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CollabAI
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.

15+ 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.

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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
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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.

  • enCompass
  • LendingPad
  • Salesforce
  • DocuSign
  • Freddie Mac
  • Microsoft Outlook
  • Zoom
  • Fannie Mae
  • Jungo
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.

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