Your clients' loan files, updated by your TAG loan officer. Comment on any deal and we tag-team it and call the client.
Latest status, next step and notes from your loan officer. Comment on any deal and your loan officer picks it up.
Leads you sent us that are not yet cleared for sharing. No names or addresses are shown without the client's consent. (Free users see this blurred with an upgrade button.)
8 pre-qualified, 2 needing follow-up, 2 working on credit or income (sample).
Every active deal and current lead with its program, status, next step and your comments, free. Your full closed-deal history is Pro. Download it as a spreadsheet to organize on your own. Updates still go to your loan officer through the comment box on each deal card.
| Type | First name | Last name | Phone | Purchase / refinance | Current loan program | Property | Stage / closed | Next step | Update from loan officer | Potential opportunity | What we could do | Appraised value | Assessed value | MILO value | Loan-to-value | Equity (MILO) | Mortgage balance (MILO) | Your comments | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Active deal | Sample | Client | sample@example.com | 555-555-0100 | Purchase | FHA 30-year fixed | Sample address, FL | Clearing conditions | Final insurance binder | Appraisal in at value | Future refinance or HELOC | Check back after closing to review equity and options. | $450,000 | 80% | |||||
| Current lead | Sample | Lead | lead@example.com | 555-555-0101 | Refinance | DSCR (investor) | Sample address, FL | Pre-qualified | Follow-up call | Cash-out refinance to DSCR purchase | Equity in this home could be tapped to buy an income property financed on the property's rent (DSCR). | $380,000 | $505,000 | 52% | $242,000 | $138,000 | |||
| Closed | Sample | Past | past@example.com | 555-555-0102 | Purchase | Conventional 30-year fixed | Sample address, Miami, FL | Closed Oct 29, 2026 | Equity check-in | HELOC | A HELOC could consolidate debt or fund the down payment on another property. | $410,000 | $352,000 | $438,000 | 71% | $126,000 | $312,000 | ||
| Closed | Sample | Past | past2@example.com | 555-555-0103 | Purchase | Conventional 15-year fixed | Sample address, Fort Lauderdale, FL | Closed Jun 17, 2024 | Equity check-in | Rate and term refinance | Worth a look if the market moves in the client's favor. Reviewed by your loan officer. | $365,000 | $301,000 | $389,000 | 77% | $89,000 | $300,000 |
Equity in a home can be turned into cash for debt payoff, repairs or a down payment on another property.
A line of credit against equity, without touching the first mortgage. Often used to consolidate debt or buy another property.
An investor loan qualified on the property's rent, not the borrower's income. A common next step for clients with equity to deploy.
Changes the loan's structure without taking cash out. Your loan officer reviews whether the numbers make sense.
Illustrative only. Any opportunity is subject to underwriting, program guidelines and the borrower's qualification. Values come from appraisals, public records and MILO estimates and may be out of date. Not a commitment to lend and no outcome is guaranteed.
Past closings are part of Pro. Upgrade to Pro to see every deal we have closed together, with details.
Full borrower details show only for deals with consent on file. Sample data shown here.Free: your scoreboard, deals in progress and closed counts by year. Pro unlocks: your full closed-deal history in the workbook, client names on every lead, post-closing equity tracking, MILO alerts, home value lookup and featured listings. After you upgrade, this section collapses and stays here as your reference.
Upgrade to ProWe find the pain point for each of your clients and market a solution to it. Our trademarked Roadmap to Homeownership® keeps your database warm with retention marketing and helps turn those contacts into loans, so your relationships work harder for your business. Download the TAG template, fill in what you have, and upload it. Your loan officer is assigned and we follow up with you. Basic contact details only.
No results are guaranteed. Contacts are marketed to only if they agreed to be contacted, and nothing here is a commitment to lend.
Every closing we have done together, with equity at closing and the next-loan opportunity on each client: cash-out, HELOC or DSCR for investors.
Closed in 2026 without a consent on file. Your loan officer can help request it.
Closed in 2025 without a consent on file.
No consent on file.
MILO is TAG's client-retention platform. With each client's consent, we load their closing into MILO. MILO updates their home value and equity and watches for refinance, cash-out and move-up signals. Those signals come back to your TAG loan officer, who calls the client and tag-teams the deal with you.
Look up any property for a home value report and comparable sales. Opens MILO's search in a new tab.
TAG Lending Group LLC | NMLS #2329372 | Equal Housing Opportunity. Client information is shown only where the borrower has signed a consent to share it with their buyer's agent. Equity at closing is appraised value minus loan amount at closing and is not a current valuation. Average days is from operations hand-off to clear-to-close on closed loans and does not predict any future loan. Not a commitment to lend.