Part of our Operations agents
AI agents for mortgage broker operations teams
Actionist is an AI automation tool whose agents operate the apps your mortgage brokerage operations team already uses, from tracking lock dates in a sheet by hand to agents that flag the file before it lapses.
Processors get back the hours lost to condition chasing, lock watching, and rebuilding the same case pack twice.
AI Employees for Mortgage Brokers Operations 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
- Case packs leave the building completeEach file is checked against the lender's checklist and document dates before underwriting sees it, not after a bounce.
- Conditions get owners the day they landA conditions letter is split into prior-to-docs and prior-to-funding items, each with a named owner and a chase date.
- Vendors chased before the date slipsAppraisal, title, flood and insurance orders are watched against their promised dates so a quiet vendor is chased early.
- No rate lock lapses unnoticedLock expiry and TRID waiting periods are tracked per file, so extension decisions come with days to spare.
- Stalled files surface on their ownFiles that sit in one stage too long are flagged with the single item blocking them, ahead of the Monday huddle.
- Built around your processing deskThese are examples of what an agent can do for your desk. Build a custom agent for any job your processors 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 Operations team's day.
Where the hours go
A case pack goes to underwriting with a stale pay stub or a missing page, the file bounces, and the same bundle is rebuilt the next morning while the borrower asks why it is taking so long.
An agent checks every pack against the lender's checklist and the date limits on each document before submission, and lists the gaps for the processor to close first.
A conditions letter arrives on a Thursday and by Monday nobody can say which items are prior-to-docs, which are prior-to-funding, and who has been asked for what.
An agent splits each letter into owned items with chase dates, drafts the borrower and third-party requests for approval, and checks every reply against the wording of the condition.
Appraisal, title and insurance orders go quiet, and a vendor that was due on the 12th is only noticed on the 16th when the closing date is already at risk.
An agent watches every open order against its promised date, logs the exceptions, and drafts the chase for the processor before the delay reaches the closing calendar.
Lock expiry dates and TRID waiting periods live in someone's head and a spreadsheet, so an extension decision is made in a panic with a day left, or a closing slips past the CD window.
An agent keeps a dated table per file, flags locks and waiting periods that collide with the closing date, and prepares the extension request for the loan officer to decide.
Actionist Will Automate
What one automation looks like
A week with your Mortgage Brokers Operations agents
Some of the apps for your Mortgage Brokers Operations team
Some of the processing 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.
When a conditions letter lands in the processing inbox or a lender portal notice appears, the agent picks it up within about a minute, separates prior-to-docs, prior-to-funding and suspense items, and assigns each to a borrower, employer, title or the loan officer. Draft chases wait for the processor.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Operations240 min / weekChecking the case pack before submission
A processor opens each document, checks dates against the lender's age limits and ticks the checklist by hand, then finds the missing page after the file bounces.
Operations Agent0 minAgent checks the pack and lists the gapsAn agent compares every folder with the lender's checklist and the document dates, and posts a short fix list the processor works through before the pack goes out.
- Operations270 min / weekSplitting and chasing underwriting conditions
Someone reads the conditions letter, retypes the items into a tracker, and writes separate requests to the borrower, employer and title one at a time.
Operations Agent0 minAgent splits the letter and drafts the chasesAn agent turns the letter into owned items with chase dates and drafts each request, which the processor approves in one pass.
- Operations180 min / weekChasing appraisal, title and insurance
A processor scrolls the tracker for orders that are late, then emails each vendor, usually after the closing date has already come into question.
Operations Agent0 minAgent watches the dates and drafts the chaseAn agent checks every open order against its promised date, logs the late ones, and drafts the chase for approval before the delay reaches the closing.
- Operations150 min / weekTracking lock expiry and TRID dates
Lock dates sit in a spreadsheet and the waiting periods in someone's head, so the extension question arrives with a day left.
Operations Agent0 minAgent keeps one dated table per fileAn agent recalculates dates for every file, flags locks and waiting periods that collide with the closing date, and prepares the extension request for the loan officer.
- Operations120 min / weekReconciling the tracker and the LOS
At the end of the week someone compares the LOS stages with the team sheet row by row to find which one went stale.
Operations Agent0 minAgent reconciles nightly and lists the mismatchesAn agent compares both each evening, lists every file where they disagree, and posts the stalled ones to the processing channel.
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: ~9 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 processing agent reads borrower financial documents and talks to lenders and vendors, so it only earns its place if your processors stay in control. You see everything it touched, approve anything that leaves, and keep every credit and approval decision with the people licensed to make it.
A chase to a borrower, a request to title or a note to a lender is drafted and queued for a processor. Nothing goes out unseen unless you widen that autonomy yourself through Approval Modes.
The agent prepares packs and tracks conditions. An underwriter decides on the loan, and a loan officer decides on lock extensions and exceptions. It never pulls credit or advises on eligibility.
Every document it read, condition it logged and draft it prepared is recorded with a time, so a processor or compliance reviewer can see what changed on a file and when.
Pay stubs, statements and IDs are encrypted and never used to train any model. If documents must stay on your own infrastructure, you can self-host Actionist on a VPS.
More Mortgage Brokers teams
More use cases for Mortgage Brokers Operations teams
Frequently asked questions
Does my mortgage processing team need to be technical to use Actionist?
How do I get started with an operations agent for our brokerage?
How do I make customised AI agents for how our processors actually work?
How quickly can we set up a processing agent?
Where does borrower data live, and is it used to train AI models?
How does an agent work inside lender portals and our LOS without an API?
Will the agent decide anything about a borrower's credit or loan approval?
Will it message borrowers, title or lenders without a processor seeing it first?
Can it keep up when rates drop and files pile up?
See an agent clear a conditions list and flag the lock about to lapse
Book a free demo and watch an Actionist agent check a case pack, split a conditions letter, and flag a rate lock for the loan officer, end to end.