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Mortgage Broker Guide

How to Automate Task Reminders & Follow-Ups as a Mortgage Broker

Missing a rate lock extension for the Martinez file cost a client $2,800 last quarter. With 15 active loans, trying to track deadlines in your head or on yellow sticky notes is risky. One forgotten follow-up with a realtor like Sarah Kim can dry up your referral pipeline.

The Current Reality

The Manual Way

Juggling LOS alerts, calendar pops, and mental notes while driving between closings often leads to missed deadlines.

90 minutes daily catching up
  1. Finish a 45-minute borrower call and realize you forgot to write down the appraisal deadline.
  2. Scramble to find the rate lock expiration date buried in an email chain from three days ago.
  3. Set a phone alarm at 8pm after work because you were too busy during the day to organize tasks.
  4. Manually cross-reference sticky notes with your LOS to update pipeline status.

With Christine AI

The Christine Way

Text or voice-note tasks instantly after calls. Christine organizes the data, sets multi-stage reminders, and drafts necessary emails automatically.

You

Voice-note immediately after the Henderson call: 'Send 3 rate scenarios, email State Farm for dec page, and remind me Friday to check Martinez rate lock.'

Christine

Creates three distinct tasks, drafts the State Farm email for approval, and schedules a Friday alert for the Martinez file.

You

Text: 'Okafor file moved to clear-to-close, closing April 2. Send thank you card to agent Sarah Kim.'

Christine

Updates the pipeline spreadsheet row for Okafor and queues a physical mail task for Sarah Kim's gift card.

Time Saved Per Week

7.5 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

Just finished with the Chens. They need the 15yr vs 30yr comparison sent by noon. Also, their rate lock expires next Tuesday, remind me Monday morning to call lender about extension.
9:41 AM
Got it. I've added 'Send Chen rate comparison' to your priority list for 11 AM. I also set a reminder for Monday at 9:00 AM: 'Call lender re: Chen rate lock extension (exp Tues).' Want me to draft the comparison email now?
9:41 AM
Yes, draft it. Use the rates we discussed: 6.125% for 15yr and 6.875% for 30yr.
9:42 AM
Draft ready in your Gmail. Subject: 'Loan Scenario Comparison - Chen File #492'. It includes both rates and the payment difference breakdown. Shall I send?
9:42 AM
Looks good, send it. Oh, and text Agent Rodriguez that the Okafor appraisal came back clean.
9:43 AM
Email sent to Chens. I've also drafted a text to Rodriguez: 'Hi Maria, great news – Okafor appraisal returned clean. We are moving to underwriting. Thanks for the smooth process!' Ready to send?
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

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