Recommendation letter first drafts
The written recommendation done in 15 minutes instead of an hour. The broker edits a draft built from their own fact find and notes.
Hours back
4
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
Facts pulled from the file
Borrower goals, circumstances, income and loan details come from the fact find and the application.
- 02
Options and reasons collected
The lenders you compared and the broker's notes on why one won, from the comparison sheet and call notes.
- 03
A draft in your template
The letter or report your licence requires, with each reason tied back to the borrower's own goals.
- 04
Gaps marked, not guessed
Any reason without a note behind it is left as a question for the broker.
- 05
Signed once approved
The broker edits and signs, and the borrower gets it to sign online.
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.
The recommendation is the broker's. They read, edit and sign every letter, and the build never chooses a lender or a product.
What it's worth
What those hours add up to.
4 hours a week, over 46 working weeks, is 184 hours a year. At $50 an hour, that’s
$9,200
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Every deal needs a written record of why this lender and this loan suit this borrower. The broker writes it at night from the fact find, the comparison and memory, copying chunks from an old one. It takes an hour, and the reasons on file are often thinner than the advice actually was.
What we build
- Facts pulled from the file
- Options and reasons collected
- A draft in your template
- Gaps marked, not guessed
- Signed once approved
A month in
Recommendation letters go out with the application instead of a week later, the reasons on file match the advice given, and brokers get their evenings back.
FAQ
Does it decide which lender is best?
No, the broker decides. The recommendation letter draft writes up the reasons the broker gave, and if a reason is missing, the draft asks for it.
Will it meet our licence requirements?
It follows the template your compliance lead signs off. Recommendation letter drafts are built from your current document, not a generic one.
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Thirty minutes on recommendation letter first drafts. We build its elf with you, live, and you keep it.