02Mortgage lenders, brokerages and agents
From application to funding, without the chasing.
Mortgage files are a long chain of documents, conditions and hand-offs. We build the tooling that keeps every file moving and every party informed, on top of the systems you already use.
30 minGoogle MeetNo costLive slots on Google Calendar
- Application
- Documents
- Lender submission
- Conditions
- Funded
- Employment letter Verified
- Pay stubs (2 most recent) Verified
- Tax returns (2 yrs) Reminder sent
- Down payment history Reminder sent
- Closing
- Nov 28
- Next action
- Chase tax returns
Where it hurts
Problems we hear again and again.
If any of these sound familiar, there's usually a well-scoped fix that doesn't require replacing everything you have.
- BeforeProblem 01
Document chasing eats the week
Borrowers send documents by email in every format, and someone has to track what's missing on each file.
- BeforeProblem 02
Data is entered more than once
The same application is re-keyed into your origination system, lender portals and CRM.
- BeforeProblem 03
No single view of the pipeline
Conditions, closing dates and renewals are spread across tools, so it's hard to see what needs attention today.
What we build
Software shaped around how you already work.
Typical builds for mortgage lenders, brokerages and agents, each shown as a sample run. Every engagement is scoped to your systems and team, so treat these as starting points, not packages.
All services- Build 01
Digital application and document collection
A branded application and a secure upload flow that knows which documents each file still needs.
Purchase · ApplicationIllustrative- Tell us about youRunning…
- Link accountsQueued
- Upload documentsQueued
- Review & submitQueued
ResultComplete files on day 1, not day 9 - Build 02
Pipeline and conditions dashboard
One view of every file's stage, outstanding conditions and closing date, for brokers and admin staff alike.
Pipeline · TodayIllustrative- Application receivedRunning…
- ProcessingQueued
- Conditionally approvedQueued
- Clear to closeQueued
ResultEvery file's next step on one screen - Build 03
System integrations
Connect your origination system, CRM and lender submissions so data flows once, in one direction.
Lender submission · One directionIllustrative- Choose lenderRunning…
- Package fileQueued
- SubmitQueued
- Track decisionQueued
ResultDecision status flows back on its own - Build 04
Renewal and retention automation
Spot maturities early and start renewal conversations before the borrower's bank does.
Renewals · 120-day windowIllustrative- Term endingRunning…
- Rate checkQueued
- Offer sentQueued
- RenewedQueued
ResultBorrowers hear from you first
These runs are illustrative: placeholder names and numbers that show the shape of the software, not a client’s results.
How it would run
A short path from conversation to code.
- 0130 minutes
Intro call
Tell us what's slowing the business down. We'll ask a lot of questions and tell you honestly whether we're the right people to help.
- 021–2 weeks
Discovery
We map the workflow, the systems and the constraints, then write up a plan with scope, timeline and cost you can hold us to.
- 03Weekly increments
Build
Working software early and a demo every week. You see progress in your own environment, not in a slide deck.
- 04Ongoing, if you want it
Launch and handover
We deploy, document and train your team, then stay on for support and improvements, or hand over cleanly.
Before the first call
Three questions worth thinking about.
No preparation needed, but these are where we’ll start.
- 1
Where does a file stall most often today?
- 2
Which systems hold your source of truth for a deal?
- 3
How many files does your team manage at once?
Other industries
Mortgage · Start a conversation
Let’s look at your workflow together.
A 30-minute call with the people who would do the work. No pitch deck, no obligation. You'll leave with an honest view of what's possible.
30 minGoogle MeetNo costLive slots on Google Calendar