These are the daily frustrations slowing down your cases
Your cases stall while clients put off gathering their paperwork. Valuable time is lost waiting.
Incomplete applications mean missed rate locks and frustrated clients. Every delay costs money.
Your expertise is in mortgages, not chasing paperwork. Admin time doesn't generate revenue.
Documents collected faster
WhatsApp open rate
Cases complete, clients happier
Ready-to-use document types for mortgage brokers. Add custom types on Professional plans.
Amy uses AI to identify which document a client has sent and updates your dashboard automatically. No manual sorting required.
Clients respond on WhatsApp — the app they use daily. No portals, no emails. 95% open rates vs 20% for email.
Amy only reminds clients about documents they haven't sent yet. No spam, no annoying repeat messages.
Every document is automatically saved to Google Drive, organised by client and document type. No manual filing.
See who's sent what at a glance. Track completion by document type and client. Know instantly who's application-ready.
Bank-level encryption for all documents. Full audit trails. Your client financial data is protected.
Start collecting mortgage documents automatically in under 5 minutes. Free for your first 3 clients.