Everything we build

What it does

• Greets the visitor within seconds and discloses it is an AI
• Collects first name, loan purpose, property state, timeline and contact
• Stops if the property is outside the brokerage's licensed states
• Asks for text consent with the brokerage's own wording
• Books a loan officer from real open times
• Hands off any rate, approval or advice question with fixed wording

How it helps you

• Answers web leads at night and on weekends, when contact forms usually sit until morning
• Loan officers start the call already knowing purpose, state and timeline
• Every rate, approval or advice question reaches a licensed loan officer, never the bot

What it replaces

• Website contact forms that wait until morning
• After-hours voicemail and answering services
• Retyping web leads into the CRM

Connects to

• Website embed
• Loan officer calendars
• CRM or the Momentum pipeline manager

Live in

2–3 weeks

What it does

• Shows each loan officer's real open times
• Borrower picks a time and confirms contact details
• Sends a fixed confirmation and reminders
• Texts only with recorded consent
• Reschedule and cancel links in every message

How it helps you

• Borrowers pick a real open time instead of trading voicemails
• Fewer no-shows with reminders sent in the brokerage's name
• Calls spread across loan officers by the rules the owner sets

What it replaces

• Phone and email back-and-forth to set a call
• A separate booking tool per loan officer
• Manual reminder calls

Connects to

• Google or Microsoft calendars
• Ello
• Pipeline manager

Live in

1 weeks

What it does

• Borrower signs in securely
• Sees the current stage from the loan system, in fixed wording
• Sees which documents are still needed and uploads them
• Asks general questions; anything about their terms goes to the loan officer
• Gets a notice when the stage changes

How it helps you

• Borrowers check status themselves instead of calling to ask
• Documents arrive in one place, labeled, instead of scattered across email
• Processors spend less time chasing the same missing items

What it replaces

• "Where's my loan?" status calls
• Emailing documents back and forth
• Generic file-sharing links

Connects to

• Loan origination system (status)
• Brokerage-approved document storage
• Ello for questions

Live in

4–6 weeks

What it does

• New leads arrive with source and intake answers
• Each lead moves through stages: new, contacted, booked, application, processing, closed
• Follow-up tasks appear when a lead sits too long
• Owner sees stalled leads by loan officer
• Feeds the broker dashboard

How it helps you

• Every file's stage and next step in one board
• Stalled files are flagged before they go cold
• The owner sees each loan officer's workload at a glance

What it replaces

• Spreadsheets and sticky notes
• Partial CRM use nobody keeps up
• Weekly pipeline meetings spent finding data

Connects to

• Ello and scheduling
• Existing CRM (sync or replace)
• Broker dashboard

Live in

3–4 weeks

What it does

• Builds automatically when a call is booked
• Summarizes the intake answers
• Lists questions and the documents to request
• Places the brokerage's own pricing for the scenario, ordered by rate
• Flags stale or mismatched pricing
• Gives honest answers to likely objections

How it helps you

• Loan officers walk into each call prepared
• Talking points come only from the brokerage's own approved materials and pricing source
• New loan officers ramp faster on the brokerage's way of doing things

What it replaces

• Manual prep before each call
• Digging through the pricing engine during the call
• Inconsistent talk tracks across loan officers

Connects to

• Brokerage pricing engine (their source only)
• Ello intake
• Calendar

Live in

2–3 weeks

What it does

• Pulls numbers from every Momentum product
• Shows each measure against the audit baseline
• Owner view and loan officer view
• Leads shown by number and stage only
• Feeds the monthly retainer report

How it helps you

• The owner sees what changed against the numbers from the audit
• Each loan officer can see their own results
• Renewal decisions are based on real numbers, not impressions

What it replaces

• Spreadsheet reports built by hand
• Guessing who needs help on the team

Connects to

• Every Momentum product
• Loan system where allowed

Live in

2 weeks

What it does

• One page per audience or loan purpose, in the brokerage's brand
• Ello answers on the page
• Every lead lands in the pipeline with its source
• Ad copy goes through the brokerage's advertising approval
• Results show on the broker dashboard

How it helps you

• Ad clicks land on a page built for that audience, not the homepage
• Ello answers on every page, day or night
• The brokerage sees which pages bring calls

What it replaces

• Sending ad traffic to a generic homepage
• Agency-built pages with no follow-up

Connects to

• Brokerage website or a subdomain
• Ad accounts owned by the brokerage
• Ello and pipeline manager

Live in

1–2 weeks

What it does

• Starts from the audit's map of every step
• Each automation names its trigger, steps, systems and approver
• A person approves anything that touches a borrower
• Every run is logged
• Measured against the audit baseline

How it helps you

• Fewer hours retyping between systems
• Document requests and status updates go out on time without someone remembering
• A person still approves anything that reaches a borrower

What it replaces

• Retyping the same data into two systems
• Manual document request emails
• Hand-built status updates

Connects to

• Depends on the audit: CRM, loan system, email, storage

Live in

1–4 weeks