01
Automated Websites & Funnels
A lending site that pre-qualifies and applies
- Rate and affordability calculators
- Pre-qualification with instant result
- Application and document upload
- Broker portal
AI automation for lending & mortgage companies
Convert more applicants and fund faster — with less document chasing.
Instant pre-qualification, application follow-up, document collection automation, servicing support, and pipeline reporting — built for lenders.
< 60s
Applicant response
−55%
Document chasing
+28%
Applications funded
Typical results across lending & mortgage companies we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your lender every week
First reply wins01
Applicants go to the first responder
Enquiries from comparison sites are won by speed.
3 weeks02
Applications stall on documents
Payslips, statements, and ID chased for weeks.
Daily03
Status calls interrupt underwriting
‘Where's my application?’ from borrowers and brokers.
Staff-bound04
Servicing questions
Payment, balance, and payoff questions need staff.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for lending & mortgage companies, monitored by us, owned by you.
1
Instant pre-qualification
Affordability and eligibility captured in seconds; advisor calls booked.
2
Document collection on autopilot
Secure requests, reminders, and checklists until complete.
3
Proactive status updates
Borrowers and brokers updated at every milestone.
4
AI servicing support
Payment, balance, and payoff questions answered with verification.
✦Everything we automate
Everything we automate for a lender like yours
Six connected systems, each built with the specifics for lending & mortgage companies.
02
Lead Capture & Instant Follow-up
Every applicant answered and pre-qualified in a minute
- Instant reply across channels
- Eligibility qualification
- Advisor booking
- Follow-up until application
03
AI Voice & Chat Agents
Borrower and broker calls answered without interrupting underwriting
- Application status (verified)
- Document questions
- Servicing questions
- Case owner escalation
04
Workflow & Back-office Automation
Application to funding with every document chased
- Document requests & reminders
- Milestone updates
- Underwriting checklists
- Renewal and retention campaigns
05
AI Customer Support Automation
Borrower questions resolved securely
- Status and timeline
- Payment and balance
- Payoff requests
- Hardship routing
06
Data, Reporting & AI Assistants
Pipeline, turn times, and channel performance live
- Enquiry → application → funded
- Document turnaround
- Broker and channel performance
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a lender when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your lender today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your lender — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from lending & mortgage companies we work with
★★★★★
“Applications fund faster because documents are chased before anyone asks.”
★★★★★
“Broker status calls dropped to almost nothing.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will borrowers know they're talking to an AI?
The assistant introduces itself as your lender's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most lending & mortgage companies are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for lending & mortgage companies · 45 min · ranked plan · fixed price
Free automation audit for lending & mortgage companies
Book free audit →