PrimeRate Mortgage
A loan origination system that scaled a mortgage brokerage without scaling loan officers.
A mortgage brokerage where loan origination was manual and document-heavy. Borrowers submitted documents through email, underwriting was slow, and no system tracked pipeline health. The brokerage couldn't scale beyond its loan officers' capacity.
Built a loan origination platform with AI-powered document extraction, automated underwriting workflows, borrower portals, and pipeline analytics that scaled origination 3x.
Loan processing time dropped 50%, borrower satisfaction hit 4.7/5, and the brokerage scaled 3x — all without adding loan officers.
We built a loan origination platform with AI-powered document extraction that pulled data from W-2s, tax returns, bank statements, and pay stubs automatically — pre-filling loan applications. Automated underwriting workflows tracked every loan through processing, underwriting, and closing with deadline alerts. A borrower portal offered document upload, application status, and secure messaging. Pipeline analytics showed loan health, bottlenecks, and processor efficiency.
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