Automation Products for Mortgage Brokers

Focused tools that eliminate your biggest time drains. And we're just getting started.

Product 01

Referral Email Identification + Auto-Booking

Your referrals get a response in minutes and a calendar slot booked before you even see the email.

Referrals are your highest-value leads, but they often sit in your inbox for hours while you're on calls or in meetings. LendFrame monitors your email for referral patterns, drafts a personalized response the moment one comes in, and books the referred client into your calendar automatically.

  • Automatically detects referral emails from your key sources
  • Drafts a warm, personalized acknowledgment in your voice
  • Books the referred client into your calendar, no manual scheduling needed
  • You can review before it sends, or let it run fully hands-free
  • Ensures no referral goes cold while you're busy
  • Privacy-first by design. Your client data stays protected

Product 02

Call Recap + Doc Requests

Stop writing the same follow-up email 200 times a year.

After every client call, you need to send a recap with next steps and a document checklist. It's repetitive, it's time-consuming, and it's exactly the kind of work that should be automated.

  • Generates a structured post-call summary from your notes
  • Includes a tailored document request checklist
  • Formatted and ready to send in your email style
  • Saves 15–20 minutes per deal, across hundreds of deals a year

Product 03

Mortgage Scenario Builder

Put in the numbers. Get a client-ready email. Done.

Clients want to see their options clearly. Instead of manually formatting comparison emails, input the numbers into the Scenario Builder and get a polished, client-ready breakdown in seconds.

  • Input rate, term, and payment details for multiple scenarios
  • Outputs a clean, branded comparison email
  • Clients can easily understand and compare their options
  • No more copy-pasting into spreadsheets or email templates

Product 04

DFS Package Automation

From deal data to DocuSign draft, without touching it manually.

The deal file summary and disclosure package is one of the most tedious steps in closing. LendFrame pulls your deal data and generates the DFS package with a DocuSign-ready draft, so you can review and send instead of building from scratch.

  • Pulls deal information from your existing data sources
  • Generates a complete deal file summary
  • Creates a DocuSign draft ready for review
  • Review, adjust if needed, and send. Minutes instead of hours

What's Next

Don't See Your Workflow? We'll Build It.

These four are just the start. We build custom automations around how your team actually works. The biggest wins often aren't about saved time. They're about responding first, staying consistent under pressure, and making sure nothing slips when volume spikes.

More tools are in development. See how the process works or book a call and tell us what matters most.

Ready to Automate Your Workflow?

Start with one tool. See the impact. Add more when you're ready.

Book a Strategy Call