CRM for Mortgage Brokers

• The problem

  The borrower sent half the documents, and the file sits until someone notices what is missing.

  In Kompot.ai

  Each application is a project with a task per document: pay stubs, tax returns, bank statements, ID. Shared by link, it shows the borrower what is still open, and a scheduled workflow reminds them about the outstanding items.

• The problem

  A rate lock is about to expire and the file is still waiting on one underwriting condition.

  In Kompot.ai

  The lock expiration date is a field on the borrower and a dated task on the file. Overdue tasks show per loan officer, and a scheduled workflow notifies the officer and the processor ahead of the date.

• The problem

  The buyer's agent keeps calling to ask whether the loan is clear to close.

  In Kompot.ai

  The opportunity moves through your lender stages: application, submitted, conditional approval, clear to close, funded. When the stage changes, a workflow sends the agent and the borrower a status message, so they hear it from you first.

• The problem

  A pre-approval inquiry on Saturday waits until Monday, and the buyer walks into a bank instead.

  In Kompot.ai

  An inquiry from your site chat, a text or a call becomes a contact right away. The booking page lets the buyer pick a call slot with a loan officer, and the whole conversation is on the record when the officer opens it.

• The problem

  Past borrowers never hear from you again and take their next loan to someone else.

  In Kompot.ai

  Closing date, loan type and the referring agent stay on the contact. A scheduled workflow creates a yearly check-in task, and an email campaign goes to a segment such as last year's first-time buyers.

What you keep on record

Borrower profile

Purchase or refinance, property type, price range, target closing date and co-borrower as custom fields on the contact.

Document checklist

A task per required document in the borrower's project, with the files you received attached to the record.

Lender and loan stage

Lender, loan type and lock expiration date as fields on the borrower; the current stage on the opportunity board.

Referral partners

Real estate agents and builders as contacts, with a field on each borrower naming who sent them.

Questions owners ask

Does Kompot.ai pull credit or price loans?

No. It does not run a credit check, quote rates or submit files to lenders — that stays in your loan origination software. Kompot.ai covers the relationship side: inquiries, the document checklist, stage updates, reminders, e-signatures and referral partners.

How do borrowers send their documents?

By the channel they already use: email, WhatsApp, Telegram or text. The message lands in their conversation log, you attach the file to the record and close the task. Decide with your compliance officer which documents you keep here.

Can borrowers and agents see the loan status without calling?

Yes. Share the borrower's project by link: they see the task list and can comment. When the opportunity changes stage, a workflow sends the borrower and the referring agent the message you wrote for that stage.

Can several loan officers and a processor work the same files?

Yes. A task has an assignee, watchers and a due date, so the processor owns the conditions and the officer watches them. Overdue tasks show per person, and a role sets which sections of the system each of them can open.