Launch AI-first workflows for mortgage processing in minutes. Automate document collection, approval routing, and borrower updates to close loans faster with fewer errors.
Built for Mortgage Brokers, Lenders, and Financial Institutions
Kick off flows from new loan applications, CRM updates, or uploaded documents
AI steps classify documents, extract data, and flag missing or outdated forms
Route applications to underwriting, compliance, and funding automatically
430+ connectors for CRMs, e-sign, accounting, compliance, and document systems
Credentials stay encrypted.
Sensitive details never appear in logs due to data masking.
Run in our secure cloud or self-host for complete control.
Close Loans Faster With Real-Time Tracking and Automation
Mortgage workflows often stall due to manual checks and missing information. Automation moves each file seamlessly through approvals, updates borrowers in real time, and ensures compliance at every step.
AI-driven document parsing and workflow routing
SOC 2 Type II cloud or self-hosted deployment
Trusted by 100,000+ users worldwide
Disconnected apps slow teams down and create errors.
Activepieces fixes that by giving you 400+ integrations in one platform.
Trigger workflows when new loan applications arrive. Validate borrower info, verify document completeness, and create application records automatically.
Document Processing and Approvals
Use AI to extract income, ID, and collateral data from uploads. Route verified files to underwriting, compliance, or management for review and sign-off.
Borrower Communication and Updates
Send automated status updates when applications move stages. Notify borrowers of missing documents or approvals instantly through email or SMS.
Automate your work without writing code!
Join 100,000+ users from Google, Roblox, ClickUp and more building secure, open source AI automations. Start automating your work in minutes with Activepieces.
