Turn a link into a funded pipeline
Share a branded application link and let borrowers apply online. Every submission lands on your pipeline board with documents collected, verified, and ready to promote into underwriting.
One branded link. Borrowers apply online.
Give each loan product its own permanent intake link. Applicants fill guided fields and upload documents from any device, then get a personal link to pick up where they left off.
- A shareable link per product type with no borrower login
- Configurable applicant fields and required documents
- Autosaves as they go; return anytime to finish
Applicants who go quiet get followed up automatically.
Most drop-off happens mid-application. Wagoo captures the email up front, saves progress as applicants type, and sends a follow-up sequence you configure when someone goes quiet. Each email links straight back to the unfinished form.
- Email captured first, so you can always reach back out
- Build your own reminder sequence with timing and copy per step
- Every email carries the applicant’s personal resume link
Documents and order-outs, tracked to the finish.
Every upload is tracked as Missing, Uploaded, or Verified, so you always know exactly what is outstanding. Appraisal, title, and insurance order-outs stay on the same record.
- Per-document status: Missing → Uploaded → Verified
- Appraisal, title, and insurance order-outs in one place
- The board shows what each application is waiting on
Approve, then promote into a deal in one click.
When an application clears its conditions, promote it straight into an AI Underwriting deal or a CRM deal record. Borrower details, terms, and documents carry over with no re-keying.
- One click to an underwriting deal or CRM record
- Borrower, terms, and documents carry over automatically
- A clean hand-off from origination to the rest of the platform
What you get
Branded intake links
A permanent, shareable application link for each product type you offer.
Configurable fields & checklists
Define the applicant questions and required documents for each product with no code.
Automatic drop-off follow-ups
Save-and-resume plus a configurable reminder sequence that pulls quiet applicants back into the form.
Document & order-out tracking
Track each upload as Missing, Uploaded, or Verified alongside appraisal, title, and insurance order-outs.
Pipeline board
Applications move through your configured stages from intake to approval.
One-click promote
Send an approved application straight into AI Underwriting or Deal Management with no re-keying.