Stop Re-Entering Borrower Details.
A borrower spells an email wrong, you re-enter it in CRM, you chase documents later, and the deal slows while everyone waits on corrections.
Voice for trust. Written precision for applications.
Real scenario
A borrower gives their email over the phone. You repeat it back, but they mistype it when completing forms. The application stalls, documents are chased manually, and you re-enter the corrected email in CRM before work can continue.
That’s not a sales problem. That’s a capture problem.
How it works during a borrower call
- Send them a 6-digit code
- Borrower opens browser instantly
- They type email, phone, spelling of name
- You both see it live and confirmed
No app. No login. No portal setup.
Compliance while the call is live
Mortgage brokers often need to provide a credit guide, confirm disclosures, and confirm identity details before progressing an application.
Confirmed while still live on call.
Solo Broker Plan — $57.60/year
- Unlimited borrower sessions
- Real-time shared detail capture
- Email + phone precision
- Disclosure acknowledgement logging
- Optional live translation
If it prevents one stalled application, it pays for itself.
You don’t need enterprise loan software. You need accuracy while the borrower is still on the phone.