AI and process automation for mortgage companies and small businesses in Arizona
Less busywork.More loans closed.
We're a managed IT provider that also builds automation. We take repetitive work off your team's plate, from loan file data entry to status updates and reports, using the systems you already have, with security built in.
Call our local team. No ticket required. 480-550-8108Sound familiar?
Your team is doing work a computer should do
Every hour spent re-typing, chasing and copying is an hour not spent with borrowers and clients.
Typing the same data twice
Information re-keyed between your loan system, spreadsheets and other tools.Chasing documents
Processors emailing borrowers and tracking by hand what's still missing."Where's this file?"
Loan officers, processors and partners asking for status updates all day.Reports built by hand
Pipeline and production reports pieced together in spreadsheets every week.
What we automate
Automation that fits how you already work
We start with the tasks that eat the most time, then build automation around the systems you already use. No ripping out what works.
Book a free automation consultLoan file data entry
Information moved between systems automatically, without re-typing.
Document collection and routing
Files received, named, filed and sent to the right person.
Conditions and deadlines
Reminders before a condition, document or date slips.
Status updates
Your team kept informed as files move, without the back-and-forth.
Pipeline and production reports
Built automatically and delivered on schedule.
Custom loan tools
Small tools built around the way your team actually works.
AI where it helps
Sorting, summarizing and pulling information from documents, with a person checking the results.
Everyday office automation
Onboarding checklists, approvals and forms, for any kind of office.
How a project works
From idea to working automation
Discovery
We map the process with your team and find where the time actually goes.
A fixed quote
Scope, timeline and price in writing before any work starts.
Build and test
We build against your real workflow and test it before anyone relies on it.
Train and launch
Your team learns how it works and what to do when something looks off.
Support after launch
We already support your IT, so we keep your automation running too.
Security built in. Access limited to what each automation needs, and borrower data kept in the systems you already trust.
What clients say
A mortgage branch that stopped losing revenue to downtime
There is absolutely no doubt in my mind that [the team] prevented my mortgage branch from losing significant revenue by eliminating virtually any risk of downtime for us. ... Best of all, [they] explained everything to me in business terms and English, no technobabble!
How it's priced
Project-based, quoted up front.
Every automation project gets a written scope and price before work starts. Nothing begins without your approval, and there's no long-term contract.
Book a free automation consultQuestions
AI and automation, answered
Is automation part of your IT support plans?
No. Automation work is project-based. Each project is scoped and quoted up front, and only starts with your approval.
Which systems can you automate?
We work with the systems you already use, including loan origination systems like Encompass and Microsoft 365. During discovery we confirm what each system allows.
Is borrower data safe?
We design every automation with the same security standards we use for your IT: limited access, protected accounts, and borrower data kept in the systems you already trust.
Will automation replace my staff?
No. The goal is to take repetitive tasks off their plate so they can spend more time with borrowers and closing loans.
How long does a project take?
It depends on the scope. You'll get a timeline with your quote, before any work starts.
Do you only automate mortgage processes?
Mortgage is where we've done the most work, but the same approach works for any office with repetitive, rules-based tasks.
Request a free IT assessment.
Here's exactly what happens when you request one:
- 1A 15-minute call about your business and how your IT works today.
- 2A review of your systems, security and backups, with your permission.
- 3A short, plain-English summary of your biggest risks, what an auditor or insurer would flag, and where you may be overspending.
Free, with no obligation. After you submit the form, we call you back the same business day to set up the first call.
Prefer to talk now? 480-550-8108