AI for Mortgage Brokers
Stop Chasing Conditions. Start Closing Loans.
Sentia+ is the AI-powered personal operator built specifically for mortgage brokers. Sentia+ replaces your CRM, your follow-up spreadsheets, and your referral tracking. It knows your borrowers, your pipeline, your referral partners, and your rate environment — and tells you exactly who to call and what to do every morning. At $75 per month, Sentia+ replaces mortgage crm, spreadsheets, task managers, and more — giving mortgage brokers a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces Mortgage CRM (Surefire, BNTouch, Jungo). It replaces Spreadsheets (Excel, Google Sheets). It replaces Task Managers (Asana, Monday, Todoist). It replaces Follow-up Tools (manual reminders, Boomerang). It replaces Meeting Notes (Otter, Fireflies, handwritten). It replaces Referral Tracking (spreadsheets, memory).
Mortgage brokers are drowning in conditions, compliance, and follow-ups.
Between collecting borrower documents, chasing underwriting conditions, managing rate locks, keeping referral partners warm, and juggling 30 loans in various stages — you're spending more time on pipeline management than actually advising borrowers.
Key Challenges for Mortgage Brokers
- Your LOS is a Time Sink: Encompass, Calyx, or Byte — your loan origination system demands constant updates but gives you almost nothing back. It was built for compliance, not for helping you close more loans.
- Conditions Chase is Relentless: Underwriting needs two more bank statements, the updated pay stub, and a letter of explanation. You're the middleman between the borrower and the processor — for every single loan.
- Referral Partners Go Cold: Your top realtor sent you three deals last quarter. You meant to take them to lunch and send market updates. But 25 active loans needed your attention and the relationship stalled.
- Rate Lock Timing is Stressful: Rates dropped Tuesday. You have 12 borrowers in pre-approval who should know. But you're buried in a closing file and the window passes before you can reach everyone.
- Pre-Approval Follow-Ups Die: You pre-approved a borrower six weeks ago. They're still house hunting. Are they working with another broker now? You haven't checked in because your active pipeline consumed all your time.
- No Clear View of Your Pipeline: How many loans are in underwriting? What's your projected volume this month? Which closings are at risk? If you need to log into three systems to answer, that's the problem.
One AI. Every loan. Every borrower. Handled.
Sentia+ replaces your CRM, your follow-up spreadsheets, and your referral tracking. It knows your borrowers, your pipeline, your referral partners, and your rate environment — and tells you exactly who to call and what to do every morning.
Sentia+ is the AI-powered personal operator built for mortgage brokers and loan officers. Manage your borrower pipeline, track loan applications through underwriting, automate referral partner follow-ups, and close more loans — without being buried in your LOS.
Sentia+ Features for Mortgage Brokers
- AI Borrower Briefings: Before any borrower call or realtor meeting, ask Sentia to brief you. Get the loan status, outstanding conditions, rate lock details, and communication history — in seconds.
- Loan Pipeline — Application to Close: Kanban board with stages for every loan: Lead, Pre-Approval, Application, Processing, Underwriting, Conditional Approval, Clear to Close, Funded. See every loan at a glance.
- Automated Follow-Up Sequences: Set cadences on every borrower and referral partner — check in after pre-approval, chase conditions, nurture past clients for refinance opportunities. Sentia auto-creates every next step.
- Unified Inbox — Every Channel: Email, phone logs, text messages, and realtor communications — all in one view. See every conversation with every borrower and referral partner, auto-linked to the loan file.
- Referral Partner Management: Track your realtor, financial planner, and builder relationships. See who's sending deals, who needs a touchpoint, and which partnerships are generating the most volume.
- Call Recording & Loan Notes: Record borrower consultations, realtor strategy calls, and processor check-ins. AI transcribes, extracts loan details and conditions, and updates the loan record automatically.
- Rate & Market Research: Research current rate trends, loan program details, or lender guidelines. AI pulls real-time data with citations — perfect for borrower consultations and rate comparison scenarios.
- Daily Pulse Emails: Every morning: loans advancing, conditions overdue, rate locks expiring, and referral partners needing a touchpoint. Start your day knowing exactly which files need attention.
- Volume & Revenue Analytics: Track funded volume, units closed, average loan size, and referral source performance. Set production targets and see your mortgage business performance in visual dashboards.
How Mortgage Brokers Use Sentia+
- Morning: Your Daily Pulse: Check Sentia+ and see loans in underwriting, conditions due today, rate locks expiring this week, and which pre-approved borrowers haven't checked in. No logging into your LOS first.
- Before a borrower consultation: AI briefing: Ask Sentia to brief you on the borrower. Get their financial profile, loan scenario, rate options, and outstanding documents — in 10 seconds.
- After a rate drop: Instant outreach: Rates drop 25 basis points. Ask Sentia which pre-approved borrowers and past clients would benefit. Get a prioritised list with contact details and personalised talking points.
- Referral partner nurturing: Stay top of mind: Sentia tracks which realtors, financial planners, and builders send you deals. Auto-creates touchpoint tasks so you never let a productive relationship go cold.
- End of month: Production review: Dashboard shows funded volume, units in pipeline, pull-through rate, and revenue by referral source. Know exactly where your production stands against target.
Software Sentia+ Replaces for Mortgage Brokers
- Mortgage CRM (Surefire, BNTouch, Jungo)
- Spreadsheets (Excel, Google Sheets)
- Task Managers (Asana, Monday, Todoist)
- Follow-up Tools (manual reminders, Boomerang)
- Meeting Notes (Otter, Fireflies, handwritten)
- Referral Tracking (spreadsheets, memory)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Mortgage Brokers
Is Sentia+ a loan origination system?
No. It's a Personal Operator — it handles your borrower relationships, pipeline tracking, referral management, and communications. Keep using Encompass, Calyx, or your LOS for compliance and origination. Sentia manages everything around the loan process.
Does it replace my mortgage CRM?
For pipeline management, follow-up automation, and referral tracking — yes. You get borrower records, loan pipeline stages, communication history, and referral partner management without the cost and complexity of a dedicated mortgage CRM.
Can I track different loan types?
Absolutely. The pipeline supports custom stages and tags for conventional, FHA, VA, jumbo, commercial, and refinance loans — all in one view with different workflows.
How does the AI research work?
Ask Sentia about rate trends, loan program guidelines, lender overlays, or market conditions. It searches the web in real time and gives you cited, sourced answers for borrower consultations and rate comparisons.
What does it cost?
Pro is $75/month per user. Enterprise is $150/user/month and adds team dashboards, shared loan pipelines, branch management, and priority support. Both include unlimited borrowers, loans, and AI queries.
Does it work on mobile?
Yes. Sentia+ has a fully responsive mobile interface. Check your loan pipeline, respond to borrowers, record call notes, and get AI briefings from your phone between appointments.
Sentia+ Pricing for Mortgage Brokers
Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.
What Mortgage Brokers Say About Sentia+
I funded 20% more loans last year because no borrower falls through the cracks. Sentia tracks every condition, every follow-up, and every referral partner touchpoint automatically.
— Independent Mortgage Broker
When rates moved last month, I asked Sentia which borrowers to call. It gave me a prioritised list with talking points in 10 seconds. I locked 6 loans that day.
— Loan Officer, 12 Years Experience
I was paying for BNTouch, a task manager, and doing referral tracking in a spreadsheet. Sentia replaced all of it at $75/month. My pipeline has never been this organised.
— Mortgage Broker, Solo Shop