🏦

Financial

Mortgage CRM

⚡ Hero Feature: Shadow Underwriter

AI vets documents against 1,000+ lender rules and chases missing docs autonomously via SMS and email.

See Mortgage CRM in Action

Product Demo — 3 min

AI AGENTS

7 Specialized Agents

Each agent is an AI specialist that handles a specific part of your workflow autonomously.

Agent 1 of 7

SU

Shadow Underwriter

Automatically vets loan documents against 1,000+ lender rules, flagging discrepancies and calculating qualification in seconds.

Uses:

Agent 2 of 7

DC

Doc Chaser

Sends automated SMS and email follow-ups to collect missing documents, escalating urgency based on deadlines.

Uses:

Agent 3 of 7

LS

LOS Sync

Syncs all verified data directly to your Loan Origination System, keeping pipeline status current in real-time.

Uses:

Agent 4 of 7

RM

Rate Monitor

Continuously monitors interest rate changes and alerts loan officers when rates hit client-favorable thresholds.

Uses:

Agent 5 of 7

PV

Plaid Verifier

Pulls bank statements via Plaid and cross-references income, assets, and liabilities against application data.

Uses:

Agent 6 of 7

VU

Video Updater

Generates personalized video status updates for borrowers showing where their application stands.

Uses:

Agent 7 of 7

AB

Affordability Bot

Calculates precise affordability based on DTI ratios, local taxes, and insurance estimates.

Uses:

WORKFLOW

How Your Agents Collaborate

Each agent handles its specialty, then passes results to the next — forming an autonomous pipeline.

SU

Shadow Underwriter

Agent 1

→

DC

Doc Chaser

Agent 2

→

LS

LOS Sync

Agent 3

→

RM

Rate Monitor

Agent 4

→

PV

Plaid Verifier

Agent 5

→

VU

Video Updater

Agent 6

→

AB

Affordability Bot

Agent 7

INTEGRATIONS

Connected Tools

Mortgage CRM agents connect to these tools your team already uses.

Gmail

Plaid

Twilio

Salesforce

Google Docs

Ready to deploy Mortgage CRM?

7 AI agents ready to start working for your business today.