AI that replies to new borrower inquiries by text and phone, collects the basics, sends your application link and follows up on missing documents until the file is ready for a loan officer. Rates, terms and advice stay with your licensed team.
More conversations. More clients. A fuller calendar.Slow first reply
Borrowers shopping for a loan often contact several lenders at once. Whoever calls back first gets a head start.
Files stuck on documents
Pay stubs, bank statements and signed disclosures trickle in. Your processors spend the day sending the same reminder.
Pre-quals that go cold
Buyers who got pre-qualified and haven't found a home yet drift away. When they're ready, they may call someone else.
How it works
We set up intake and follow-up the way your team already works, inside your existing tools where possible.
Audit
We look at your lead sources, response times, CRM and where files wait on borrowers.
Scripts and rules
We write the intake questions, follow-up messages and hand-off rules with you, and review them with your compliance lead.
Connect
We connect your lead sources, phone, calendar and CRM, then test with sample borrowers.
Launch and tune
We go live, review conversations every week and adjust what the AI says.
Each one hands off to a licensed loan officer when a borrower needs advice.
Lead intake
Replies to new inquiries from your website, referral partners and ad campaigns by text and phone, asks the basics and books a call with a loan officer.
Pre-qualification follow-up
Checks in with pre-qualified buyers on a schedule, asks whether they've found a home and alerts the loan officer when they're ready to move.
Document reminders
Tells each borrower exactly which documents are missing and points them to your secure upload link, with reminders until the file is complete.
Referral partner updates
Keeps real estate agents and other referral partners posted on loan milestones, so they stop calling your office for status.
Past-client outreach
Stays in touch with past clients who gave consent on loan anniversaries, and routes anyone who asks about a new loan to a loan officer.
Website and landing pages
Pages for each loan type you offer, with intake forms that feed your CRM and the disclosure language your compliance team approves.
Each solution has its own page with what you get and example deliverables.