AI Canadian Solutions AI Platforms, CRM & Intelligent Automation

Turn More Leads Into Funded Loans.
AI Automation + Intake for Mortgage Brokerages.

Mortgage AI Receptionist, AI-powered lead intake, instant outbound call & SMS follow-up, automated document collection, and intelligent pre-qualification — designed to increase approvals and accelerate funded volume faster. Works alongside Filogix, Velocity, and other Canadian mortgage submission systems.

SMART SCENARIO MATCHING. INSTANT LEAD RESPONSE. MORE FILES FUNDED.

Structured to move files from inquiry to funded — faster, with improved approval ratios.

Meet Your Mortgage
AI Agent Workforce

See how clients will interact with Your AI team — Live and unscripted, using our pre-trained Mortgage base.

Fully customizable · Add your own logic · Built for real workflows

24/7 AI Mortgage Workforce | Lead intake, follow-up & pre-qualification.

Your AI Mortgage Receptionist & Pre-Qualification Team

AI agents capture leads, pre-qualify borrowers, send documents, and follow up automatically — so you can focus on closing deals.

AI Mortgage Intake Engine

Stop Losing Loans to Missed Calls and Slow Follow-Up.

The average mortgage broker loses 3–5 qualified leads per month to missed calls, voicemails nobody returns, and follow-ups that never happen. At $3,000–$8,000 commission per deal — that's $9,000–$40,000 walking out the door every month.

Our AI phone receptionist answers every inbound call, 24/7, on your dedicated number. It asks the right mortgage questions — property type, purchase price, income range, credit profile, down payment source — organizes the responses into a structured borrower profile, and routes qualified leads directly into your pipeline.

Unqualified callers are filtered out. Serious borrowers are booked directly into your calendar. Every conversation is transcribed with an AI summary — no note-taking required.

  • AI answers calls 24/7 on your dedicated line — never goes to voicemail
  • Qualifies borrowers: property type, purchase price, income, credit context
  • Website chat widget captures leads the same way — any time of day
  • Every call and chat transcribed with full AI summary
  • Qualified leads booked directly into your calendar
  • Live call transfer to your agents the moment a hot lead wants to talk
24/7
AI answers every call
100%
Follow-up — automated
$0
Extra staff required
Medical AI Intake Platform Overview

Listen to a sample call

Sheryl AI Receptionist

AI Receptionist

Sheryl

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▶ Listen to a real AI Receptionist intake call

AI Mortgage Document Vault

Listen to a sample call

Sheryl AI Receptionist

AI Receptionist

Sheryl

0:00 / 0:00

AI Document Intelligence

Our AI Decision Logic Suggests Which Documents Your Deal Requires.

Based on the borrower's intake profile — deal type, employment status, income source, property type, and lender requirements — our AI logic engine automatically generates a tailored document checklist and sends the client a secure upload link via SMS or email.

No more chasing the same borrower three times for the right T4. No more missing NOAs at submission time. Files land in an encrypted vault, organized by folder, ready to review, package, and submit to your lender.

Invite collaborators — co-applicants, lenders, underwriters, lawyers, or accountants — to view specific folders through a secure party portal. Every access is logged. Every download timestamped. Full audit trail, always.

T4 / T1 General NOA (2 Years) Pay Stubs Bank Statements Employment Letter Photo ID Gift Letter MLS Listing Offer to Purchase Business Financials Void Cheque Property Appraisal
  • AI generates deal-specific document checklist at intake — no guessing
  • Borrowers upload from any device — no app or login required
  • Encrypted vault with organized folders per deal
  • Invite lenders, co-applicants, and lawyers via secure party portal
  • Package and submit to lenders directly from the vault
  • Full audit log: every view, download, and upload — timestamped
  • PIPEDA-compliant — built and hosted in Canada
Dormant Lead Reactivation

You Already Have Thousands of Leads That Haven't Closed Yet.

Import your entire database — past inquiries, referrals, prospects who went quiet, pre-approved borrowers who never pulled the trigger. The AI phone receptionist calls every single one of them. Reintroduces your brokerage. Asks where they are in the process. Books a call with you if they're ready.

Most deals aren't lost — they're forgotten. Buyers wait for rates to drop. Refinancers hesitate. Self-employed borrowers delay. A consistent AI follow-up system keeps you top of mind so when they're ready — they call you first.

Activate follow-up sequences by SMS, email, and voice. Let the AI handle timing, cadence, and message personalization based on where each contact is in the process. You focus on the conversations that are ready to close.

CSV or CRM import — unlimited contacts
AI calls dormant leads on your behalf
SMS & email sequences — automated
Reactivation campaigns — no manual setup
Every call transcribed with AI summary
Appointments booked directly during the call
AI Dormant Lead Reactivation
Mortgage Calculator Lead Capture Pages
Lead Capture + Calculators

Turn Website Visitors Into Booked Consultations.

Our platform includes built-in mortgage calculators and affordability tools embedded directly into high-conversion landing pages. When a visitor uses the calculator, the AI captures their profile, starts a qualifying conversation, and books them into your calendar — all without you touching anything.

Use our fully built conversion website, or drop the chat widget onto unlimited pages you already own. Every lead from Google ads, Meta campaigns, organic search, or referrals flows into the same unified inbox — organized, transcribed, and ready for follow-up.

  • Built-in mortgage payment & affordability calculators
  • High-conversion landing pages included — no developer needed
  • Chat widget deployable on unlimited existing websites
  • All sources in one inbox: phone, chat, SMS, web forms, ads
  • Syncs with Outlook, Gmail, Calendly, and Cal.com
  • Every lead source tracked — see what's converting
  • AI suggests next steps based on borrower profile and stage
100% Canadian Built

Built for Canadian Brokers. Compliant by Design.

Every piece of borrower data — documents, conversations, call recordings, contact profiles — is stored on Canadian servers with PIPEDA-compliant access controls, consent tracking, and full audit logging. No US data routing. No grey area.

Works as a standalone AI CRM or as an intake and follow-up layer that plugs directly into the tools you already use. Brokers on Velocity, Filogix, Newton Velocity, or any CRM keep their existing workflow — the AI just handles everything around it.

  • PIPEDA-compliant — all data hosted in Canada
  • Full audit log: calls, logins, document access, downloads
  • Role-based permissions — agents see only their deals
  • Works alongside Velocity, Filogix, Newton, and any web CRM
  • Standalone CRM + full conversion website included
  • No per-seat pricing traps — scale without penalty
  • Canadian-based support team — not a ticket queue overseas

Works alongside:

Velocity Filogix Newton Outlook Gmail Calendly Cal.com HubSpot

30-minute consultation. No commitment. No sales pressure.

Mortgage AI CRM Pipeline

More Loans Closed. Less Admin. Zero Extra Staff.