TRID timelines, conditions, and rate locks — enforced, not tracked.

Mortgage operations live and die on TRID timelines, condition clearing, and rate-lock expirations. Pulsar enforces those gates as workflow rules — disclosures fire on the right day, conditions auto-route, rate-lock approaches trigger escalation — with a full audit trail per file.

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Stages built for how deals actually close

Pre-configured pipeline stages tailored to this industry. Customize freely — these are starting points, not rigid templates.

Stage 1
Application Received
Stage 2
Disclosure Window
Stage 3
Processing
Stage 4
Underwriting
Stage 5
Clear to Close
Stage 6
Funded
Stage 7
Audited

Industry-specific data, captured automatically

Fields seeded the moment you pick this industry during onboarding — no need to configure each one manually. Add, rename, or remove anytime from Settings.

Loan Type
Loan Amount
LTV
DTI
Rate Lock Expiration
TRID Stage
Condition Status

Workflows pre-configured for this industry

Triggers, conditions, and actions ready out of the box. Disable any that don't fit, or wire your own with the workflow builder.

Application complete → fire LE within 3 business days (TRID gate)
Rate lock 7 days from expiry → escalate to LO + processor + ops lead
Condition added → assign to borrower with portal task + processor follow-up
Clear to close → trigger closing-coordination workflow + final CD timing

Regulatory steps, baked in

TRID timeline enforcement at the workflow layer, fair-lending audit trail per decision, document timestamps logged, and license verification per user.

"

Audit prep went from a two-week project to a one-day review. Every TRID disclosure, every condition, every decision is timestamped and traceable.

Marcus Reid  ·  Production Manager, Cornerstone Mortgage

Different industry? We've got that covered, too.

See every industry Pulsar is built for — pipelines, fields, automations, and compliance ready on day one.

15-day trial · No credit card required · Industry config seeded automatically