AI automation built for mortgage brokers
Close More Loans.Respond Faster.
We build AI automations that pre-qualify leads, send rate alerts, collect documents, and nurture your pipeline — so you can focus on closing loans, not chasing paperwork.
Our mortgage clients cut response time by 99% and recover $78K+/year.
Trusted by mortgage brokers across Canada
THE PROBLEM
Sound Familiar?
Slow Response = Lost Deals
In mortgage, the first broker to respond usually wins. Manual follow-up costs you closings.
Document Collection Is a Nightmare
Chasing clients for pay stubs, tax returns, and bank statements eats hours every week.
Pipeline Leaks Cost You Big
Leads that aren't nurtured consistently go to the broker who stays top-of-mind.
WHAT WE AUTOMATE
Built For Your Business
AI Pre-Qualification
Every lead gets instant pre-qualification questions. Qualified leads land on your calendar automatically.
Rate Alert System
Personalized rate notifications based on each lead's profile and preferences.
Document Collection
Automated document requests with secure upload portal and smart reminders.
Pipeline Nurture
Multi-channel sequences that keep leads engaged until they're ready to close.
YOUR WORKFLOW
See Your Business on Autopilot
Click your industry to see how we automate it — from starter to enterprise.
Never lose a lead to slow follow-up. AI captures inquiries, pre-qualifies borrowers, and books consultations automatically.
AI pre-qualifies leads, sends rate alerts, and nurtures prospects across email and SMS — all while you close deals.
Full mortgage pipeline — AI pre-qualifies, collects docs, sends rate alerts, manages compliance checks, and tracks every deal to close.
YOUR AI TEAM MEMBER
Meet Your AI Intake Specialist
A 24/7 assistant that handles the busywork so you don't have to.
Pre-qualify the lead that just came in from the website.
Done. Mark Thompson — household income $145K, credit score 720+, looking for $550K variable-rate mortgage. He's pre-qualified. I've sent him a booking link for a consultation.
Send rate alerts to all clients looking at variable rates.
Sent! 23 clients received a personalized rate alert. Variable rates dropped 0.15% today — 5 clients are in their target range. I flagged them as hot leads.
Which deals are missing documents?
4 deals are stalled on documents: Chen (missing T4), Patel (bank statements), Rodriguez (employment letter), and Kim (property appraisal). I've sent reminders to all four.
CASE STUDY
Raj Recovered $78K/Year and Cut Lead Response Time by 99%
His AI pre-qualifies leads in minutes. He just closes deals.
Read the full storyReady to Automate?
Book a free audit and see exactly what AI automation can do for your business.
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