For mortgage brokers & loan officers
Close faster. Stop chasing the same emails.
Pre-approval status updates, document collection, lender follow-ups — every borrower gets a reply in minutes, not days. Close more loans without adding headcount.
No slides. No contract until you've seen it work.
We get it. Mortgage email is high-volume by nature.
Borrowers asking 'where's my pre-approval?' twelve times
'Any update?' 'What's the status?' 'Did the lender respond?' Each one is a 2-minute email you send manually. Multiply by 20 active files and it's half your week.
Document checklists — sent by hand for every file
Pay stubs, tax returns, bank statements. You know the list. You send it again every time. Then you follow up when they only send three of the five. Then you chase the rest.
Lender status chases that fall through the cracks
You submitted the file Thursday. It's Tuesday and you haven't heard back. You write a follow-up and hope it lands in the right inbox. Sometimes it doesn't.
What happens when we install it.
- 01
Week 1: We map your pipeline with you.
Two hours, in person. We learn your files, your borrower communication style, your lender relationships. No forms.
- 02
Week 2: We install your automation.
Status updates, document requests, lender follow-ups — all drafted by AI, approved by you before they send.
- 03
Week 3+: It runs. You focus on closings.
Most mortgage clients add automated doc-checklist follow-ups and rate-update alerts within 90 days. You never pay for a feature before it's working.
What “working” looks like.
< 2 min
average borrower status update — sent automatically, 24/7
2 weeks
from first meeting to live automation. Your email stays the same.
$300–$1,500/mo
month-to-month. No contract until you've seen it work.
Case study — Summer 2026
“Our first mortgage broker case study launches this summer. Be the firm it's written about — book a demo and we'll set you up at 50% off setup.”
Mortgage broker · Atlanta, GA · pilot client · results Q3 2026
We serve Georgia SMBs — in person.
We're based in Atlanta. We drive to your office. We sit with your team. No Zoom-only installs.
Not looking for email automation?
W&S also automates voice & phone, billing, scheduling, lead generation, and more. Tell us what you need and we'll build it.
Start here →See it working on your pipeline.
15 minutes. We show you a live demo using email patterns from a real mortgage pipeline. No slides.
$300–$1,500/mo · month-to-month · cancel anytime