Part of our Admin & Front Office agents
AI agents for mortgage broker admin and front office teams
Actionist is an AI automation tool whose agents operate the apps your mortgage brokerage admin team already uses, from renaming scan0045.pdf by hand to agents that file it under the right borrower and flag bad pages.
Admin teams get back the hours lost to inbox sorting, document filing, diary ping-pong, and renewal chasing.
AI Employees for Mortgage Brokers Admin & Front Office in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- The office inbox sorted before nineLender notices, vendor mail and regulator letters are labelled and routed to the right desk before anyone logs in.
- Every document under the right borrowerAttachments are read, named to your convention and filed in the right loan folder, with bad scans flagged.
- Borrowers asked for the right documents onceA checklist for the loan type is drafted when an application starts, so requests go out complete and wait for approval.
- Diaries without the back-and-forthMeeting slots, signing holds and reminders are drafted from real calendar gaps, so the diary stops being a puzzle.
- Licences and lender approvals never lapseState licences, bonds and lender agreements sit in one dated register, with renewal documents gathered ahead.
- Built around your front officeThese are examples of what an admin agent can do. Build a custom agent for any office job your team repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Mortgage Brokers Admin & Front Office team's day.
Where the hours go
A borrower's bank statements arrive as scan0045.pdf across three emails, and someone spends the afternoon working out whose they are, renaming them, and hunting for the duplicate.
An agent reads each attachment, files it under the right borrower with your naming convention, removes the duplicate, and lists the pages that are unreadable or unsigned.
Every new applicant gets a checklist copied from the last file and edited by hand, so a self-employed borrower is asked for the wrong documents and has to be asked again.
An agent drafts the checklist from the loan and employment type when the application starts, packages it with the upload link, and queues it for a person to approve.
Booking an application meeting takes four emails across three loan officer calendars, and the signing appointment with the notary gets arranged on the morning it is needed.
An agent proposes slots from real calendar gaps, drafts the invites and the notary or title hold, and prepares tomorrow's reminders for a person to approve.
The branch licence, the surety bond and a lender's annual recertification each have a different renewal date in a different place, and a state examiner's request finds the closed-file folder in disarray.
An agent keeps one dated register of renewals, collects the documents each one needs, and assembles the examiner folder from files that are already indexed.
Actionist Will Automate
What one automation looks like
A week with your Mortgage Brokers Admin & Front Office agents
Some of the apps for your Mortgage Brokers Admin & Front Office team
Some of the front-office apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Within about a minute of an attachment landing, the agent reads what the document is, matches it to the borrower, renames it, places it in the right sub-folder and ticks the checklist. A scan that is too faint or unsigned is listed for a person instead of filed.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Admin300 min / weekSorting the shared office inbox
Someone opens every message first thing, works out which are borrower documents, lender notices, vendor invoices or regulator letters, and forwards each by hand.
Admin Agent0 minAgent sorts and routes before the office opensAn agent labels and routes everything overnight, forwards lender notices with the file number, and flags any regulator letter, so the team starts from a sorted inbox.
- Admin330 min / weekNaming and filing borrower documents
Attachments arrive as scan0045.pdf and photo.jpg, and someone opens each one, decides whose it is, renames it and drags it into a folder.
Admin Agent0 minAgent reads, names and files each documentAn agent identifies the document and borrower, applies your naming convention, files it, ticks the checklist and lists the pages that cannot be used.
- Admin270 min / weekBuilding checklists and chasing intake documents
A checklist is copied from the last file and edited, and reminders are written one at a time after someone notices a borrower has gone quiet.
Admin Agent0 minAgent drafts the checklist and the remindersAn agent drafts the checklist for the loan type when the application starts and a three-day reminder for items still missing, all queued for approval.
- Admin240 min / weekArranging meetings and signings
Booking a meeting takes several emails across calendars, and the signing appointment with the notary is arranged the morning it is needed.
Admin Agent0 minAgent proposes slots and drafts the holdsAn agent proposes slots from real gaps, drafts the invites and the notary hold, and prepares tomorrow's reminders for a person to approve.
- Admin150 min / weekKeeping renewals and closed files in order
Licence, bond and lender recertification dates live in different places, and an examiner's request sends someone digging through half-indexed folders.
Admin Agent0 minAgent keeps one register and indexed archivesAn agent keeps a single dated register, collects renewal documents, archives closed files to a fixed layout, and assembles the examiner folder for review.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
A front-office agent handles borrower IDs, tax documents and regulator mail, so it only earns trust if your team stays in control. You see everything it touched, approve anything that reaches a borrower, and keep every compliance and retention decision with the people responsible for it.
Checklists, reminders and appointment invites are drafted and queued. Nothing reaches a borrower on its own unless you widen that autonomy yourself through Approval Modes.
The agent keeps dates, summarises notices and lists files past retention. The compliance officer decides what a notice means and approves anything before a file is destroyed.
Each file it renamed, moved or flagged is recorded with a time and the original name, so a reviewer can trace any document back to where it arrived.
IDs, statements and tax returns are encrypted and never used to train any model. If everything must stay on your own infrastructure, you can self-host Actionist on a VPS.
More Mortgage Brokers teams
Frequently asked questions
Does my mortgage brokerage admin team need to be technical to use Actionist?
How do I get started with an admin agent for our front office?
How do I make customised AI agents for how our office actually works?
How quickly can we set up a front-office agent?
Where do borrower IDs and tax documents live, and are they used to train AI models?
How does an agent file documents when our scanner and portal have no API?
Will it ask a borrower for documents without someone seeing the message first?
What about paper mail and signed originals?
Does the agent make licensing or compliance decisions?
See an agent file a borrower's documents and draft the next checklist
Book a free demo and watch an Actionist agent sort an inbox, name and file a scanned stack, and draft a starting checklist for a new applicant, end to end.