LOAN EXPRESS ORIGINATION
LEO – Leading TPO software for Wholesale Mortgage Lenders
Enhance Your TPO Workflow & grow your wholesale business with LEO
Discover the LEO (Loan Express Originator®) portal, designed specifically for wholesalers. With loan tracking, management, and competitive pricing tools, LEO helps you close loans faster, more efficiently, and with complete control over the process.
CUTTING EDGE DIGITAL TOOLS MADE FOR MODERN LENDERS
LEO’s TPO portal equips wholesale lenders with advanced digital tools designed to streamline loan origination, tracking, and communication. With real-time updates, automated workflows, and seamless lender integrations, LEO helps brokers and lenders work smarter and close loans faster.
Stay Connected and in Control with Mobile-First Loan Management Anytime, Anywhere
- LEO’s mobile-first, responsive design lets you manage your loan pipeline from anywhere, accessing real-time tracking, disclosures, pricing, and updates on mobile, tablet, or desktop.
- Effortlessly track loan status, interact with clients, and manage updates in real-time, ensuring a seamless workflow whether in the office, at home, or with clients.
Real-Time Visibility for Wholesale Brokers
with LEO Seamless Loan Tracking
LEO provides wholesale brokers with real-time visibility into every stage of the loan process, ensuring faster and smoother transactions.
- Live Status Updates: See real-time loan progress
- Automated Alerts: Get notified on key milestones
- Loan History Logs: Track all actions and conditions
- Quick Search & Filters: Find loans by status or borrower
With LEO’s advanced tracking tools, brokers can work more efficiently, reduce delays, and ensure a smooth loan process.
maximize your loan pipeline with leo LOAN Management
Streamline Your Workflow and Close Loans Faster
LEO’s cutting-edge portal equips wholesale brokers with powerful loan management capabilities, simplifying every stage of the loan process. With intelligent automation and a centralized platform, brokers can efficiently handle tasks, manage conditions, and collaborate seamlessly to accelerate loan closings.
AUTOMATED WORKFLOWS
Eliminate repetitive manual tasks with intelligent, rule-based automation. LEO streamlines loan processing, ensuring faster approvals.
CENTRALIZED COMMUNICATION
Keep brokers, lenders, and processors connected with built-in messaging and status updates, reducing delays and miscommunication.
SECURE DOCUMENT HANDLING
Easily upload, categorize, and share loan files in a centralized, secure platform, ensuring seamless collaboration and compliance.
TASK & CONDITION MANAGEMENT
Stay on top of loan conditions with a modern system for assigning, tracking, and resolving outstanding requirements, keeping loans on schedule.
Competitive Pricing Tools for Wholesale Brokers
Keep Pricing Competitive with LEO’s Modern Tools
Real-Time Pricing Engine Integration
- Access live, up-to-date wholesale lender pricing in real time.
- Provide borrowers with the most competitive rates instantly.
- Eliminate manual rate checks with automated pricing updates.
- Ensure accuracy with direct integration to leading pricing engines.
Custom Margin Management tools
- Set, adjust, and fine-tune margins to control loan profitability.
- Customize margin strategies for different loan products or clients.
- Respond to market shifts by adjusting margins in real time.
- Maximize revenue without sacrificing competitive borrower rates.
Cutting Edge Rate Comparison Tools
- Compare multiple lender rates side by side with ease.
- Identify the most competitive loan options for each borrower.
- Streamline decision-making with a clear rate comparison view.
- Offer better deals faster by accessing real-time pricing analysis.
LEO’s Modern Quick Pricer Tool
- Generate personalized loan quotes based on borrower profiles.
- Simulate different rate options to fit client needs.
- Adapt quotes instantly to reflect changing market conditions.
- Offer tailored solutions that increase borrower satisfaction.


Faster Loan Approvals
WITH LEO’S QUICK APPROVAL TOOLS
AUTOMATED WORKFLOWS
Eliminates repetitive manual tasks with intelligent, rule-based automation saving you time and improving efficiency. LEO streamlines loan processing, ensuring faster approvals.
AUTOMATED DISCLOSURES
Allows originators to validate and deliver accurate disclosures independently, reducing the need for manual intervention and freeing up the disclosure desk for more complex cases.
AI-POWERED DOCUMENT REVIEW
Automatically validate loan documents to accelerate underwriting decisions. The system detects missing paperwork, flags discrepancies, and reduces back-and-forth communication, streamlining condition clearing.
SEAMLESS THIRD PARTY INTEGRATIONS
Connect effortlessly with credit, income, and asset verification tools. By auto-populating borrower data and eliminating manual entry errors, LEO enhances accuracy and speeds up underwriting decisions.
REAL TIME DATA SYNCING
Seamless syncing of borrower data across multiple systems, allowing for up-to-date information to be available instantly. Brokers, lenders, and processors are always working with the most current data.
REAL-TIME LOAN STATUS UPDATES
Keeps brokers and borrowers informed with instant status alerts. Automated notifications reduce follow-ups, address approval conditions proactively, and minimize delays in the loan approval process.
Unlock Your Full Brokerage Potential with LEO
Originate smarter, faster, and more efficiently
LEO gives you instant access to the tools, pricing, and automation you need to compete—and win—in today’s market. Whether you’re just getting started or scaling your brokerage, LEO is built to streamline your workflow, boost efficiency, and help you close with confidence.
