type or program, Loan amount, Rate, Property street, city, state and ZIP, Application date, Closing or funded date, Buyer’s agent, Listing agent, Referral source, Loan officer.
For privacy, ELI leaves out Social Security numbers, dates of birth, credit scores, income and bank or account numbers automatically — they are never saved.
Realtor lists with production numbers from RETR.
Loan officers to recruit into your downline, from RETR.
A recruit’s loan history table copied from RETR. One row per loan; every link behind the text is kept.
A loan officer list copied from RETR’s By Location or By State view. Each loan officer and their company is created, or updated if their RETR ID is already in ELI.
To doAdd more fields to Mortgage Company records — for now a company keeps only its name and RETR ID.
Homeowner and property lists from PropStream.