Solutions
Mortgage Automation
The administrative half of a mortgage file, handled before a human opens it.
A Canadian brokerage typically loses more deals to response latency than to rate. Automation compresses the window between enquiry and complete file: intake forms that pre-qualify, document requests that chase themselves, condition tracking that updates the borrower without an agent typing anything, and a lender submission package assembled from what was already collected.
- 01
Digital intake with pre-qualification logic
- 02
Automated document requests and reminders
- 03
Condition tracking with borrower-facing status
- 04
Lender submission package assembly
- 05
Renewal and refinance trigger campaigns
- 06
Audit trail on every automated communication
FAQ
Does automation interfere with lender relationships?
No — submission remains a human decision. Automation prepares the package and removes the assembly time, which usually improves the quality of what lenders receive.
How is borrower consent handled?
Consent capture and communication preferences are built into intake, logged with a timestamp, and respected by every downstream automation.
Will this work with our existing CRM?
In most cases yes; where a platform has no usable API we build the workflow around it rather than forcing a migration in the first phase.
Mortgage CRM
A pipeline that reflects how a mortgage actually progresses, including the stages where files die.
Mortgage Document Automation
Documents classified, extracted and checked against the file before an underwriter sees them.
Mortgage AI Assistant
Lender guidelines, product rules and file history — answered in seconds, with the source attached.