Chase Conditions, Not Borrowers
Most files don’t stall on the hard part. They stall waiting on a missing statement page, a gift letter or a signed disclosure. Your agent keeps every file’s to-do list moving in your own systems, so you can keep originating.
From $10/month 30 days free No credit card
Where The Day Goes
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Conditions Trickle In One At A Time
Underwriting sends a list, the borrower sends half, the processor asks again. Each round costs days.
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Real Estate Agents Want Constant Updates
Buyer’s agents and listing agents email to ask if you’re on track to close. Answering for every file eats the afternoon.
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Pre-Approvals Go Stale
Buyers approved in spring are still shopping in fall, and nobody remembered to check in or refresh their documents.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Turn Conditions Into A Borrower Checklist
It reads the lender’s conditions, rewrites them as a plain list the borrower understands and drafts the request email.
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File Incoming Documents
As documents arrive, it renames them, files them to the loan and updates the checklist. Your processor reviews.
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Google Drive -
Adobe Acrobat - ARIVE
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Send Weekly Status Updates
A repeating task drafts a short status note for each file to the borrower and both real estate agents.
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Gmail - LendingPad
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Keep Key Dates On The Calendar
Lock expirations, appraisal due dates and closing dates go on your calendar with reminders a few days ahead.
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Check In With Past And Pre-Approved Clients
It lists aging pre-approvals and past clients due for a yearly check-in, and drafts a personal note for each.
- Gmail
- Total Expert
- Shape
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Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Underwriting sent conditions on the Williams file. Turn them into a plain checklist for Andre and draft the email.
- The Chens uploaded statements. Rename them, file them in ARIVE and tell me what’s still missing.
- Draft Friday updates for every file closing this month, one email per file to the borrower and both agents.
- The lock on the Rossi loan expires the 22nd. Put it on my calendar and remind me on the 17th.
- List my pre-approvals from before July who haven’t bought yet, and draft a quick check-in for each.
- Sarah at Coldwell Banker asked if we’re on track for the 30th on 18 Spruce. Draft a reply from the file notes.
The Plan That Fits
A loan officer and a processor working the same files is the usual setup, and Team lets them share one agent.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Mortgage Brokers
Which LOS does it work with?
Any you open in a web browser, such as ARIVE or LendingPad, signed in with your login.
Can it lock a rate?
No. Locks stay with you. The agent can remind you before a lock expires.
How does it handle borrower documents?
It works on your computer, in your own accounts, and files documents where you tell it. Use an AI plan your company approves for borrower data.
Can it text borrowers?
Octopus Prime has no texting line. If your CRM or LOS sends texts, the agent can draft them there for your OK.
Does it replace my processor?
No. It takes the follow-up and filing off their plate so they can spend their time on the file itself.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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