Run every loan from one place: applications, documents, follow-ups and settlement.
Answer every enquiry, collect each client's documents on their file, get forms signed on any phone and see every loan by stage until it settles.
The moments that move a loan forward
Here is what happens at each one when your brokerage runs on Automo.
- A first home buyer calls after hours about pre-approval. Your business line takes a message so you can text them back, and the enquiry starts a file in your pipeline.
- A new client is ready to go ahead. Send your client authority and privacy forms from their record to each applicant, and each one signs on their own phone.
- Payslips and bank statements arrive by email. Add each attachment to the client's file from your inbox, so the whole application sits in one place.
- The lender asks for one more document. Move the loan to its new stage, text the client what is needed and set yourself a follow-up task.
- A loan settles. Mark the deal won, send the client a thank-you email and raise any fee invoice from the same record.
Questions brokers ask
Is it free to start?
Yes. Start on the Free plan with the CRM, eSignature, email and invoicing for 1 member, with no credit card. Calls and texts come with the Starter plan.
Can joint applicants both sign?
Yes. Send the form to each applicant, and each one signs on their own phone. You see who has signed and who still needs to.
Can I bring my clients from another CRM?
Yes. Import a CSV export from your current CRM, or connect HubSpot to bring across contacts, companies and deals.
Is my clients' data private?
Yes. Your clients, loans and documents live in your own workspace. Only the people you invite can see them, and you choose what each teammate can access.
