Solutions
Mortgage AI Assistant
Lender guidelines, product rules and file history — answered in seconds, with the source attached.
Brokers lose hours to guideline lookup and to re-reading files before a client call. An assistant grounded in your product matrix, lender bulletins and internal procedures answers those questions with citations, summarizes a file's current position, and drafts the borrower update for review. It does not give advice to clients directly unless you decide it should, and it declines when the guideline is ambiguous.
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Lender guideline and product matrix lookup with citations
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File summaries before borrower calls
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Drafted borrower updates for human approval
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Internal procedure and compliance question answering
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Declines to answer when guidance is ambiguous
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Full logging for compliance review
FAQ
Can it speak directly with borrowers?
Only if you choose that configuration, and with a restricted scope plus escalation rules. Most brokerages start internal-only.
How does it stay current with lender bulletins?
The document set is refreshed on a schedule you control, and every answer cites the document version it used.
Is client information exposed to the model provider?
The architecture, residency and vendor data-use terms are agreed before implementation, and personal information can be minimized or redacted at retrieval.
Mortgage Automation
The administrative half of a mortgage file, handled before a human opens it.
AI Assistants
Assistants grounded in your own material, with citations, permissions and a defined refusal behaviour.
Mortgage Document Automation
Documents classified, extracted and checked against the file before an underwriter sees them.