Agentrix for Mortgage
Close More Loans.
Touch Less Paper.
Agentrix deploys a full AI operations team across your loan pipeline. Borrowers always informed. Documents always organized. Compliance always audit-ready. You focus on closing.
Trusted by loan officers and teams closing 10+ loans/month. SOC 2 compliant. LOS-agnostic.
The Problem
You Got Into Lending to Help People Buy Homes, Not to Manage Document Checklists.
200+ Pages Per File, Reviewed Manually
Pay stubs, tax returns, bank statements, appraisals, title docs. Reviewing, cross-referencing, and chasing missing items eats hours per file. Multiply by 15–20 active loans.
Borrower Communication Gaps Kill Deals
The borrower hasn't heard from you in 8 days. Their realtor is calling. One communication gap at the wrong moment kills a deal that took weeks to build.
Compliance and Audit Trails Eating Time
TRID timelines, RESPA disclosures, state-specific requirements. Every loan has 50+ compliance checkpoints. The documentation burden is relentless.
The Solution
Agentrix Eliminates the Friction That Kills Your Pipeline.
01
Documents Reviewed in Minutes
Your AI reads every document in the file, cross-references data across sources, and flags discrepancies, missing items, and conditions instantly.
02
Borrowers Always in the Loop
Automated milestone updates. Proactive next-step communications. Condition requests sent the moment underwriting identifies them.
03
Compliance Built Into the Workflow
Every disclosure tracked. Every timeline monitored. Every audit requirement documented automatically at each loan touchpoint.
Use Cases
18 AI Agents. One System. Built for Mortgage.
01
AI Borrower Prep Briefing
Auto-generates borrower summaries, loan scenarios, and talking points before every call.
02
Client Loan History Briefing
Pulls complete borrower history — past loans, rate, terms — for informed conversations.
03
Loan Milestone Tracker
Monitors every loan from application to funding. Alerts before deadlines hit.
04
AI Call & Meeting Notes
Transcribes and summarizes borrower calls, extracting action items and conditions discussed.
05
Life Event & Refinance Detection
Identifies rate drops, equity milestones, and life changes that signal refi or purchase opportunities.
06
Live Loan Advisor
Real-time guidance on loan structuring, program eligibility, and pricing decisions.
07
AI Borrower Follow-Ups
Drafts and sends personalized borrower updates at every pipeline milestone.
08
Compliance & Regulatory Docs
Auto-generates disclosures, consent forms, and regulatory paperwork on schedule.
09
Loan Scenario Creation
Builds and maintains multiple loan scenarios for borrower comparison.
10
LOS & CRM Sync
Bi-directional sync between your LOS, CRM, and pricing engine. No double entry.
11
Loan Document Intelligence
Extracts key data from any loan document — income, assets, employment, property.
12
Application & Form Autofill
Pre-fills 1003s, disclosures, and forms from existing borrower data.
13
Borrower Profile Management
Maintains living profiles with loan history, preferences, and communication records.
14
Pipeline Intelligence & Queries
Ask natural-language questions about your pipeline, pull-through rates, or borrower status.
15
AI Borrower Email Replies
Drafts contextual email responses in your voice. Approve in one tap.
16
Income & Asset Data Extraction
Pulls and cross-references income, asset, and employment data from uploaded documents.
17
LO Performance Scorecards
Weekly metrics on pull-through, cycle time, and pipeline velocity.
18
Pipeline Analytics & Insights
AI-generated analysis of pipeline health, conversion trends, and rate-lock exposure.
Featured
Five agents that change the week.
01
Loan Document Intelligence
The problem it solves
A borrower uploads 47 pages. Verifying income across three sources and flagging underwriting issues takes 90 minutes per file.
How it works
Agentrix reads every page, extracts income, employment dates, asset balances, and property details, cross-references for consistency, and flags discrepancies before submission.
The result
90-minute reviews become 10-minute approvals. Fewer conditions, faster clears, smoother closings.
02
AI Borrower Follow-Up Communications
The problem it solves
"Where's my loan?" is the question that haunts every LO's inbox. With 20 active files you can't personally update everyone daily.
How it works
At every milestone, Agentrix sends a personalized update to the borrower and their realtor reflecting loan status, next steps, and expected timeline — from your email, in your voice.
The result
Borrowers feel informed. Realtors trust your process. Referral partners send more deals.
03
Income & Asset Data Extraction
The problem it solves
Calculating qualifying income from tax returns, K-1s, and business financials is slow and error-prone.
How it works
Upload returns, W-2s, 1099s, bank statements, or financials. Agentrix extracts and calculates qualifying income per agency guidelines and flags items needing an LOE.
The result
Accurate income calculations in seconds. Fewer rounds with underwriting. Pre-qualify with confidence.
04
Loan Milestone Tracker
The problem it solves
Eighteen loans, each at a different stage. Which appraisal is due today? Which lock expires Friday? Tracking mentally is impossible.
How it works
A real-time status board for every active loan, monitoring lock expirations, closing dates, TRID timelines, and condition deadlines with proactive alerts and escalations.
The result
Complete pipeline visibility without spreadsheets. No lock expirations missed. No closings delayed.
05
Life Event & Refinance Detection
The problem it solves
Rates drop 50bps and you have 500 past borrowers. Which ones should you call?
How it works
Agentrix monitors rate movements against your closed loan database, tracks equity accumulation, and identifies life triggers, generating a prioritized outreach list with talking points.
The result
Past borrowers become a perpetual lead source. Retention and repeat business grow without cold prospecting.
How It Works
Live in 14 Days. No Technical Lift.
STEP 1
Discovery Call (30 min)
We learn your loan volume, LOS/CRM setup, and where time disappears in your pipeline. We map the opportunity.
STEP 2
System Design (48 hrs)
We architect your deployment — which agents activate, how they integrate with your LOS, CRM, and pricing engine, and what your first 30 days look like.
STEP 3
Build & Deploy (10–12 days)
Our team builds, tests, and deploys your system. You get a live walkthrough. No code. No IT department needed.
STEP 4
Optimize & Scale
Monthly performance reviews. We tune your agents based on pull-through, cycle time, and pipeline data.
Pricing
Pricing That Scales With Your Pipeline.
Solo Loan Officer
For LOs closing 5–20+ loans per month
$500 – $800/mo
Setup: $3,000 – $5,000
- /Full 18-agent system deployment
- /LOS + CRM integration
- /Done-for-you setup and configuration
- /Monthly optimization and support
★ MOST POPULAR
Team / Branch
For teams of 2–10 loan officers
$1,500 – $2,500/mo
Setup: $8,000 – $15,000
- /Everything in Solo, plus:
- /Multi-LO access and dashboards
- /Team pipeline analytics
- /Shared borrower intelligence
- /Priority support
Enterprise (Agent Studio)
For large branches, lenders, and enterprise partnerships
Custom
Starting at $50,000/year
- /Full platform access with Agent Studio
- /Custom agent development
- /Dedicated success manager
- /API access and custom integrations
- /White-label options available
FAQ
Questions we get every week.
Does Agentrix integrate with my LOS?+
Yes — Encompass, Byte, LoanSoft, Calyx, and other major systems, plus CRMs like Velocify, Surefire, and BNTouch.
How does this handle borrower data security?+
SOC 2 compliant, encrypted in transit and at rest, meeting or exceeding GLBA and state privacy requirements. No borrower data is used for model training.
Does the AI make lending decisions?+
No. Agentrix handles operations, documentation, and communication. Pricing, program selection, and approval remain with you and your underwriting team.
What about TRID, RESPA, and state regulations?+
Agentrix tracks federal and state disclosure timelines automatically, alerts you before deadlines, and generates documentation that meets regulatory requirements.
How quickly will this impact my pull-through rate?+
Most LOs see measurable improvement in borrower satisfaction and pipeline velocity within 30 days, because communication gaps are eliminated from day one.
Stop Losing Deals to Pipeline Friction.
Your borrowers are waiting. Your AI is ready. Book a 15-minute demo and see exactly how Agentrix runs your mortgage operations.
No contracts. Cancel anytime. Live in 14 days.