DealFlow is an autonomous agent that qualifies leads, monitors conditions, chases documents, and closes loans — 24/7, without human intervention until signing day.
Inbound inquiry hits your inbox. DealFlow immediately pulls credit, income, and property data. Borrower gets a decision in under 3 minutes — not 3 days.
Conditions are tracked in real time. When an appraisal or title search stalls, DealFlow notices before your loan officer does and takes action.
All docs assembled, conditions cleared, rate locked. DealFlow coordinates with title and escrow. The only human step left is the signing.
Instantly scores inbound inquiries across FICO, DTI, LTV, property type, and loan amount. Approved borrowers get auto-pre-qualified. Denied ones get a decline letter with reason codes.
Tracks every required document per investor guidelines. Sends automated reminders, follows up after 24 hours of silence, escalates to supervisor if 72 hours pass with no response.
Maps every loan condition to investor guidelines. Flags violations before they become audit findings. Monitors rate lock expiration and triggers extension workflow automatically.
Generates a structured pre-underwriting memo from all available data points. Underwriter reviews the summary, not 47 pages of raw data. Decisions in hours, not days.
Bi-directional sync with industry LOS platforms. All notes, status changes, and tasks flow between DealFlow and your existing system of record automatically.
Real-time pipeline view across every stage. See which deals are stalling, which conditions are open, and which loans are about to fall out — before it happens.
Loan officers became loan officers to help people buy homes. They didn't become loan officers to send emails at 9pm chasing bank statements.
Every day, small lenders — independent mortgage brokers, regional credit unions, community banks — lose deals because their loan officers are buried in spreadsheets, chasing documents, and manually updating CRMs. The big banks have entire ops teams for this. Everyone else is making do with duct tape and good intentions.
DealFlow gives small lenders the same automation firepower as the big banks. One agent, running 24/7, handling everything except the handshake.
That's the future of small-lender lending. DealFlow makes it real.