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 helped 100+ companies worldwide.
We have built mortgage automations that removed the manual work between lenders, brokers, and borrowers.
10 → 100+ deals/month
Deals scaled for NuBorrow after full workflow 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 both experience and 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.
Monthly reports that are always two weeks late. No real-time view of where deals are sitting, which LO has capacity, or which stage is creating the most delays.
What we do:
we build real-time dashboards that show your pipeline by stage, by LO, and by product type, updated automatically as deals move.
Equifax pulls, document collection, compliance checklists- all tracked in spreadsheets or by memory. One missed deadline creates real exposure.
What we do:
We integrate compliance checkpoints directly into the workflow so deadlines are flagged automatically and nothing slips through.
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.
A branded, secure portal where borrowers track their application status, upload documents, and communicate with their LO, without email threads and phone tag. Every interaction is logged automatically.
Equifax pulls, compliance checklists, and document verification integrated directly into the deal workflow. Deadlines flagged automatically. Nothing tracked in a separate spreadsheet.
Below is what we were handed and what we delivered. Real clients, real results.
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.
The short answer is an email parser. It reads each incoming lender email, identifies which deal or borrower it relates to, and updates the CRM automatically. We built exactly this type of workflow for a mortgage client and significantly reduced the time spent manually processing lender communications.
More than most founders expect. The highest value tasks to automate first are lender email triage, borrower-to-lender matching, document collection from clients, compliance checkpoint tracking, and pipeline reporting. A brokerage of 5 to 10 people can typically recover 10 to 15 hours of staff time per week by automating these five areas. You do not need to automate everything at once. Most of our engagements start with one task, deliver a measurable result, and expand from there.
A full-time ops admin costs more. Targeted automation for one specific task typically costs significantly less to build and a fraction of that to maintain annually. For a well-defined, repeatable task, the automation usually pays for itself within the first year. Where it gets more nuanced is edge cases and judgment calls. Automations handle repeatable processes. For anything that needs human interpretation or relationship management, you still need a person. The question worth asking is not automation or hire, but which tasks can be removed entirely before you decide how many people you actually need.
