AI Secretary for Mortgage Brokers
Christine handles your post-call follow-ups, rate lock deadlines, and pipeline updates right from iMessage. Stop losing referral relationships to admin delays and keep your loan files moving while you focus on closing.
What Mortgage Brokers lose to admin every week
Post-call follow-ups delayed for hours
You promised to send the Hendersons a comparison of 3 rate scenarios and email their insurance agent for the declaration page, but your next client is already in the lobby. Those tasks won't get done until 8pm.
Rate lock deadlines tracked in your head
The Martinez file locks expire next Tuesday, and you think the Chen file is Wednesday, but you haven't checked since Monday. One missed lock extension last quarter cost your client $2,800 in rate difference.
$1,500-3,000 client cost per missed rate lock
Pipeline tracking across sticky notes and email
You have 18 active files but can't quickly tell which are at pre-approval, which are in underwriting, and which are clear-to-close. The answer is scattered across your inbox, LOS system, and three yellow sticky notes.
2 hours per week manually updating pipeline status
Referral partner thank-yous forgotten
Agent Sarah Kim referred the Okafor deal two months ago. You meant to send a thank-you note and a closing gift card but it's been three weeks since closing and you still haven't — now it's awkward.
Admin on autopilot, via iMessage
Instant Post-Call Task Creation
Voice-note action items immediately after borrower calls. Christine pulls out specific tasks like sending rate sheets or ordering appraisals and adds them to your queue.
You text Christine
“Send 3 rate scenarios, email State Farm for dec page, schedule appraisal”
Rate Lock Deadline Alerts
Never miss an extension window again. Text Christine a lock expiration date, and she reminds you 3 days prior and again the morning of to secure the rate.
You text Christine
“Martinez rate lock expires Tuesday March 18”
Borrower Document Requests
Draft and send professional requests for pay stubs, bank statements, or letters of explanation instantly without switching tabs or typing templates.
You text Christine
“Email Chen borrowers asking for last 2 pay stubs and bank statement”
Pipeline Status Updates
Keep your Google Sheets pipeline tracker current by texting file movements. Christine updates stages from 'pre-approval' to 'clear-to-close' automatically.
You text Christine
“Okafor file moved to clear-to-close, closing date April 2”
Closing & Milestone Scheduling
Schedule closings, inspections, and lender meetings with full address and file details included in the invite so you don't double book.
You text Christine
“Schedule Okafor closing April 2 at 2pm at First American Title”
Referral Thank-You Notes
Maintain realtor relationships by generating personalized thank-you documents for closed loans based on simple text prompts about the agent and deal.
You text Christine
“Draft thank you note to Sarah Kim for Okafor referral”
$49/mo. Mortgage CRM like Jungo or Surefire costs $100-200/mo.
Cancel anytime. No contracts.
“I used to miss rate lock extensions because I was stuck in back-to-back buyer calls. Christine now texts me every Monday with my expiring locks. Last month she saved a 5.75% rate for the Garcia family that I would have missed.”
Marcus Thorne
Independent Mortgage Broker, Denver CO
Free tools for Mortgage Brokers
Calculators and templates built for your profession. No signup required.
Admin Cost Calculator
Find out how much admin work is really costing your business each year and see your ROI with Christine.
Time Savings Calculator
Select which admin tasks you do manually and see exactly how much time Christine can save you each week.
Client Onboarding Checklist
Interactive checklist for onboarding new clients, with profession-specific steps and automation tips.
Response Time Calculator
Calculate how much revenue slow client responses are costing your business each year.
Client Capacity Calculator
Find out how many more clients you could handle if your admin was automated.
Meeting Notes Template
Pre-filled meeting notes template with profession-specific sections. Copy and use instantly.
Questions from Mortgage Brokers
Stop drowning in admin.
Start at $49/mo.
Christine lives in iMessage. Text her your tasks, she handles the rest. 11 hours of admin work per week becomes minutes.