Industries / Mortgage and real estate offices
Automation for mortgage brokers and real estate offices
We automate the paperwork around loans and transactions: document collection, document checks, escrow deadlines, commission statements and lead follow-up. Your loan officers and agents keep the client relationships.
Five jobs that fill a loan file or a transaction, and what we build for each
Collecting borrower documents
The problem Every loan needs pay stubs, W-2s, bank statements and letters, and processors spend days asking borrowers for missing items.
What we build A condition list for each loan that tracks what has arrived, sends borrowers reminders on a schedule and shows your team what is still outstanding.
What you get Files that reach underwriting sooner, with fewer reminder calls.
Checking documents as they arrive
The problem Uploaded documents are often missing pages, cover the wrong months or are unsigned, and the problem surfaces only when a processor opens them.
What we build A check on each upload that looks at dates, page counts, names and signatures and flags problems right away, so the borrower can fix them the same day.
What you get Fewer surprises at underwriting, and less back and forth with borrowers.
Escrow and contract deadlines
The problem Inspection, appraisal, loan approval and closing dates come from the purchase contract, and each transaction runs on its own calendar.
What we build A timeline for each transaction built from the contract dates, with reminders to the agent, client and escrow before each one. A person confirms the dates first.
What you get No missed contingency dates, and every deal's status in one view.
Commission statements
The problem Splits, brokerage fees and referral fees are worked out by hand from each closing statement.
What we build Commission calculations that read the closing figures, apply each agent's split and check the result against the payment received.
What you get Agents paid correctly and on time, with statements they can follow.
Following up on leads
The problem Web inquiries and open house sign-ins wait days for a reply because agents are out showing homes.
What we build Lead intake that routes each inquiry to the right agent, drafts the first reply and schedules follow-ups for the agent to approve.
What you get Faster replies to new leads, without agents writing every message.
What a first project looks like
We start with one process. Borrower document collection or commission statements make a good first project because they repeat on every file and the result is easy to check. We agree on a fixed price and a finish line before we start.
Questions owners ask
Do we have to change our software?
No. We build around the tools you already use, such as your loan origination or transaction management system, your document storage and your email.
Where does our client data go?
It stays in systems you control. We agree on what access we need before work starts, and each automation runs inside your own accounts.
What does a first project cost?
Each project has a fixed price that we agree on before work starts. We set it after a short call about the process you want to automate.
How do you make sure deadlines are met?
Before work starts we agree in writing on the scope, the price and the delivery date. You get progress updates along the way, and if anything puts a date at risk you hear about it early, with a plan to keep it.