If your team is manually sorting lender emails, matching borrowers to lenders, tracking compliance in spreadsheets, and pulling reports after the fact, you're spending time on work that can be automated. We build the systems that remove those bottlenecks so brokers can focus on closing deals.
NuBorrow scaled from 10 to 100+ deals per month after we automated their CRM, lender matching, and client workflows.
We have successfully partnered with over 100 mortgage firms globally.
100+ deals/month
Deals scaled for NuBorrow after full workflow automation
15+ hours/week
Manual lender email sorting removed per week
4 weeks
Average time from first call to live automation
Every engagement starts the same way. A founder describes a task their team does manually every day. We tell them whether it is automatable and how long it takes to remove it. Here is what we hear most often.
Your team gets 40–80 lender emails a day. Someone reads each one, figures out which deal it belongs to, and manually updates the CRM. That is two to three hours of work every evening that does not need a human doing it.
What we do:
We build an AI email parser that reads incoming lender emails, matches them to the right file, and updates your CRM automatically.
Matching a borrower to the right lender takes experience but also time. When your LOs are doing it from memory and instinct, deals get mismatched, rates get missed, and the process slows down.
What we do:
We build an intelligent matching layer that analyses the borrower profile, compares it against your lender panel, and surfaces the best match with rate and speed data behind it.
These are the systems and workflows we have already built. Every solution below is tied to a real operational problem we were asked to solve.
Reads incoming lender emails, identifies the relevant deal, and updates your CRM without anyone touching it. Works with your existing CRM or a custom one we build for you.
Analyses borrower profiles against your lender panel and recommends the best match — factoring in rate, speed, and historical close data. Removes gut-feel from the process and speeds up the decision.
Everything you need to know about our mortgage products and billing.
The three tasks most brokerages start with are lender email sorting, borrower-to-lender matching, and compliance tracking. These processes are often repetitive, time-consuming, and well-suited for automation.
Yes. We build around what you already use: Filogix, Velocity, Salesforce, and most lender portals can be connected to without replacing them. We map your current systems in the first call and tell you exactly what is and is not connectable before we start.