Loan status updates
About 5 hours a week of status calls gone, because everyone on the deal hears about each milestone the day it happens.
Hours back
5
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Milestones tracked per file
Application lodged, valuation ordered, valuation back, conditional approval, unconditional approval, settlement booked.
- 02
A short update at each step
The borrower and the agents get a plain note saying what just happened and what comes next. Agents only see what you've agreed they can see.
- 03
Texts for borrowers who prefer them
The same update by SMS, with replies routed back to your team.
- 04
Questions sent to the right person
A reply that asks about rates, approval or costs goes straight to the broker instead of getting an automatic answer.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Updates about a problem, such as a low valuation or a file on hold, are written by the broker. Only routine progress updates send on their own.
What it's worth
What those hours add up to.
5 hours a week, over 46 working weeks, is 230 hours a year. At $50 an hour, that’s
$11,500
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Processors field calls and texts from borrowers and agents asking where the file is. Each answer means opening the file, checking the latest note, and replying by hand.
What we build
- Milestones tracked per file
- A short update at each step
- Texts for borrowers who prefer them
- Questions sent to the right person
A month in
About 5 hours a week of status calls and emails goes. The agents you work with always know where the file is, which is how the referrals keep coming.
FAQ
What stops an estate agent seeing private borrower details?
Estate agents only ever see the milestone and the settlement date. Agent updates use a separate, shorter template, and nothing financial about the borrower goes to them.
Can we pause updates on a tricky file?
Yes. Any loan file can be switched from automatic status updates to manual in one step.
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Thirty minutes on loan status updates. We build its elf with you, live, and you keep it.