For onboarding & compliance teams

Retire the spreadsheet. Run the pipeline like ops.

Ops-Deck gives ops teams instant pipeline visibility — no Monday board, no shared spreadsheet, no waiting on IT.

Workflow· stalled-licensing
Live
Trigger
Stage entered Licensing
Condition
days_in_stage > 14
evaluates true
Actions
Post to Slack #mortgage-ops
Add J. Patel to watchlist
Email owner · M. Lopez
Fired · 0.2s · audit-sealed
Recent fireslast 2h · 12 invocations
10:23J. Patel16d in LicensingSlack posted · watchlist updated
10:14A. Cohen11d in LicensingSlack posted · M. Lopez emailed
09:58R. Singh18d in LicensingEscalated to compliance lead
09:42D. Kim14d in LicensingSlack posted
09:15L. Garcia15d in LicensingSlack posted · watchlist updated
08:51B. Tran12d in LicensingSlack posted
10:23J. Patel16d in LicensingSlack posted · watchlist updated
10:14A. Cohen11d in LicensingSlack posted · M. Lopez emailed
09:58R. Singh18d in LicensingEscalated to compliance lead
09:42D. Kim14d in LicensingSlack posted
09:15L. Garcia15d in LicensingSlack posted · watchlist updated
08:51B. Tran12d in LicensingSlack posted
Candidate portal

One link. Everything they need.

Every candidate gets their own portal — magic-link access, no password, no app to download. They submit info, upload documents, and sign forms; you watch it land in real time.

acme.ops-deck.io/portal/k4j3-z9p2-x7m1
Welcome, Jordan
Acme Mortgage onboarding · autosaved 2s ago
Step 12345 of 5
Personal info
Employment
Licensure
Documents
Sign & submit
Personal info

Tell us a bit about yourself

Jordan T. Patel
Aug 14, 1988
jordan.t@personal.com
(512) 555-0142
Employment

Where have you worked?

Westline Lending Group
Senior Loan Officer
Feb 2021
Heartland Mortgage Co.
Licensure

Tell us about your NMLS licensure

1234567
Mar 2019
TXFLGA+ Add state
NMLS-cert.pdf
2.1 MB · encrypted at upload
Documents

Upload your supporting docs

NMLS-cert.pdf
2.1 MB · encrypted at upload
Drivers-license.jpg
1.4 MB · encrypted at upload
W-9.pdf
318 KB · encrypted at upload
Uploading…
Sign & submit

Review, sign, and you're done

Jordan T. Patel
Drawn 10:24 AM · IP 73.x.x.x · audit-sealed
Pipeline view

One board. Every move logged.

Kanban or table — same data, same audit log, your choice. Workflows handle the routine moves; you step in for the exceptions. Every transition is recorded with who, when, and why.

Pipeline· Acme Mortgage
KanbanTable
Applicant12
Compliance8
Licensing9
Pre-start18
Active4748
J. Patel
K. Nguyen
A. Cohen
R. Singh
L. Garcia
4748 LOs
M. Lopez
NameStageDaysOwnerLast activity
M. LopezActive0N. SinghPromoted from Pre-start
A. CohenLicensing11M. LopezStage advanced just now
J. PatelCompliance3M. LopezUploaded NMLS-cert · 1m ago
K. NguyenApplicant1N. SinghIntake submitted · 6h ago
R. SinghLicensing5M. LopezLicense cert sealed · 2d ago
L. GarciaPre-start2N. SinghComp plan signed · 1d ago
Notifications

Right channel. Right person. Right now.

Workflow actions push directly into Slack or Microsoft Teams — the channel your hiring managers already check, not another inbox.

Slack·#mortgage-ops10:23 AM
OD
Ops-DeckApp
J. Patel has been in Licensing for 16 days.
Owner · M. LopezSLA · 10dRule · stalled-licensing
OD
Ops-DeckApp
Acknowledged · J. Patel added to watchlist.
By you · 10:23 AMAudit · ack_8f2aRetention · 7y
Microsoft Teams·Mortgage Ops > Onboarding10:24 AM
OD
Ops-DeckBot
Compliance pending — license attestation
8 LOs are waiting on license attestation. Oldest item: A. Cohen, 11 days.
OD
Ops-DeckBot
Opened in Ops-Deck
Routing to A. Cohen's record · queue refreshed.

Everything you need. Nothing you don't.

Configurable pipelines

Track every LO from Applicant → Compliance → Licensing → Pre-Start → Active. Add, rename, reorder fields per company — no developer required.

Secure intake + e-signature

Magic-link intake collects documents and signatures from candidates without giving them a login. Standard forms sign in-app.

GLBA by default

AES-256-GCM encryption for SSN and banking. Full audit log of every state change and document event. 7-year retention.

Single-tenant isolation

Every customer gets their own Supabase project, storage bucket, and subdomain. No shared rows, no tenant-id scoping leaks.

30-minute walkthrough

See it run end to end.

A 30-minute walkthrough on a fully-loaded demo tenant — example LOs, live workflows, alerts firing into Slack and Teams. No setup required.

See pricing

Frequently asked.

How is Ops-Deck different from a CRM?+
A CRM tracks leads through a sales pipeline. Ops-Deck tracks employees through an onboarding pipeline. Different schema, different compliance posture (GLBA + 7-year retention), different audit needs. We're not trying to replace your CRM.
Does this work outside of mortgage?+
The platform is industry-agnostic — pipelines, fields, and forms are fully configurable. We default to a mortgage template (licensure, comp plans, NMLS) because that's where we started. Healthcare credentialing, trucking, insurance, and cannabis variants are in production with other tenants.
How long does setup take?+
Day one: a working tenant on your subdomain with our default mortgage template. Day two to five: rename stages, add your custom fields, import existing LOs from CSV. Most teams are running production workflows by end of week one.
Is my data secure?+
Yes. Single-tenant architecture — every customer gets their own Supabase project, storage bucket, and encryption keys. SSN and banking fields use AES-256-GCM application-layer encryption. Every state change and document event is in an immutable audit log. We pass GLBA and your customer due-diligence questionnaire.
Can we customize stages and fields?+
Yes. Add, rename, reorder, hide. Every Tenant has their own pipeline definition. Fields support text, select, multi-select, date, currency, file. We don't gate customization behind a higher plan.
What does it cost?+
We publish pricing — see the Pricing page. Free tier for evaluation, then per-tenant pricing scaling with active LO count and add-ons. No usage surprises; you pay for what's on your plan.