Mortgage & Lending
Guide purchase and refinance borrowers through prequalification, document collection and underwriting while keeping sensitive files private.
Ideal for: Loan officers, Mortgage brokers, Small lenders
Pipeline stages
- 1Inquiry
- 2Prequalification
- 3Documents
- 4Review
- 5Underwriting
- 6Closed(won)
- 7Not moving forward(lost)
Intake questions
- Loan purpose — Purchase / Refinance
- Main goal
- Occupancy — Primary home / Second home / Investment
- Timeframe
Suggested follow-ups
- Request documents after prequalification
- Remind borrower of missing documents
- Notify loan officer when documents are uploaded
What the AI won't do
- • Never promise approval, credit outcomes or specific rates
- • Do not ask for Social Security numbers or account numbers in chat
- • Documents are collected only through the private upload area