Epochmanagement & consulting
sheet 04 / 06

fig. 1.0 · keystone · the machine

The operating system for independent brokerages.

Pipeline, commissions, and lender intelligence in one place, built and operated by the person who sells it. Not a demo I run for you. A product I run for myself.

two figures · pipeline and commissions · one keystone

fig. 1.1 · two rings, dimensioned. read both figures on this sheet and the keystone locks into place. that is not a metaphor I chose lightly.

fig. 1.2 · pipeline view · the morning read

keystone · pipeline · todaylive product, illustrative data
fileborrowerlenderamountstatus
2141R. AlvarezUWM$412,500funded
2142T. NguyenRocket TPO$286,000clear to close
2143M. OkaforPennymac$518,250underwriting
2144J. WhitfieldUWM$339,9005 days idle
2145S. ParkRocket TPO$402,750funded

funded is the default state. idle is the exception, and it is flagged, not found.

fig. 2.0 · commission run · the math is shown, not asserted

Commissions your LOs can check themselves.

Comp plans live in the system with version history. Every closed loan shows the math against the plan version that governed it. Month-end stops being a spreadsheet argument.

keystone · commission run · 2026-08plan versions shown per loan officer
loan officerfunded volumeplan versionpayout
R. Alvarez$2,140,600v3 · 2026-04$19,265
T. Nguyen$1,865,200v2 · 2025-11$16,787
M. Okafor$2,502,000v3 · 2026-04$22,518
S. Park$1,410,900v3 · 2026-04$12,698
also on this sheet
1

Daily brief

what funded yesterday, what is idle, and what needs a call, before your first coffee.

2

Lender scorecards

turn times and lock honor rates per lender, pulled from your own files, not forum anecdotes.

3

Owner view

P&L per loan officer, per referral source, per lender, updated as loans close.

Built because I needed it.

I ran the problem before I wrote the code. Keystone is operated software, not shelfware.

measured progressr2 commissions0%r1 pipeline0%