AI by industry · Mortgage brokers
A CRM dashboard for mortgage brokers
A mortgage broker dashboard should show every file by stage, what each one is waiting on, which referral partners send you business, and who is due a check-in. The best ones fill themselves in from email and calls so you do not have to type. Westward builds this around your process.
Talk through your brokerage with the person who builds it
A free 30-minute call. You leave knowing which part of your mortgage broker to hand to AI first, what we would build, and roughly how long it takes.
Files by stage and by what they wait on
Not just application, processing and closing, but the thing blocking each: a document, an appraisal, a borrower reply. That is what you act on in the morning.
Sort by what each file is waiting on, so the first thing you see is something you can do.
Where your business comes from
A view of which agents and partners send you loans, and how long since you last spoke, tells you who to call this week.
The people you have already helped
Past borrowers with notes and dates, so a refinance or a referral conversation starts with context instead of a blank page.
Include a place for the small personal notes, such as the new baby or the job change, that make the next call warmer.
Picture this
Examples of what it can look like. Illustrations, not clients.
You open the dashboard at 8 a.m. and see five files waiting on borrowers, one waiting on you, and an agent you have not updated in a week.
A past client calls about refinancing. Their record already shows their loan type, the notes from closing, and who referred them.
A referral partner emails asking about a buyer’s file. The record shows the last update and the next step, so you reply in a minute.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 12 CFR § 1026.36 (loan originator rules): Regulation Z rules for mortgage loan originators.
- CFPB: Regulation X (RESPA): Settlement and referral rules for home loans.
- CFPB: mortgage compliance resources: The Consumer Financial Protection Bureau’s guides for mortgage businesses.
Talk through your brokerage with the person who builds it
A free 30-minute call. You leave knowing which part of your mortgage broker to hand to AI first, what we would build, and roughly how long it takes.
Questions
Do I have to enter everything by hand?
No. It should read your email and calendar and fill in the record, with you correcting what it gets wrong.
Who owns the data?
You do. With Westward the accounts stay yours.
Can the dashboard connect to my loan origination system?
It can be built to read from many systems, depending on what yours allows. We would look at that on the first call.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses