TranIQExplore TranIQ

More Loans. A Brighter Tomorrow.

Learn TranIQ

Structured guides, playbooks, and AI-powered mortgage workflows to help you move faster and work smarter.

TranIQ Pipeline and AI Copilot shown on a dual-monitor workspace
Getting StartedBorrowersPipelineProposalsAIAutomationIntegrations

Getting Started

Set up your account, profile, and branding so TranIQ is ready on day one.

  • Account setup
  • Profile setup
  • Branding
  • Import first contacts

Guides for this category are coming soon.

Borrowers

Add, edit, and track borrower records and history.

  • Add borrower
  • Edit borrower
  • Borrower history

Guides for this category are coming soon.

Pipeline

Manage opportunities and stay focused on what matters today.

  • Opportunities
  • Pipeline stages
  • Today's Focus
  • Tasks

Guides for this category are coming soon.

Proposals

Create, compare, customize, and send borrower-ready proposals.

  • Create proposal
  • Compare scenarios
  • Customize PDF
  • Send proposal

Guides for this category are coming soon.

AI

Use TranIQ AI tools to move faster without losing accuracy.

  • Ask TranIQ
  • AI Copilot
  • AI suggestions
  • AI credits

Guides for this category are coming soon.

Automation

Automate follow-up across email, SMS, and nurture sequences.

  • Follow-up
  • Email
  • SMS
  • Nurture

Guides for this category are coming soon.

Integrations

Connect TranIQ to the tools already in your workflow.

  • Bonzo
  • LendingPad export
  • Future integrations

Guides for this category are coming soon.