Originate more.
Chase less.
One integrated platform, real-time pricing you run yourself, and a team that actually answers — so your day goes to writing loans.
Same you. Different day.
- Files scattered across disconnected tools
- Waiting on the lock desk to price
- Keying document data in by hand
- Marketing and follow-up on your own
- Support that doesn't know your file
- One system — the file keeps moving
- Real-time pricing you run yourself
- An AI agent reads the docs in seconds
- An in-house team markets for you
- Ops and underwriting who know your name
Refi windows, tracked for you.
The spreadsheet you update once a quarter — replaced by an alert the moment a past client can save.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Client | Rate | Checked | Note |
| 2 | Alvarez | 7.1% | 5/12 | check? |
| 3 | Kim | 6.8% | 4/28 | later |
| 4 | Doyle | 7.0% | 3/15 | — |
| 5 | Nguyen | 6.9% | 5/02 | call? |
| 6 |
Updated by hand · last touched 3 weeks ago
Docs in. Data out. Seconds.
Paystubs, W-2s, bank statements — the AI agent reads them the moment they land, pulls the numbers, and drops them into the file. Keying by hand becomes a glance.
- Gross income
- $8,750 / mo
- Employer
- Acme Co.
- Pay frequency
- Bi-weekly
- YTD earnings
- $52,500
Illustrative — fields the agent reads from a document.
The whole stack. Day one.
Best-in-class platforms, integrated to work as one — nothing to bolt together yourself.
See the full stackEncompass
Industry-leading LOS, integrated end to end.
Optimal Blue
Real-time pricing and lock-desk automation.
High Level CRM
Pipeline, marketing, and lead nurture.
AI assistant
Reads docs, runs scenarios, drafts comms — 24/7.
Your marketing, handled.
A real team on staff — led by our CMO — builds the content, campaigns, and co-branded collateral that keep your name in front of clients. No agency retainer, no late nights in Canva.
You originate. They make you look good doing it.
Social content
Posts, reels, and a full calendar — produced for you.
Co-branded collateral
Flyers, listing sheets, and open-house kits.
Email & SMS campaigns
Drip nurture and one-off sends, on brand.
Rate & program alerts
New products and rate moves, packaged to send.
Reviews & referrals
Automated asks that grow your reputation.
Events & open houses
Invites, signage, and follow-up handled.
The questions we actually get.
Answered plainly — no recruiter spin. When you'd rather talk it through, a real person is a click away.
- How fast can I price a deal?
- Seconds — real-time via Optimal Blue. No waiting on the lock desk.
- Can the AI really speed up my files?
- It reads paystubs, W-2s, and statements in seconds and drops the data into the file.
- Who handles my marketing?
- An in-house team builds your content and campaigns — the CRM automates the follow-up.
- What if I get stuck on a file?
- Real underwriters and ops who know your name. No call center.
- Can I bring my pipeline?
- Yes — we handle licensing and pipeline transfer with you.
- Do I keep my brand and my book?
- Yes — build your pipeline your way, with the firm behind you.
Four steps. No gauntlet.
Reach out
Tell us where you are. A recruiter follows up — not a form letter.
Talk it through
Your book, your goals, and how the platform fits. No pressure.
Onboard
Licensing, systems, and pipeline transfer — handled with you.
Originate
Log in, price a live deal, and get to work.
Led by operators.
See it on a real deal.
Price a live scenario — no account needed — or talk to recruiting directly.