Part of our Finance & Accounting agents
AI agents for finance teams in mortgage brokers
Actionist is an AI automation tool whose agents operate the apps your brokerage already uses, from matching lender comp statements to funded loans by hand to a reconciliation that is ready for review.
Brokerage finance teams get back the hours lost to comp matching, payout packs, and month-end vendor invoices.
AI Employees for Mortgage Brokers Finance 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
A brokerage gets paid after a loan funds, by a lender, on that lender's schedule, and pays its loan officers on its own. Between the two sits a spreadsheet someone keeps by hand.
Actionist agents do the matching, drafting, and chasing around that spreadsheet. The principal still decides who is paid, what is spent, and what goes to the accountant.
- Every funded loan matched to its compLender statements are checked against funded loans, so missing or short-paid comp is named, not found at year end.
- Payout packs ready before pay daySplits, tiers, and draws are calculated into a draft pack per loan officer for the principal to review and approve.
- Vendor fees tied to the right fileAppraisal, credit, flood, and courier invoices are matched to the file and the fee the borrower was charged.
- Lead spend measured per funded loanLead vendor invoices are set against leads delivered and loans funded, so you see what each source really costs.
- A month-end that closes on scheduleBank lines are categorised and a reconciliation pack is drafted for review, so the close stops being a scramble.
- Built around your brokerage booksThese are examples. Build a custom agent for any finance job your brokerage repeats every funding cycle.
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 Finance team's day.
Where the hours go
Compensation statements arrive from a dozen lenders in a dozen formats, and someone ticks them off against funded loans by hand every week.
An agent reads each statement, matches it to the funding list, and names the loans that are missing or short-paid, leaving the principal to decide which to chase.
Payout packs get built the night before pay day, from a spreadsheet of splits that only one person fully understands.
An agent calculates each officer's pack from the funded loans and split terms and drafts the statements, so the principal reviews the numbers instead of building them.
Vendor invoices for appraisals, credit reports, and couriers land in a shared inbox, and nobody notices the fee on the borrower's Closing Disclosure does not match.
An agent matches each invoice to its file and flags any difference from what the borrower was charged, for a person to resolve.
Lead spend is judged on leads delivered, not loans funded, so the expensive sources hide behind a good-looking lead count.
An agent sets each lead vendor invoice against applications and fundings and shows cost per funded loan by source, for the principal to act on.
Actionist Will Automate
What one automation looks like
A week with your Mortgage Brokers Finance agents
Some of the apps for your Mortgage Brokers Finance team
Some of the apps your brokerage finance 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.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Finance240 min / weekMatching lender statements to funded loans by hand
Each statement is opened, read line by line, and ticked against a list of funded loans, so missing comp is found weeks later or at year end.
Finance Agent0 minAgent matches the lines and names the gapsAn agent reads each statement, matches it to funded loans, and lists missing and short-paid comp with loan references for the principal.
- Finance180 min / weekBuilding loan officer payout packs
The night before pay day someone applies splits and tiers loan by loan, then repeats it for each officer in a spreadsheet only they understand.
Finance Agent0 minAgent drafts every pack from the termsAn agent calculates each pack from funded loans and split terms, and the principal reviews and approves the amounts.
- Finance120 min / weekTying vendor invoices to files and fees
Invoices pile up in the shared inbox and the fee on the Closing Disclosure is only checked when something looks wrong.
Finance Agent0 minAgent matches invoices to files and feesThe agent reads each invoice, finds the file, and flags any gap against the fee the borrower was charged.
- Finance90 min / weekJudging lead sources by leads, not funded loans
Lead vendor invoices are paid, the lead count looks fine, and nobody works out what each source costs per funded loan.
Finance Agent0 minAgent shows cost per funded loan by sourceThe agent sets each invoice against applications and fundings, and the principal sees which sources earn their spend.
- Finance210 min / weekClosing the month and prepping tax figures
Reconciliations, accruals, and the tax pack are rebuilt from scratch each period, usually in the last two days.
Finance Agent0 minAgent assembles the month-end and tax packsThe agent gathers reconciliations and year-to-date figures with sources linked, and the accountant decides the tax position.
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: ~8 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 working in your books and your officers' pay only earns trust if a person stays in charge. Actionist is built so you approve anything that posts or pays, see everything it touched, and keep every pay, spend, and tax decision with the right person.
Payout packs are drafts. The principal reviews and approves the amounts, and the agent never releases a payment or moves money from any account.
Coded vendor bills and bank categorisations are drafted and held for a person to approve before they post, so nothing reaches the books unreviewed.
The agent assembles the figures. The accountant decides the tax position, and the compliance officer decides any question about referral partner payments.
Each number in a pack links to the statement, invoice, or file it came from, and every action is logged, so you can show how a total was reached.
More Mortgage Brokers teams
Frequently asked questions
Does my brokerage finance team need to be technical to use Actionist?
How do I get started with AI agents for brokerage finance?
How do I make customised AI agents for how our brokerage actually pays and tracks comp?
How quickly can I set a finance agent up?
Where does our financial data live, and is it used to train AI models?
Our lender portals and LOS have no API. Can the agent still get comp statements?
Will the agent pay my loan officers or move money?
What if the agent calculates a split or comp amount wrongly?
Can the agent give tax advice or judge a referral partner payment?
See an agent match a lender statement to funded loans
Book a free demo and watch an Actionist agent read a comp statement, match it to funded loans, and list what is missing, end to end.