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    CollabAI

    Mortgage Control Tower — try the live mortgage operations demo right now.

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    For Mortgage Operations Teams
    Mortgage Control Towerby CollabAI

    AI Agents That Live Behind Your Firewall.

    Real-time pipeline visibility, risk detection, and smart prioritization — deployed inside your VPC, powered by your own OpenAI, Anthropic, or Bedrock API keys. No replacing Encompass, LendingPad, or your CRM.

    48+ mortgage ops agentsPart of 100+ on Control Tower
    Book a DemoTry the Live Demo
    Behind your firewallBring your own API keySOC 2-aligned controlsSelf-hosted option
    Mortgage pipeline visualized as a blueprint with milestone checkpoints, rate-lock dials, and approval stamps

    For VPs of Operations & Branch Managers

    Catch at-risk loans before borrowers complain. Stop tracking rate locks in spreadsheets. Run your pipeline by foresight, not firefighting.

    Behind your firewall

    Self-host or run inside your own VPC.

    Bring your own keys

    OpenAI · Anthropic · Azure OpenAI · Bedrock.

    Zero data egress

    Borrower data never leaves your perimeter.

    Audit log on every action

    Every agent step is recorded and queryable.

    Book demoTry live demo
    Where loans leak

    The journey from app to at-risk loan.

    1. 01

      Logging into 3+ systems daily

      Encompass, the CRM, the spreadsheet, the email. The data is everywhere except where you need it.

    2. 02

      Discovering problems after borrowers complain

      By the time a loan is 'at risk,' it's already past due. You react instead of preventing.

    3. 03

      Spreadsheet-tracked rate locks

      One missed expiration costs more than a year of software. And it happens every month.

    The numbers

    What changes in the first month on the pipeline.

    23%
    Faster close times
    67%
    Fewer at-risk loans
    4 hrs
    Saved per manager / week
    $2.4M
    Saved in lock extensions
    Two products. One platform.

    Mortgage Control Tower runs the pipeline. CollabAI Platform powers it.

    Primary product

    Mortgage Control Tower

    Mortgage Control Tower — pipeline prioritization, file risk, and compliance monitoring, deployed inside your perimeter on top of your existing LOS.

    • Risk-sorted pipeline view across every open loan
    • Rate-lock alerts at 7 / 3 / 1 day thresholds
    • Underwriting pre-checks before submission
    • Audit log on every agent action
    Open the live demo
    Engine

    CollabAI Platform

    The platform underneath: agent orchestration, semantic search across every borrower file, audit logs on every action.

    • 24/7 agent runtime on every loan file
    • Semantic search across borrower docs + history
    • Self-host or managed
    • Built on Supabase
    Explore the platform
    The agent stack

    Specialists for every step of the loan lifecycle.

    All 15 agents
    PP
    Pipeline Management

    Pipeline Prioritization Agent

    Ranks open loans by urgency and surfaces stalled deals before they fall through.

    FR
    Pipeline Management

    File Risk Agent

    Scores every file against milestone SLAs and flags slippage with root cause.

    RA
    Pipeline Management

    Rate Alert Intelligence Agent

    Watches rate-lock expirations and triggers 7/3/1-day alerts across the pipeline.

    UP
    Compliance & Underwriting

    Underwriter Precheck Agent

    Reviews files against approval criteria before submission to underwriting.

    CS
    Compliance & Underwriting

    Compliance Screening Agent

    Flags HMDA and state-level regulatory issues in real time — no manual audits.

    DG
    Compliance & Underwriting

    Document Generation Agent

    Generates lender-formatted disclosures, condition letters, and approval packets.

    The rollout

    Two-week rollout on top of your LOS.

    A two-week rollout that adds AI agents on top of Encompass, LendingPad, or your existing LOS — no rip-and-replace, OAuth-based integration, live in under 14 days.

    1. 01
      Days 1-3

      LOS connection

      • OAuth into Encompass / LendingPad / ICE
      • Pull last 12 months of pipeline history
      • Map milestones, statuses, and roles
    2. 02
      Days 4-7

      Risk model calibration

      • File Risk Agent trained on your historical at-risk patterns
      • Lock expiry alert thresholds tuned to your products
      • Compliance Monitor configured to your state rules + HMDA profile
    3. 03
      Days 8-11

      Pilot with 1 branch

      • Live with 5-10 LOs
      • Manager Insight dashboard for branch lead
      • Daily Action Item agent firing every 7am
    4. 04
      Days 12-14

      Roll out

      • All branches enabled
      • Weekly metric review with VP of Ops
      • 30/60/90-day outcomes scorecard
    23%
    Faster close times
    67%
    Fewer at-risk loans
    4 hrs
    Saved per manager / wk
    $2.4M
    Lock-extension savings
    Works with your stack

    No rip-and-replace.

    EncompassLendingPadICE Mortgage TechSalesforceDocuSignFannie MaeFreddie MacJungoOutlookGmailZoom
    Live demo · no signup

    Click in. Real pipeline. Real agents.

    Live Mortgage Control Tower — risk-sorted pipeline, lock alerts, broker workflows.

    Try the Live Demo
    Your data. Your control.
    SOC 2-aligned controlsHMDA monitoringEncryption at rest & in transitSelf-hosted option

    Frequently asked questions

    CollabAI Agents Marketplace

    More mortgage ops agents in the Marketplace

    Browse the full catalog of agents from across our platform — install, remix, or submit your own.

    Deal Coach

    Featured

    Real-time coaching and insights to help you win more deals

    salesFreeView

    EOS Coach

    Featured

    Guides your team through EOS principles, rocks, and quarterly planning

    eosFreeView

    Meeting Summarizer

    Featured

    Automatically generates concise summaries of your meeting transcripts

    meetingsFreeView

    Onboarding Quality Auditor

    Featured

    Audits completed onboarding journeys to ensure process compliance and find what needs to be fixed.

    FreeView

    Onboarding Velocity AI

    Featured

    Tracks every onboarding journey to surface at-risk hires, bottlenecks, and process gaps in real time.

    FreeView

    Project Analyst

    Featured

    Provides real-time project health analysis and delivery forecasts

    projectsFreeView
    Browse all agents on the Marketplace
    The engine underneath

    Same engine. Tuned for LOS workflows and compliance.

    Every vertical surface above runs on the CollabAI Platform — a private agent runtime and a knowledge layer, deployed inside your tenant.

    Agent Runtime

    100+ agents · orchestration · audit log

    Knowledge + RAG

    Meetings · docs · CRM · semantic recall

    Private by design

    Self-hosted by default · your tenant, your keys

    See the CollabAI Platform

    See your pipeline run on AI. Right now.

    One click. Live mortgage demo. No signup required.

    Book a DemoTalk to sales

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