Scenario Engine Pricing
Wholesale Rate Intelligence Platform

Capture wholesale rate intelligence.
Close more deals systematically.

Pipelintel pulls current rates from 40+ wholesale lenders automatically. Every 15 minutes. Competitive analysis identifies which deals can be re-quoted at better rates. Management teams get unified pipeline visibility across LOS, lender portals, and pricing channels — eliminating the manual work and enabling systematic re-quote capture.

See live rate updates and re-quote alerts on day one

2–4 hrs

Eliminated daily on manual rate operations

2–3×

Increased re-quote capture rate

$4–15K

Monthly revenue recovered per broker (Month 1)

Security & Compliance
SOC 2 Type II — In Progress
256-bit Encryption
Read-Only Pipeline Access
Minimal PII Storage
Connects with your stack
The Cost of Manual Operations

Manual rate management costs mortgage teams $4–15K monthly per producer in missed re-quote revenue.

Industry benchmarks show 90% of mortgage teams spend 10+ hours weekly updating rates manually across lender channels. The result: fragmented data, stale pricing, and systematic opportunity loss. A typical broker misses 2–3 re-quote opportunities monthly — deals that competitors with automated systems capture systematically.

Data Latency 2–4 hours

Manual rate updates create competitive gaps

Spreadsheet-based rate management creates 2–4 hour lags between lender rate updates and operational deployment. By the time pricing reaches LOs, market conditions have shifted. Borrowers receive quotes based on historical data—systematically disadvantaging your team against competitors with live feeds.

Fragmented Visibility 40+ channels

Pipeline data scattered across systems

Rate intelligence lives in lender portals; deal status in LOS; competitive positioning in spreadsheets; origination in CRM. No centralized view of: Which active deals are rate-sensitive? Which lenders are competitive now? Which re-quote opportunities exist? Operations teams spend hours consolidating data manually.

Opportunity Loss 2–3 deals

Reactive monitoring misses re-quote windows

Without systematic monitoring, re-quote opportunities surface only during sharp market moves—and too late to act. Average industry capture rate: 30% of eligible deals. With proactive intelligence, capture rates increase to 70–80%. Cost per missed deal: $2–5K in margin recovery.

"We're capturing 60% more re-quote opportunities within the first month. That's $40K in recovered margin we never saw before."
Operations Director, Regional IMB (2025)
"Rate automation freed up 15 hours a week. LOs are back on the phone instead of fighting spreadsheets."
VP Wholesale, Top-50 Brokerage (2025)
"Unified pipeline view across LOS and rates changed how we coach. Producers see which deals they're leaving on the table."
Regional Manager, Multi-state IMB (2025)
"First re-quote alert hit our dashboard on day two. First deal closed by end of week one. The ROI math was obvious immediately."
Branch Manager, Large IMB (2025)
Financial Impact

Average producer recovery: $24–60K annually. Typical payback: first deal closed.

Third-party ROI analysis based on 90 mortgage brokers using Pipelintel for 6+ months. Conservative model uses market-verified re-quote rates and deal margins.

Per-Producer Annual Model
Re-quote opportunities identified annually 96–144
Conversion rate (re-quote → close) 40–50%
Recovered deals annually 24–36 deals
Average per-deal margin $1,000–2,000

Annual revenue recovered $24,000–72,000
Annual cost (flat team plan) $59 × 12 × 5 LOs = $3,540
Net annual value per team $18–66K

Operational efficiency gains

Eliminates 10–20 hours weekly of manual rate management. Team capacity redirected to customer-facing activities. Typical LO productivity lift: 8–12% within first 90 days.

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Competitive rate capture

Real-time monitoring detects rate opportunities at competitive windows. Systematic re-quote workflow turns data into closed deals. Historical data shows 2–3× improvement in re-quote capture vs. manual monitoring.

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Enterprise pipeline visibility

Unified LOS + rate + lender intelligence in one system. Management teams reduce reporting overhead by 70%. Enables data-driven coaching and pipeline optimization across all producers.

Built for systematic rate operations. Not a reporting tool.

Pipelintel automates the full cycle: ingestion, analysis, alerting, and deal tracking. No manual data entry. No dashboards that look great but don't drive action. Every feature is designed to turn rate intelligence into closed deals and recovered margin.

Automated Ingestion

40+ Lender Rate Integration

Pulls wholesale rates from email, portals, price sheets, and APIs. Every 15 minutes. Standardizes across formats and lender quirks. Zero manual data entry. Ensures your entire operation runs on current market data — not yesterday's rates in a spreadsheet.

Proactive Intelligence

Re-Quote Opportunity Detection

Monitors every active deal continuously. Flags rate-sensitive loans where better pricing exists. Identifies competitive windows before they close. Surfaces 2–3 actionable opportunities per producer daily. Alerts go to operators who can actually execute — no noise.

Unified Operations

LOS + Rate + Lender Visibility

Single dashboard connects Encompass/Byte/LoanPASS/MeridianLink, real-time wholesale rates, and lender-specific intelligence. See at a glance: which deals are rate-exposed, which lenders are competitive, where opportunity gaps exist. Eliminates context-switching between systems.

Team Management

Enterprise Pipeline Control

Managers get unified visibility across all producers. Track re-quote velocity, identify coaching gaps, measure margin capture. Built for 1–50 LO teams. Team plan from $59/LO/month at 5+ seats, or $79/LO/month for individuals. No per-user seats or per-deal fees.

Deployment to production: 1 day. First re-quote alert: day 2.

01

LOS + Lender Integration

Connect your primary LOS (Encompass, Byte, LoanPASS, MeridianLink) and define your lender list. Pipelintel provisioning: 30 minutes. Rate ingestion begins immediately at next scheduled pull window.

02

Automated Rate Operations

Rates ingest continuously at 15-minute intervals. System performs competitive analysis against active pipeline. Algorithmic engine surfaces re-quote opportunities in real time. Team receives alerts only for actionable opportunities (no noise).

03

Closed Deals + Revenue Recovery

Each morning: prioritized action list showing which deals are rate-sensitive, which have competitive alternatives, which can be re-quoted. Team contacts borrower, re-quotes at better rate, closes at higher margin. System tracks outcome data for analytics.

Real-time rate intelligence.
Systematic re-quote capture.

Deploy in production today. Live rate feeds running by EOD. First re-quote alert: day two. First recovered deal: week one. Average producer recovers $24–60K annually in first 12 months — typical payback is one closed deal.