✨ Next-Generation AI Mortgage Processing

Close Loans Faster with an AI Co-Pilot for Your Whole Pipeline

Mortgage Assist is the intelligent CRM built specifically for mortgage professionals — loan officers, processors, and their teams. It reads your loan conditions and drafts the Letters of Explanation for you, keeps every borrower's file moving from Processing to Closing, gives borrowers their own portal to upload documents, and sends the emails you used to write by hand. Less paperwork, fewer dropped balls, faster clear-to-close.

🚀 Launch Your Dashboard See How It Works

Seconds

to draft a LOX with AI

1 Screen

for your entire pipeline

24/7

borrower portal & uploads

Free

to get started — no card

What is Mortgage Assist?

Your Processing Team's Command Center

Mortgage processing is a mountain of conditions, documents, deadlines, and follow-up emails. Mortgage Assist puts all of it in one place — and puts AI to work on the tedious parts, so your team spends its time closing loans, not chasing paperwork.

🎯

Built for mortgage, not adapted to it

This isn't a generic CRM with a mortgage skin. Every screen speaks your language — conditions, LOX, CYP, rate locks, title requests, clear-to-close.

🧠

AI where it actually saves hours

The AI reads real underwriting documents — conditions lists, Loan Estimates, sales contracts — and turns them into organized, actionable work in seconds.

🔒

Secure and team-isolated

Every team's data lives in its own locked-down workspace with role-based access, borrower-safe portals, and full activity logging.

Everything in one place

What Mortgage Assist Does for You

🧠

AI Condition Analyzer & LOX Writer

Upload your loan conditions and let the AI instantly scan, categorize, and draft professional Letters of Explanation (LOX) for your borrowers. Review, edit, and export to PDF in seconds — no more manual data entry.

📊

Intelligent Pipeline CRM

Manage all your borrowers in one beautiful, card-based interface. Track statuses across configurable stages (Processing, Approved, Locked, Closed) with real-time activity logs, document management, and lock-expiry alerts.

🚪

Borrower Portal

Give every borrower a secure portal to upload documents, complete their info step by step, track their loan journey stage by stage, and message your team — no more documents lost in email threads.

⚡

Automated External Workflows

One-click, editable email templates for the letters you send every day. Dispatch structured CYP emails and standardized Title Requests directly to attorneys and track them from the dashboard.

🔮

AI Pre-Underwriter

Before you submit, the AI checks a borrower's initial documents against a rulebook trained on your own past loans and predicts the conditions underwriting is likely to issue — so you can fix them first.

👥

Team Collaboration Hub

Invite Loan Officers, Processors, and Realtors into a secured, shared workspace. Monitor performance analytics, live activity feeds, and a shared directory of closing attorneys across your organization.

📑

Document Intelligence

Loan Estimates, Closing Disclosures, and signed sales contracts become structured data the moment you upload them — every fee, date, contact, and contingency extracted and organized. Try it free.

📈

Reports & Analytics

Closed-loans reports, daily borrower digests, pipeline analytics, and closing schedules — the numbers your branch manager asks for, ready before they ask.

How it works

From Sign-Up to Clear-to-Close in Four Steps

Create your free team

Sign up in a minute, name your team, and invite your loan officers and processors with an email or a join code. Everyone lands in the same secure workspace.

Load your pipeline

Import your existing pipeline from a lender export, or add borrowers one by one. Each borrower gets a card with their status, documents, action log, and key dates.

Let the AI do the tedious parts

Upload conditions and get categorized lists with draft LOX letters. Upload contracts and LEs and get every figure extracted. Send templated emails in one click.

Track it to the closing table

Borrowers upload documents through their portal, your team clears conditions, and the pipeline moves every file toward Closed — with alerts before anything expires.

Try before you sign up

Free Tools — No Account Needed

Use the same document intelligence that powers the CRM, free, right now. Send the links to your borrowers and realtors too.

✓ 100% Free

📄 Loan Estimate Analyzer & Comparer

Upload a Loan Estimate and see every fee, section total, and figure decoded in seconds. Shopping lenders? Upload two or more LEs and get a side-by-side comparison with the better deal highlighted on every line — downloadable as Excel or PDF.

Analyze a Loan Estimate → ✓ 100% Free

📑 Sales Contract Analyzer

Stop hunting through 40 pages. Upload the signed purchase and sale contract and get the price, earnest money, key dates, HOA dues, loan contingency terms, and every contact — buyer, seller, agents, and closing attorney — in one screen.

Analyze a Sales Contract →

From the Resource Library

Clear, practical guides on loan conditions, credit, loan programs, and the path to closing — for borrowers and the professionals who serve them.

View all resources →