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AI automation for every industry / Mortgage brokers & loan officers

Prime Lending.
The AI does the office work.

A working AI demonstration for mortgage brokers & loan officers: pre-qualification, loan pipeline, documents, rate locks, lenders and closings. The AI reads every message, gives its opinion on how to proceed, and a person decides. We build the same AI into the software you already use.

See the AI save work

Watch the AI
do the job.

Real examples from the working program: what comes in, what the AI does by itself, and what a person still decides. Time savings are typical estimates for illustration, not measured customer results.

AI DEMONSTRATION 1

"How much house can we afford?"

Comes inA new borrower e-mails their income, debts, savings and credit score.
✦ The AI doesWorks out debt-to-income, the price range and the payment for each loan program, recommends one and drafts the reply.
A personA licensed loan officer reviews the numbers and sends it. The AI never makes a credit decision.
Without AIRunning the numbers by hand before calling the borrower back.
With AIThree options and a recommendation ready for the loan officer.
Saves about 25 minutes per inquiry
A closing date moves past the rate lock - actual screen
AI DEMONSTRATION 2

A closing date moves past the rate lock

Comes inA borrower texts: the seller wants to move the closing to the 24th.
✦ The AI doesFinds the loan, sees the lock ends first, prices extending, relocking or keeping the date, and recommends one.
A personThe loan officer chooses and confirms with the borrower.
Without AIFinding the file, checking the lock, calling the lender for the extension cost.
With AIThe options and their costs in front of the loan officer.
Saves about 15 minutes - and the rate
Documents and lender conditions - actual screen
AI DEMONSTRATION 3

Documents and lender conditions

Comes inA borrower e-mails documents; the lender e-mails underwriting conditions.
✦ The AI doesChecks each document off, adds the conditions to the file, and asks the borrower for what is still missing.
A personThe processor reviews the file.
Without AIMatching attachments to a checklist and writing the request e-mails.
With AIThe checklist is always current; reminders go out by themselves.
Saves about 10 minutes per update
See the AI at work

Real screens.
Real AI at work.

Screenshots of the working program with fictional demonstration data. Click any screen to enlarge it.

The AI reports in when you sign in - actual screen
01 / ACTUAL SCREEN

The AI reports in when you sign in

What the AI did by itself, the drafts waiting for your OK, and the AI's plan for the day.

Your day, ranked by the AI - actual screen
02 / ACTUAL SCREEN

Your day, ranked by the AI

Urgent loan problems and rate locks first, then appointments and approvals. Ask the AI Assistant anything.

The AI reads e-mail and texts - actual screen
03 / ACTUAL SCREEN

The AI reads e-mail and texts

Borrower inquiries, documents, lender conditions and closing-date changes - each with the AI's strategy and its opinion on how to proceed.

Pre-qualification - actual screen
04 / ACTUAL SCREEN

Pre-qualification

Debt-to-income, price range and payment for each loan program, worked out by the AI and reviewed by a licensed loan officer.

Loan pipeline - actual screen
05 / ACTUAL SCREEN

Loan pipeline

Every loan from pre-approval to funding, with the AI's next step.

Rate locks - actual screen
06 / ACTUAL SCREEN

Rate locks

Every lock against its closing date; the AI prices the options before it runs out.

Loan problems with options - actual screen
07 / ACTUAL SCREEN

Loan problems with options

A job change before closing comes with options and a recommendation.

AI Autopilot - actual screen
08 / ACTUAL SCREEN

AI Autopilot

Document reminders, rate-lock watch and QuickBooks - done by itself.

Screens show fictional demonstration records. In the demonstration the AI gives built-in sample answers so it runs without an internet connection; names, phone numbers, e-mails and addresses are removed before anything is sent to an AI service.

What the AI does by itself

Less office work.
More time with clients.

Reads e-mail and texts

Every message to the office and the owner's phone, with a written strategy.

Gives its opinion

Options and a recommendation whenever a decision is needed.

Plans your day

Ranks what needs you - urgent problems first.

Books appointments

Showings, meetings and closings go straight onto the calendar.

Follows up by itself

Reminders and follow-ups go out on time, every time.

Updates QuickBooks

Every commission and payment, exported automatically.

AI in action

Eight demonstrations. One approach.

PrimusCare MD screen
Medical practices

PrimusCare MD

Appointments, charts, notes, orders, billing and records exchange for physician practices.

See the AI at work →
PrimusCare FAC screen
Hospitals & facilities

PrimusCare FAC

Emergency, beds, nursing, lab, radiology, pharmacy, therapy and billing for hospitals.

See the AI at work →
Prime Construction screen
General contractors

Prime Construction

Bids, projects, change orders, subcontractors, draws and punch lists.

See the AI at work →
Prime Plumbing screen
Plumbing contractors

Prime Plumbing

Service calls, repipes, water heaters, backflow tests and service plans.

See the AI at work →
Prime Electrical screen
Electrical contractors

Prime Electrical

Service upgrades, EV chargers, generators, panels and load calculations.

See the AI at work →
Prime HVAC screen
Heating & air-conditioning contractors

Prime HVAC

Equipment by serial, refrigerant logs, maintenance agreements and installs.

See the AI at work →
Prime Real Estate screen
Real estate brokerages & agents

Prime Real Estate

Buyers, sellers, listings, offers, showings and contract-to-close deadlines.

See the AI at work →
Prime Lending screen
Mortgage brokers & loan officers

Prime Lending

Pre-qualification, loan pipeline, documents, rate locks, lenders and closings.

You are here
AI automation for every industry

We build AI automation
for every industry.

The same approach - the AI does the routine work, your people approve what matters - works in any business with paperwork, follow-ups and approvals. Tell us how your business runs and we will show you where AI can take over. We work inside the software you already use: we customize it and add AI automation to it.

Medical practicesHospitalsReal estateReal estate developmentMortgage brokersConstruction & tradesFood manufacturingFood managementRestaurantsProfessional servicesYour industry
Book a 30-minute AI consultation ↗

See where AI can take over your office work.

In a 30-minute consultation we look at how your business runs and show you which e-mails, texts, quotes, schedules and follow-ups the AI can handle - in your industry, with your software.

Book a 30-minute AI consultation ↗

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