I connect your tools to your LOS, automate the busywork, and move your people onto the work that closes loans. It all runs in your own accounts, and your team learns to own it.
Built and running every day at a 16-state mortgage broker, on Arive.
More than 35 of these automations run every business day at a mortgage broker licensed in 16 states.
I built them. Now I build them for other lenders.Four kinds of work, all aimed at the same thing: fewer hands moving data between screens.
Arive, Microsoft 365, pricing, title, your warehouse bank, accounting, email marketing. Data moves between them on its own, so nobody copies it by hand.
The same twenty steps, done the same way on every file, are exactly what software should do. Your team just checks the result.
When the re-keying is gone, processors review flags and talk to borrowers. Nobody's job should be moving data from one screen to another.
A pricing engine on your website. A post-closing board for wires and expirations. The dashboard your LOS doesn't have. If you keep a spreadsheet to track it, it can be a tool.
Most lenders run a dozen systems that don't talk to each other. People fill the gaps. I close them.
Same people, same pipeline. Different work.
Nothing sends or changes a loan without the rules your team sets. People stay in charge. The tools do the typing.
A three-month start, then you decide how much help you want.
A secure automation server in your Azure account, connected to your LOS and Microsoft 365. You own every login and every line of code.
We start with what costs you the most time. Pricing, post-closing, and file review are the usual first picks.
Weekly training with someone on your staff, so they can change, fix, and build tools after I step back.
In 30 minutes I'll tell you what can be automated, what can't, and what I'd build first.