Connect Your LOS to Viato: Loans That Sync Both Ways, Automatically

Your real loan file lives in your loan origination system. Your follow-up, your texts, your calls, and your pipeline live in your CRM. The trouble is that those two worlds drift apart the moment you stop updating them by hand. A loan hits Clear to Close in your LOS, but the deal in your CRM still says Processing. A rate changes, a closing date moves, conditions come in, and none of it shows up where your follow-up actually happens.

So you end up doing the worst job in the business twice: typing the same loan into two systems and hoping you kept them straight. Viato's LOS integration ends that. Connect your loan origination system once, and Viato keeps both sides in step on its own.

Update the loan in one place, and your whole CRM keeps up. No double entry, no stale deals.

It is built into Viato, the CRM made for the mortgage business, and it works with the systems loan officers and brokers already use, including Arive and LendingPad.

Connect your LOS once

Setup takes a few minutes, not a project plan. Open your integration settings, pick your loan origination system, and authorize the connection. From that point on, Viato listens for changes to your loans and brings them in for you. There is nothing to export, no spreadsheet to upload, and no nightly batch to babysit.

Your loans show up in Viato on their own

When a loan is created or updated in your LOS, it flows straight into Viato. The integration matches the loan to the right contact so you are not left cleaning up duplicates, and it links the loan to the deal it belongs to. New borrower in the LOS, new contact and deal in your CRM, ready for outreach. Nothing to copy, nothing to paste.

Your pipeline moves itself

This is the part that saves your Mondays. Every loan status in your LOS maps to a stage in your Viato pipeline, so when the loan moves, the deal moves with it. Application Taken, Approved, Clear to Close, Funded, your board reflects reality without anyone dragging cards around.

You stay in control of the mapping. Match your LOS statuses to your own stage names, and set the rule for when a deal counts as closed, so a funded loan lands in your closed column on its own and stops cluttering the active pipeline.

The whole loan file comes with it

Stage is only the start. Viato pulls the numbers that matter onto the deal, so the people who need them never have to go digging in the LOS:

• Loan details like loan amount, note rate, APR, LTV, and credit score.
• Key dates like application, lock, and closing, so your timeline is always current.
• Milestones built from your LOS processing dates and mapped to trackers, so you can see at a glance how far along a file really is.
• Loan notes from the LOS, dropped onto the deal so the full story lives in one place.

Turn loan milestones into automatic follow-up

Because the LOS feeds Viato as changes happen, every status change can kick off your automations. That turns your loan file into a follow-up engine:

• Text the borrower the moment the loan hits Clear to Close.
• Create a task for your processor when new conditions come in.
• Alert your referral partner the day their client's loan funds.
• Start a nurture sequence the second a lead becomes an application.

The work that used to depend on you remembering to check the LOS now happens the instant the loan moves.

Start a new loan without leaving Viato

The sync runs both ways. When you are ready to take a deal into origination, you can push it from Viato straight into your LOS as a new lead or loan, so the borrower's information is entered once and lands where it needs to be. You work the relationship in your CRM and hand off to the loan file without retyping a thing.

It keeps itself honest

Live updates handle the day to day, but Viato also runs a quiet background check that reconciles your loans on a schedule. If a message is ever missed or a change slips through, the sweep catches it, so the two systems do not slowly fall out of step. You get the convenience of automation with the confidence that your pipeline matches your LOS.

Why this matters for loan officers and brokers

Double entry is not just annoying, it is where deals fall through. A stale stage means a missed follow-up. A rate that never made it to the CRM means an awkward call. The LOS integration removes the gap between where the loan really is and where your team thinks it is, so everyone works off the same truth.

For a solo originator that means less admin and cleaner records. For a team it means your processors, your partners, and your marketing all run on the same live data, with nobody playing telephone between two systems.

Frequently asked questions

What is an LOS integration?

An LOS integration connects your loan origination system to your CRM so loan data flows between them automatically. Viato's integration keeps loan status, fields, dates, milestones, and notes in sync, and it can push a new loan from the CRM back into your LOS.

Which loan origination systems does Viato work with?

Viato connects with the loan origination systems mortgage teams already use, including Arive and LendingPad. The integration brings loans into your CRM and keeps your pipeline current as those loans move.

Does the loan sync go both ways?

Yes. Updates from your LOS flow into Viato as they happen, and you can push a new lead or loan from Viato into your LOS, so you enter borrower information once instead of twice.

Will my pipeline stage update automatically?

Yes. Each LOS status maps to a stage in your Viato pipeline, so deals move on their own as loans progress. You control the mapping and the rule that marks a loan as closed.

Can a loan status trigger a text or task?

Yes. Because the LOS updates Viato as changes happen, any status change can fire your automations, like texting a borrower at Clear to Close or creating a task for your processor when conditions arrive.

Do I have to keep two systems updated by hand?

No, and that is the whole point. Update the loan in your LOS and Viato keeps up, while a scheduled reconciliation makes sure nothing drifts if an update is ever missed.

Ready to stop entering every loan twice? Viato's LOS integration is built into the CRM made for the mortgage business, it works with Arive and LendingPad, and it is free to start.