Every file complete. Every lock on time.

Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original loan file helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, and checks the current record timestamp and revision before saving. It deliberately exposes no stage mutation, so a stage change goes through your own Seedly move function under its own permission. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional and no schema migration is required.

A loan file is a native contact-linked opportunity with namespaced borrower and co-borrower labels, loan purpose, program label, a loan amount reference in integer minor units, a free-text rate reference, lender and referral partner labels, the recorded milestone, rate lock dates, pre-approval dates, a closing date, file notes and document checklist items with stable IDs. Other custom fields are preserved, and archived checklist items are kept rather than dropped.

This is not a loan origination system. There is no 1003 or URLA, no automated underwriting, no agency submission, no credit pull, no credit score, no income or asset figure, no debt ratio, no account number, no pricing engine, no rate sheet, no APR or payment calculation, no document storage, no upload, no e-signature and no disclosure generation. It makes no compliance guarantee: TRID, RESPA, ECOA, HMDA, state licensing and record retention stay entirely yours. It integrates with no lender, so a recorded rate lock is a note about a lock you took elsewhere and nothing is locked, extended, repriced or confirmed here. It orders no appraisal or title work and messages no borrower or partner. The recorded milestone is a staff entry independent of the native pipeline stage, and saving file details never moves a deal. A checklist item records that a named document arrived; document completion is received divided by recorded items with archived rows excluded, and no recorded item gives no ratio rather than a zero. Closing dates are recorded plans, not confirmed appointments or Calendar events. The loan amount reference is a recorded planning number, separate from opportunity value, commission, invoices and payments.

Four optional pipeline templates and nine inactive workflow drafts. Ten fictional in-memory loan files with 63 document checklist items.

Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.