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Mortgage Broker Guide

How to Automate Meeting & Session Notes as a Mortgage Broker

You just finished a 45-minute consultation with the Hendersons about their refi options. Your head is spinning with rate scenarios and doc requests, but your next client is already in the lobby. If you don't write these details down now, important follow-ups like emailing their insurance agent will slip until 8 PM.

The Current Reality

The Manual Way

Rushing to type notes into your LOS or on a sticky note while heading to the next appointment, often missing main action items.

15 minutes per meeting
  1. Jot down hurried bullet points on a yellow pad during the call
  2. Manually log into your Loan Origination System after the meeting
  3. Type up summary notes and copy-paste action items into a separate task list
  4. Draft individual emails to borrowers and realtors based on your scribbles
  5. Realize you forgot to schedule the appraisal request and add it to your calendar manually

With Christine AI

The Christine Way

Voice-note your immediate thoughts as you walk out the door; Christine transcribes the context, pulls out tasks, and updates your pipeline instantly.

You

Send a 60-second voice note: 'Just met the Hendersons. Send them the 3 rate scenarios we discussed, email State Farm for the dec page, and schedule the appraisal for next week.'

Christine

Transcribes the note, creates three distinct tasks, drafts the comparison email, and flags the insurance request.

You

Text 'Update Henderson file status to Pre-Approval Sent'

Christine

Updates your Google Sheets pipeline tracker and logs the timestamp in the client folder.

Time Saved Per Week

5.5 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

🎤 [Voice Note]: Just wrapped with the Hendersons. They want to see the 5/1 ARM vs the 30-year fixed comparison. Need to email their agent Sarah Kim the pre-approval letter and ask State Farm for the current dec page. Also, book the appraisal for sometime next Tuesday.
9:41 AM
Got it. I've created 3 tasks: 1) Draft rate scenario email, 2) Request dec page from State Farm, 3) Schedule appraisal. I'm drafting the email to the Hendersons now with the subject line 'Rate Options Discussion - Henderson Refi'. Shall I send it?
9:41 AM
Yes send it. Also text Sarah Kim letting her know the pre-approval is out.
9:42 AM
Email sent to Hendersons. I've also drafted a text to Sarah Kim: 'Hi Sarah, just sent over the updated pre-approval for the Hendersons. Let me know if you need anything else to move forward!' Ready to send?
9:42 AM
Perfect. And put a reminder in my calendar for Friday to check on that appraisal booking.
9:43 AM
Reminder set for Friday at 9:00 AM: 'Follow up on Henderson appraisal booking for next Tuesday.' Your pipeline sheet has also been updated to 'Pre-Approval Sent'.
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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