Frequently Asked Questions

Most brokers are up and running within 1–2 weeks. We start with a workflow audit, then build and deploy your first automation. No lengthy onboarding or training required.

Not at all. LendFrame is built around your existing workflow. We don't ask you to change how you work. We roll out one tool at a time so you can see results before adding more. See how it works.

That's exactly how most brokers start. Pick the task that costs you the most time - usually referral responses or call recaps - and we'll build that first. Add more tools when you're ready.

None. We handle the setup, the integration, and the maintenance. You just use the tools.

Four core tools: Referral Email Identification + Auto-Booking, Call Recap + Doc Requests, Mortgage Scenario Builder, and DFS Package Automation. We also build custom automations based on your workflow.

Our automations deliver high accuracy with human-in-the-loop review available on every workflow. For critical workflows, you choose whether to review every output before it goes out. Some brokers review everything. Others let it run hands-free. That's your call.

LendFrame is designed to work alongside your existing tools, including your CRM, email, and document systems. We integrate with your current workflow rather than replacing it.

We're designed to work alongside the tools Canadian brokerages use. During your workflow audit, we map out your tech stack and build automations that connect to your existing systems.

Yes. LendFrame scales with your team. Each broker can have their own automations tailored to their voice and workflow, managed under one brokerage account. Learn more about team automation.

Pricing has two components: a one-time build fee to design and deploy the automation, and a monthly fee to run, maintain, and improve it. Both depend on which tools you need and the size of your team. You can start with one workflow and add more over time. Book a strategy call for a custom quote.

It depends on your needs and which tools you use. Use our ROI calculator to see how much time you're currently losing to manual tasks and what automation could recover.

Yes. Every workflow runs free for the first two weeks. We build it, you use it, and if it's not delivering value we just turn it off - no charge, no hassle. Monthly billing only starts after you've seen it work.

Yes. We only use AI models that guarantee zero data retention for training. Your client data is never shared or used for any purpose other than powering your automations. Read our full security approach.

Our data handling practices are aligned with Canadian privacy regulations, including PIPEDA. We minimize data exposure, use encryption at rest and in transit, and don't store client data beyond what's needed to complete the task.

No. We exclusively use AI models that contractually guarantee zero data retention for training purposes. Your data goes in, the output comes back, and nothing is learned or stored by the model.

It varies by brokerage, but teams typically recover several hours per week, depending on deal volume and which tools they use. Try our ROI calculator to get an estimate based on your deal volume and team size.

You control the review process. For any workflow, you can choose to review every output before it's sent, or let it run automatically. Critical workflows default to human-in-the-loop review.

Your data is yours. If you stop working with us, we perform a clean data removal. No lock-in, no lingering data.