Process Automation for Mortgage Brokers
True process automation starts with eliminating the biggest bottleneck: chasing clients for documents. Stop manually tracking paperwork and start closing loans faster with our automated document collection platform.
Start Automating Now →Features Designed for Mortgage Broker Automation
Our platform is built to solve the unique document collection challenges mortgage brokers face, from initial application to final approval, ensuring a smooth and secure process for you and your end-clients.
AI-Powered Document Validation
Our AI automatically analyzes client documents like pay stubs and bank statements, validating their authenticity and checking for completeness against requirements to reduce manual review time.
Automated Client Follow-Up
Eliminate endless phone calls. Our system automatically responds to end-clients and sends reminders via email and WhatsApp, notifying them exactly which documents are still outstanding.
Real-Time Application Tracking
Gain complete visibility into every loan file. Track the overall progress of an end-client's application and see the status of each individual document to instantly identify bottlenecks.