Christine AITry Christine
Mortgage Broker Guide

How to Automate Lead & Client Tracking as a Mortgage Broker

You just got off a 45-minute call with the Hendersons about their refi. You promised to send three rate scenarios and email their insurance agent, but your next client is already in the lobby. Without a system, these follow-ups slide to 8 PM, risking missed rate locks and annoyed referral partners.

The Current Reality

The Manual Way

Juggling sticky notes, LOS updates, and mental lists while jumping between email and spreadsheets to track file status.

2 hours per day
  1. Hang up and quickly scribble action items on a yellow sticky note.
  2. Log into the Loan Origination System to update the file stage.
  3. Open Gmail to draft and send document requests to borrowers.
  4. Check a separate spreadsheet for upcoming rate lock expiration dates.
  5. Set a phone alarm for tomorrow's follow-up, often forgetting the specific context.

With Christine AI

The Christine Way

Voice-note or text tasks right after calls; Christine picks out the details, updates your pipeline sheet, sends emails, and sets exact reminders.

You

Voice-note: 'Just finished with Hendersons. Send them the 3 rate scenarios, email State Farm for the dec page, and schedule appraisal for next week.'

Christine

Christine creates three tasks, drafts the comparison email, sends the insurance request, and adds 'Schedule Appraisal' to your Friday todo list.

You

Text: 'Martinez rate lock expires Tuesday March 18. Remind me Friday to check extension.'

Christine

Christine logs the deadline in your tracker and sets reminder notifications for Friday at 9 AM and Monday at 8 AM.

Time Saved Per Week

10 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just got off with the Chens. They need to send last 2 pay stubs and the March bank statement. Can you email them?
9:41 AM
Done. I drafted and sent an email to Mr. & Mrs. Chen asking for the last two pay stubs and March bank statement. I also added a task to follow up if we don't hear back by Thursday.
9:41 AM
Thanks. Also, Okafor file just moved to clear-to-close. Closing is April 2 at 2pm at First American Title on Main St.
9:42 AM
Updated your pipeline spreadsheet: Okafor status is now 'Clear-to-Close'. I added the closing to your calendar for April 2 at 2:00 PM at First American Title (Main St) and attached the file number to the event.
9:42 AM
Perfect. One more thing - Sarah Kim referred the Okafors. Send her a thank you note and mention we're sending a gift card.
9:43 AM
I sent a personalized thank-you email to Sarah Kim mentioning the closed Okafor loan and the upcoming gift card. I also set a reminder for you to drop the gift card off at her office on Monday.
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

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