Request a Recon →
Professional Services

Automation for mortgage and lending.

A loan file is a document-chasing exercise with a deadline attached. A Convoy CIS runs the collection, the conditions and the status updates so the loan officer sells instead of chases.

Request a Recon → See the dashboard
01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a mortgage & lending operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Borrower documents chased by phone and email for weeks
  • Conditions tracked in the LOS but communicated inconsistently
  • Borrowers going quiet during underwriting and re-shopping the rate
  • Referral partners left without updates on their clients
  • Pipeline status assembled manually for every meeting
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Document collection

Every required document requested, tracked and chased until received.

02

Conditions tracking

Underwriting conditions surfaced with the owner and due date named.

03

Borrower updates

Milestone updates sent automatically so silence never becomes doubt.

04

Partner updates

Referral partners kept informed on their clients without manual effort.

03 / The dashboard

This is how your board could look.

A command view built for Mortgage & Lending. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Mortgage & Lending
As of --:--:-- Illustrative
Panels
Docs pending 47 across 14 files +12
Conditions 23 open -4
Clear to close 5 this week +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:47 DOCS 47 documents outstanding. Reminders sent on 19 past due.
06:43 CONDITIONS 23 conditions open. 4 aged past 5 days, escalated.
06:39 UPDATES 14 borrowers sent a milestone update this morning.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Encompass Salesforce DocuSign Microsoft 365 Twilio

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

Rather just email us? Click here

Request a Recon

We use this only to prepare your recon. We do not sell or share it.