Mortgage brokers · workflow automation
Application intake and document collection, rebuilt as software you own.
Chasing documents is where deals stall. The intake itself is a known checklist - capture the application, match documents against the lender requirements, remind the client what is outstanding - and that part can run on rules. AI reads the messy uploads; you keep the advice. By our read, most of the chase is deterministic, not broker time.
The deterministic teardown
71%
of application intake + document collection runs on deterministic rules
5/7 steps at $0 runtime · 1 use AI
Deterministic steps run as rules / templates / lookups - no model call, near-zero cost. This teardown is our estimate, not measured client data.
Common questions
No. It handles the intake, document collection, and follow-up - the administrative chase. The advice on lender fit and structure stays entirely with you, the licensed broker. The software never recommends a product.
It is built around your actual lender requirements and the tools you already use, not a fixed platform you adopt. We scope the document rules and CRM integration to your real process during the diagnostic.
Other industries
See it on your own workflow
