What’s in this guide
- First Login — Signing in after your administrator invites you
- Navigation — Finding your way around
- Loan Pipeline — Viewing and working your loans
- Policies — Reading company policies
- Tasks — Completing assigned tasks
Getting started
Welcome
Keystone for loan officers, processors, and branch managers.
Keystone is your company’s operations platform for managing the mortgage pipeline. This guide covers what you’ll use day-to-day as a team member.
As a loan officer, processor, or branch manager, you can view and work the loan pipeline, read company policies, and manage your assigned tasks. Your company administrator handles configuration, commissions, and accounting.