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Add Widget
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Pipeline
Overview
Kanban Board
All Deals
Forecast
Product Views
filtered
Title Acceptance
—
UpFront Title
—
Title Alternative
—
Cross-sell
—
Accounts
Live Accounts
Lost & Abandoned
Intelligence
Attention Items
Reports
Channels
Key Partners
FM
Fannie Mae
—
FR
Freddie Mac
—
BL
Blend
—
Settings
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Doma · CRM
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Overview
Pipeline · Accounts · Intelligence
All Owners
Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
All Products
Title Acceptance
UpFront Title
Day-1 Title
TOB
Title Alternative
Freddie TOB
Freddie ATA
Insured Refi
Purchase
Filters
+ Add
Name
×
Edit
Full Profile ↗
Overview
Contacts
Notes
Activity
History
Files
Add Opportunity
×
Opportunity Name
(auto-generated if blank)
Account
(the lender / customer entity)
Customer Type
Lender
Agent
GSE
Technology
Priority
High
Medium
Low
Stage
1 — Identified
2 — Outreach
3 — Engaged
4 — Committed / Signed
5 — Onboarding
6 — Live
7 — Scaling
Product(s)
Title Acceptance
UpFront Title
Day-1 Title
TOB
Title Alternative
Freddie TOB
Freddie ATA
Insured Refi
Purchase
Source
Doma
Fannie
Freddie
Blend
OSN
Partner Agent
Internal
Inbound
Owner
Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
Via Blend
Yes
No
Est. Volume (deals/mo)
Channel(s)
DTC
Retail Branch
TPO
Non-Del Corr
Del Corr
Closing Agent(s)
Doma
OSN
Solidifi
ServiceLink
Rocket Close
Avenue 365
Title365
Accurate Group
LOS
Order Management
Fee Engine
TPS
Next Action
Background Notes
Target Go-Live Date
Last Updated
Flag
None
⚠ Needs Attention
Combined Opportunity
— multiple products sold together under one commercial motion
Linked Account
(existing run-rate account this opp belongs to)
None (new prospect)
Delete
Archive / Close Lost
Cancel
Save
Add Account
×
Lender Name
Product
Title Acceptance
UpFront Title
Day-1 Title
TOB
Title Alternative
Monthly Volume (deals)
Contract Status
Active
Up for Renewal
At Risk
Churned
Renewal Date
Owner
Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
Operating Model
Select...
Retail
Wholesale
DTC
TPO
Correspondent
Retail + DTC
Retail + Wholesale
Multi-channel
Annual Origination Vol ($B)
AUM ($B)
# Loan Officers
LOS
Headquarters
Parent Company
Key Executive
Notes
Delete
Cancel
Save
Add Freddie Deal
×
Lender Name
Product
TOB
Title Alternative
Stage
1 — Identified
2 — Outreach
3 — Engaged
4 — Committed / Signed
5 — Onboarding
6 — Live
7 — Scaling
Key Contact
Daniel Miller
Matt Zehner
Sonu Mittal
Other
Owner
Cris
Todd
Max
Nikki
Andy
Laurie
Est. Volume (deals/mo)
TOB Pricing Parity
Yes — Fannie parity
No — TBD
X1/MC Competitive Risk
Low
Medium
High
Next Action
Background Notes
Last Updated
Flag
None
⚠ Needs Attention
Delete
Cancel
Save
Import Volume Data
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Cancel
Import
Add Attention Item
×
Title / Issue
Description
Priority
High
Medium
Low
Category
Deal Risk
Configuration
Competitive
Commercial
Legal / Compliance
Lender Relationship
Internal
Other
Linked Lender
Owner
Cris
Todd
Nikki
Wendy
Max
Andy
Laurie
Resolution Date
Status
Open
In Progress
Resolved
Next Action
Delete
Cancel
Save
Close Deal
×
This will archive the deal and preserve all intelligence. It will not be deleted.
Outcome
Closed Lost
Abandoned
Date
Won By (competitor)
Unknown
X1/MC
ServiceMac
States Title
Doma (internal)
Other
Primary Reason
Competitive — went with X1/MC
Competitive — went with other provider
Captive title company preference
Volume too low to prioritize
Technical / integration complexity
No internal champion
Budget / commercial terms
Lender not ready operationally
Regulatory / compliance concern
Relationship / trust issue
Program not a fit
Other
Intel Notes
Re-Engagement Potential
High — monitor and re-engage in 3-6 months
Medium — revisit if circumstances change
Low — unlikely to convert
None — permanent pass
Cancel
Archive Deal
✎ Quick Note
Ctrl+Enter to save · Esc to close
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Save
Export to Excel
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Choose what to include in your export.
Export Type
Pipeline Deals
Live Accounts
Both (2 tabs)
Columns
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Download Excel
Global Settings
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Rate Scenario
Global Rate Sensitivity (% volume change per 0.5% rate move)
Applied to all deals without custom sensitivity. Typical range: 5–15%. Higher = more rate-sensitive.
Revenue Pricing by Product
Product
Fee ($)
Import Looker Data
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Save
📊 Export Pipeline Deck
×
Generate a PowerPoint deck from your live pipeline data. Optionally upload your company template to apply your brand colors and fonts.
Include Slides
${[ ['deckSlide_cover', 'Cover / Title', true], ['deckSlide_summary', 'Executive Summary', true], ['deckSlide_funnel', 'Pipeline Funnel', true], ['deckSlide_deals', 'Top Deal Detail', true], ['deckSlide_accounts', 'Live Accounts', true], ['deckSlide_forecast', 'Forecast & Scenarios', true], ['deckSlide_attn', 'Attention Items', false], ].map(([id,label,checked])=>`
${label}
`).join('')}
Scenario for Forecast Slide
Base Case
Bear Case
Bull Case
Brand Template
(optional)
🎨
Upload your .pptx template to use its colors and fonts
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Generate Deck
Pulse Bot
Pulse Bot
×
Run Agent
Ask
Note Taker
Hi Cris — ask me anything about your Doma Pulse pipeline: deals, forecasts, attention items, or specific lenders.
What needs attention?
Weighted forecast?
Top opportunities?
Summarize Rocket Mortgage
➤
Account Plan
✕ Close
Political Map
INTERNAL ONLY
Fannie Mae
Freddie Mac
Blend
✕ Close