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Keep borrowers updated and the pipeline moving.

Brokers and lenders live in a pipeline of borrowers, conditions, disclosures, and deadlines. It keeps borrowers updated, chases documents, and remembers every file, so deals close without the late nights.

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For mortgage

Keep borrowers updated and the pipeline moving.

Brokers and lenders live in a pipeline of borrowers, conditions, disclosures, and deadlines. It keeps borrowers updated, chases documents, and remembers every file, so deals close without the late nights.

Book a demo
What eats the week

Silence makes deals wobble.

Borrowers in the dark

Silence makes borrowers anxious. Updates take time you do not have.

Documents never on time

Chasing paperwork is a full-time job on its own.

Every file, every deadline

Rates, conditions, disclosures, lock dates, and closing dates are too much to track by memory.

Silence makes deals wobble.

Borrowers in the dark

Silence makes borrowers anxious. Updates take time you do not have.

Documents never on time

Chasing paperwork is a full-time job on its own.

Every file, every deadline

Rates, conditions, disclosures, lock dates, and closing dates are too much to track by memory.

Where it pays off first

The jobs mortgage firms hand over first.

Client follow-up

It chases documents and updates borrowers on schedule.

See how →
Inbox & email drafting

It drafts borrower updates and lender emails in your voice.

See how →
One memory per client

One memory across every file, condition, and deadline.

See how →
Where it pays off first

The jobs to hand over first.

Client follow-up

It chases documents and updates borrowers on schedule.

See how →
Inbox & email drafting

It drafts borrower updates and lender emails in your voice.

See how →
One memory per client

One memory across every file, condition, and deadline.

See how →
See it in the product

This is the real dashboard.

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Sofia
Sent the quote, follow-up booked
Marcus
Notes from the kickoff are ready
Elena
Summarized the contract for you
Sofia
● Online
SofiaMarcusElena
Hi, I'm Sofia, your Client Coordinator. Ask me to draft an email, plan a task, or pull up what a client needs.
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It tracks borrower conditions, sends the updates, and keeps every file moving to close.
What changes

Calmer borrowers. Faster closings.

Your time goes back to the work only you can do.

Borrowers updated before they have to ask.
Documents chased without the late-night reminders.
One memory across every file and deadline.
What changes

Calmer borrowers. Faster closings.

Your time goes back to the work only you can do.

Starter pack

What to hand over first

  1. 1Track borrower conditions and dates.
  2. 2Draft the borrower updates.
  3. 3Keep lender and client sends in approval.
Trusted by growing firms in agencies, advisory, staffing and more
Already putting an AI employee to work
DDRepsBear MapleD.C. RanieriSabre IntegratedWattsNextPanca BKAdria ManagementTaxaroo
8 hours a week backFollow-ups handled for DDReps
40+ calls written upNotes and next steps for Bear Maple
Replies already writtenDrafted in his voice for D.C. Ranieri

"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."

BP
Brian Podnos
President, DDReps
Built for mortgage

Close deals without the late nights.

Start free with the email drafter, or book a walkthrough on your pipeline.

Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
Built for mortgage

Close deals without the late nights.

Start free with the email drafter, or book a walkthrough on your pipeline.

Book a demoBook a demo
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
Free email drafter
No card · start in minutes
Start free