Agentic operations for mortgage brokers

Turns a lead into a structured loan file.

Reads the borrower intake (web form, phone, or referral), creates the loan file in your LOS, generates the initial doc request list, and sends a welcome packet with portal access.

Chases borrower docs without you writing reminder emails.

Maintains the required-doc list per loan, sends graduated reminders for missing items, accepts uploads, and flags partials. Loan officer focuses on the file, not the chase.

Keeps borrower and Realtor in the loop weekly.

Pulls loan status from the LOS, drafts a plain-language update email for borrower and referring Realtor, sends from the LO's email. Stops the 'where are we?' calls.

Owns every underwriting condition through clear-to-close.

When underwriting issues conditions, the agent parses each one, identifies which require borrower vs. LO action, drafts borrower-facing requests, and tracks each to satisfied.

Watches rates and alerts borrowers in the lock window.

Tracks rate movement against each active loan's lock window, alerts the LO when material moves happen, drafts borrower-facing communication if action is needed.

Keeps the relationship alive after funding.

Sends a 30/90/365-day check-in series after close, plus annual rate-review and refinance opportunity alerts. Turns one-and-done loans into a repeat referral pipeline.