Mortgage & Lending · Ops app · Beta

Intake & automation platform

Pre-qual, document collection, and pipeline automation in one web app.

Build editable multilingual intake forms, run native automations (readiness scoring, deal intake, document checklists), and connect Brevo plus Google Drive with one-click OAuth — no n8n or manual API keys for your team.

Home buyer readiness (EN / ES)
Pre-qual → dynamic document checklist + Drive folder
Deal / quote intake with advisor notifications

Open Intake workspace

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