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Loan application intake bot
Borrower-facing intake that captures application data, qualifying answers, and consent forms. Pre-fills the LOS so the LO opens a complete file.
Four patterns we hear from mortgage brokers and loan officers on every diagnostic call. None of them get fixed by hiring. All of them get fixed by writing the implicit rules down and letting AI carry the rote work.
Borrower-facing intake that captures application data, qualifying answers, and consent forms. Pre-fills the LOS so the LO opens a complete file.
Per-loan checklist with smart reminders, document validation, and a borrower portal showing exactly what is missing. Cycle drops by 60%.
Auto-updated status with proactive notifications at lock, conditional approval, clear-to-close. The borrower stops calling because the answer is already there.
Daily monitoring of your past book against current rates. Refi candidates surface with drafted outreach the same day rates move.
Personalized refi messaging when rates clear a savings threshold. Client gets a one-tap "tell me more" link.
Per-realtor performance reporting, drafted check-ins, and joint-marketing prompts. Top referral partners stay top.
Pre-approved templates with TRID, RESPA, and fair-lending guardrails. Every outbound is on-rule.
| # | Manual today | With Scooper |
|---|---|---|
| /01 | Document chase from borrowers is constant | Loan application intake bot |
| /02 | Status update calls are nonstop | Document collection agent |
| /03 | Refi opportunities slip after rates change | Borrower status portal |
| /04 | Long sale cycles need real nurture | Rate alert + refi opportunity detector |
We do not migrate you off your software. We build a layer on top.
“Doc chase cycle cut 60%. Refi opportunities surfaced automatically. Realtor partners get the data that keeps them sending you deals.”
15-min discovery → two-week paid diagnostic. Operator interviews, workflow shadowing, and three nasty real examples worked end-to-end. By day ten you have a scope, a price, and a signed-off KPI.
Senior operators in your repo and your Slack. Code, prompts, and evals shipped in 3–6 weeks. KPI signed off in writing before we start. Miss the number, the next sprint is on us.
Two rounds of post-launch tuning. Then your team owns it. We hand over the code, the eval harness, the runbook, and the SOPs. No retainer required. No vendor lock-in.
Anonymized · numbers from the books
An 11-LO mortgage shop closing $290M annually was capping out on processor capacity. Diagnostic showed 38% of processor time on doc chase and status calls. We shipped the doc-chase agent first; refi alerts followed. Same processors, +22% loan volume, and recapture on the existing book climbed from 11% to 27%.
We will tell you in 15 minutes whether AI fits your bottleneck. If it does, we will scope a two-week paid diagnostic. If it does not, we will tell you that too.