Mortgage brokers manually log applications, gather documents, select lenders, and populate submission forms by hand, re-entering borrower data across multiple portals. This repetitive work consumes 2- per application and delays client notifications.
Automation matches borrowers to optimal lenders, auto-populates all submission forms, tracks lender responses in real time, and notifies clients instantly. Brokers focus on approvals and exceptions instead of data entry.
The full workflow, from trigger to completion.
A new borrower application is created or received via email and forwarded to the automation platform.
The automation extracts borrower name, loan amount, property details, and document links from the CRM or email and stores them in a structured format.
The automation evaluates loan criteria against a database of lender requirements and recommends the best-fit lenders for this application.
The automation logs into each lender portal, retrieves the submission form, and auto-fills borrower data fields using the extracted information.
Completed forms are automatically uploaded to each lender portal and submission confirmation is logged.
The automation periodically checks lender portals and email for status updates, parses approval, condition, or rejection messages, and updates the pipeline record.
Status changes trigger automated notifications to the client via email and to the broker team, with a summary of next steps.
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