Part of our Customer Support agents
AI agents for customer support teams in mortgage brokers
Actionist is an AI automation tool whose agents operate the apps your brokerage already uses, from answering where-is-my-loan emails one by one to drafts that arrive with the file stage already in them.
Brokerage service teams get back the hours lost to status emails, rejected uploads, and chasing complaint deadlines.
AI Employees for Mortgage Brokers Customer Support 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
Once a borrower has applied, the questions never stop: where is my file, why was my statement rejected, when does my lock run out. Most land in the loan officer inbox, between consultations.
Actionist agents read the file, draft the answer in plain English, and queue it for the processor to approve. Credit and lending decisions stay with your adviser and the lender.
- Status answers drafted from the fileEach where-is-my-loan email gets a plain-English reply built from the LOS stage, queued for a processor to approve.
- Rejected uploads explained once, clearlyA bad bank statement gets a specific note on what is wrong and how to fix it, not a generic resubmit request.
- No rate lock or key date surprisesLock expiry, valuation access, and Closing Disclosure review windows are watched and flagged to the adviser first.
- Complaints logged with the clock runningComplaint language in the shared inbox is flagged, logged, and tracked against acknowledgement deadlines.
- Realtors updated without a chaseReferral partners get status digests drafted for sign-off, so they stop emailing the loan officer for updates.
- Built around your service deskThese are examples. Build a custom agent for any borrower question your team answers on repeat.
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 Customer Support team's day.
Where the hours go
Loan officers answer the same where-is-my-loan email four times a week, each time stopping to open the LOS and work out what to say.
An agent reads the file stage and drafts the reply within about a minute of the email landing, so the processor approves a prepared answer instead of researching and writing one.
Bank statements get rejected for missing pages, borrowers resubmit the same file, and the back-and-forth adds days nobody notices until closing slips.
An agent explains exactly what is wrong with each rejected upload and what a correct one looks like, so the second attempt is the right one.
A complaint buried in the shared inbox sits past its acknowledgement deadline because nobody realised it counted as a complaint.
An agent flags complaint language, logs it with the date received, and tracks the acknowledgement clock, leaving the compliance officer to decide the response.
Realtors email the loan officer for the closing date three times a week, so the buyer agent relationship runs on interruptions.
An agent drafts the partner status digest and the single-question replies, and the adviser approves what is shared.
Actionist Will Automate
What one automation looks like
A week with your Mortgage Brokers Customer Support agents
Some of the apps for your Mortgage Brokers Customer Support team
Some of the apps your borrower service desk agents operate 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.
The agent watches the shared Gmail inbox and the Help Scout queue. When a status question arrives it opens the matching file in the LOS, reads the stage and open conditions, and drafts a reply naming the next step. The draft is posted to Slack for the processor to approve. Nothing reaches the borrower until it is approved.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Customer Support150 min / weekAnswering status emails one at a time
A processor opens the LOS, reads the stage, and writes each reply from scratch, usually between other tasks, so answers arrive late and vary in quality.
Customer Support Agent0 minAgent drafts each status reply from the fileAn agent reads each email, checks the stage and open conditions, and drafts a reply for the processor to approve and send.
- Customer Support120 min / weekExplaining rejected or confusing document requests
Borrowers get a vague resubmit request, upload the same incomplete file again, and the processor spends another round explaining what was wrong.
Customer Support Agent0 minAgent writes a specific reason and a worked exampleThe agent drafts a note saying exactly what is wrong with each rejected upload and what a correct version looks like.
- Customer Support90 min / weekTracking rate lock and closing-week dates
Dates live in the LOS and a loan officer memory, so a lock expiry or a Closing Disclosure window surfaces on the day it matters.
Customer Support Agent0 minAgent flags dates with the closing date beside themThe agent scans the pipeline each morning and posts upcoming locks and closing-week checks to the adviser, with borrower reminders drafted.
- Customer Support75 min / weekLogging and tracking complaints
A complaint sits in a loan officer inbox until someone notices, and the acknowledgement deadline is checked only if someone remembers.
Customer Support Agent0 minAgent flags, logs, and tracks the clockThe agent flags complaint language, writes the register entry with the date received, and warns the compliance officer before a deadline passes.
- Customer Support100 min / weekKeeping realtors and partners updated
Buyer agents email for the closing date, the loan officer replies when they can, and partners form their own view of how responsive you are.
Customer Support Agent0 minAgent drafts partner updates for approvalThe agent prepares a weekly digest and one-question replies from the file, limited to what the borrower has agreed to share, for the adviser to approve.
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: ~7 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
An agent that writes to your borrowers only earns trust if a person stays in charge. Actionist is built so you approve what reaches a borrower or partner, see everything it did, and keep every credit and lending decision with your adviser and the lender.
Every status reply, reminder, and complaint acknowledgement is drafted and held for a processor or the compliance officer. Nothing reaches a borrower on its own unless you widen that yourself.
The agent never says a borrower is approved or declined, never quotes a rate, and never judges a complaint. It prepares the facts; the adviser, underwriter, or compliance officer decides.
Realtor and accountant digests are limited to what the borrower has consented to share, and the adviser approves each one before it is sent.
Every file the agent read, draft it wrote, and edit you made is logged, so you can show what was said, when, and who approved it.
More Mortgage Brokers teams
More use cases for Mortgage Brokers Customer Support teams
Frequently asked questions
Does my brokerage service team need to be technical to use Actionist?
How do I get started with AI agents for a mortgage brokerage service desk?
How do I make customised AI agents for how my brokerage actually works?
How quickly can I set a service desk agent up?
Where does our borrower data live, and is it used to train AI models?
Our LOS and lender portals have no API. Can the agent still read them?
Will the agent message a borrower without a person seeing it first?
Could the agent tell a borrower they are approved or quote a rate?
Can it handle a complaint properly?
See an agent answer a where-is-my-loan email from the file stage
Book a free demo and watch an Actionist agent read a borrower question, check the file, and draft the reply for a processor to approve, end to end.