For mortgage brokerages
AI automation for mortgage brokers.
Every file is a race between a subject-removal date and a stack of missing documents. The broker who funds more deals is usually not the better salesperson; they are the one whose files never stall. We build systems that keep files moving without a person pushing every one.
Why files stall.
Document collection runs on reminders a human has to remember to send. Conditions get tracked in heads and inboxes. Realtors and clients call for status because nobody told them anything since Tuesday. Each file is simple; thirty files at once is where deals quietly die.
What a custom system does instead.
Clients get chased for exactly the documents still missing, in your voice, on a schedule that respects the closing date. Conditions get tracked per file with what is outstanding and who owes it. Clients and referral partners get status updates drafted from the file's real state, queued for your one-click send. You work the exceptions; the system works the routine.
Compliance-complete files, by default.
BC brokerages answer to BCFSA, and a funded file has to stand up to a compliance review. Because the system tracks every document and every touch, the file is complete as a side effect of how the work gets done, not a scramble after funding.
Common questions.
Does this replace my assistant?
It replaces the chasing, typing, and tracking. Whether that means your team handles more volume or you hire later than planned is your call.
My clients expect a personal touch.
They keep it. The system drafts in your voice and you approve what goes out. What clients notice is that nothing falls through the cracks.
We run on a specific CRM and submission platform.
We build around your existing stack rather than replacing it. The system does the connective work between the tools you already use.
What if it does not work?
The guarantee is simple: we replace the work of one full-time employee within 90 days, or we keep working for free until we do.
Find out what this looks like in your business.
One call. We talk through the operation and tell you honestly whether there is enough money on the table to be worth it. Read about how we work or see where we work, including surrey and abbotsford.