An AI employee for loan officers
Pablo keeps borrowers moving: document reminders, status updates, realtor check-ins and a clean pipeline view, all drafted for your approval.
Pablo is an AI employee for mortgage loan officers and brokers. He drafts borrower document reminders and status updates, keeps realtor partners in the loop, tracks the pipeline in a sheet or CRM and prepares your day, while sensitive borrower records stay in the systems you choose.
The work that eats your week.
- Drafts document checklists and reminders for each borrower
- Prepares status updates for borrowers and referral partners
- Keeps a pipeline sheet current from your inbox and notes
- Schedules calls and sends you a morning list of who needs what
- Set up with limited access so sensitive files stay where they belong
New pre-approval
Draft the welcome email and document checklist, add a pipeline row, put a follow-up on your calendar.
Missing documents
List who still owes what and draft polite reminders for you to send.
Realtor partner asks for an update
Pull the current status from your notes and draft a short reply.
Monday
Your week: closings, expiring rate locks you noted, and who is waiting on you.
One call. A week of setup. Then he starts.
Intro call
30 minutes about your week, your tools and the tasks you want off your plate.
Setup, done for you
Your specialist installs Pablo on his dedicated Mac mini and connects your accounts with you.
He starts
First tasks, morning briefs and drafts for your approval. Then we add more.
Questions
More in the full FAQ.
Can Pablo work with the tools mortgage businesses already use?
Yes. Your implementation specialist connects Pablo to your email, calendar, files and CRM during setup, and builds custom integrations where a tool needs one. If it has an API or a login, Pablo can usually work with it.
Will Pablo message my clients on his own?
No. Pablo drafts the message and you approve it. Once you trust a routine message you can choose to let him send that one type on his own.
Where does my data live?
On a dedicated Mac mini set up only for your business, and the Mac mini is included in your plan. Your files, notes and memory stay on that machine, not in a shared database with other companies. Pablo still uses an AI model to think, so the text of a task is sent to the model provider to process it, the same way it is with any AI assistant.
How much does Pablo cost?
Plans start at $500 a month, plus a one-time setup fee that covers installing and connecting Pablo. Most businesses choose a fuller plan once they see what he handles. We quote it on a short call after we know what you need.
Other industries:
Your new hire is
one call away.
30 minutes with a real person. We map the tasks Pablo can take first and tell you honestly if he is a fit.