Custom AI automations designed for the daily challenges mortgage brokers face. Stop doing manually what AI can handle.
AI ingests each document into Encompass, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop.
AI reads the conditions, identifies what each condition needs, pulls it from Encompass or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week.
AI drafts firm-level commentary and personalizes per-client paragraphs from Encompass data — every client gets a relevant letter, not boilerplate.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
AI tracks every renewal date in Encompass, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.
AI builds the submission from the broker's intake, routes to carrier APIs via Encompass, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.
AI assembles the closing package in Encompass, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list.
These are just examples. If you're a mortgage broker with a repetitive process that's eating your time, we can probably automate it.
