Built for independent mortgage brokerages
The fleet for the independent loan-officer office.
agentplain replaces the document-chase that drowns every loan file, integrates with Outlook, OneDrive, and DocuSign on day one, and augments the loan officer's read on every borrower interaction and TRID-sensitive disclosure.
Not open for mortgage brokerages yet. These lists describe the service when it opens, not work running for customers today.
Comes off your plate
- Manual doc-chase across the pipeline, automated cadence with drafted borrower notes
- Template-and-customize per-file checklist building, replaced by a loan-type-aware draft
- Reactive status communication, replaced by milestone-triggered drafts
- Spreadsheet-driven production reporting, replaced by weekly drafted reads
Works inside
- Outlook + M365 GraphEmail + calendar
Planned, not connected yet: Calyx Point, LendingPad, Optimal Blue, DU / LP, Wholesale lender portals, Total Expert: coming next. Don't see yours? Tell us which tool.
Still yours to decide
- LO review on every borrower-facing draft, the agent drafts, the LO signs
- TRID-clock-relevant events logged with timestamps the broker-of-record can defend
- UW-condition translation, borrower-facing language drafted from the raw condition text
- Pipeline forecasting, drafted with file-level evidence, not rolled-up wishfulness
A night, once it opens
Marcus's borrower texts at 11:47pm, 'Rates dropped again, can we relock?'
The old way
Pull the loan file in Encompass, check current pricing in Optimal Blue, model the relock cost, draft a comparison email, run the numbers a second time before sending. ~30 minutes on a phone before bed.
Next morning
Once Marcus's LOS and pricing engine are connected, the fleet pulls the loan, runs a relock comparison against current pricing, and drafts a borrower-ready email with the new monthly payment and the cost-to-relock; otherwise it drafts from the figures Marcus provides. Either way it queues the email for Marcus's review, with the borrower's full thread summarized at the top.
Marcus approves in two taps the next morning and sends from his own inbox. The relock runs in his LOS once the pricing engine is connected; the borrower keeps the rate without a midnight phone call.
Not open for mortgage brokerages yet. Join the waitlist →
Who's working for you
A fleet built for mortgage brokers and loan officers, and the people who run it.
Each agent owns one job your trade actually has. A service team sets them up and keeps them tuned, so you never touch a setting. agentplain is not open for mortgage brokerages yet. Agents marked when it opens start when it does; the ones marked not built yet are planned, and nothing runs them.
- Borrower TriageClassifies inbound borrower intent and drafts the first touch.○ when it opens
- Chief of StaffProposes meetings, reply drafts, and to-dos against the LO's calendar + inbox + board.○ when it opens
- Document Chase○ not built yet
- Status Updater○ not built yet
- Pre-Qual Assistant○ not built yet
- Conditions Coordinator○ not built yet
- Vendor Coordination○ not built yet
- Production Reporter○ not built yet
Your service teamPeople who set it up for your trade and change it when you ask, by email or chat.
What it's worth
No figure until agentplain opens for mortgage brokerages. We publish a return only for work that runs for customers today.
No card, no charge. We write when it opens.
Questions owners ask
How does agentplain handle RESPA and TRID compliance?
Within the augment model. The fleet drafts borrower communications and TRID-sensitive disclosures and surfaces the RESPA/TRID considerations for the loan officer's review, it doesn't make the compliance determination or send anything. The licensed human signs off on every draft, and liability for licensed activity stays with your brokerage.
Is agentplain a replacement for my LOS or CRM?
No. agentplain works inside the Outlook, OneDrive, and DocuSign you already run and replaces the manual work between them, borrower triage, document collection, status updates. It isn't a loan-origination system or a CRM, and there's nothing to migrate.
How much does agentplain cost for a mortgage brokerage?
agentplain is not open for mortgage brokerages yet, so there is nothing to buy and we take no payment. Join the waitlist and we will email you when it opens for mortgage brokerages.
Does the fleet send anything to borrowers on its own?
No. Every draft, a borrower reply, a document request, a status update, lands in your approval queue as a pending item. The fleet drafts and proposes; you approve and send from inside your own email and systems. It never auto-sends, moves money, or makes commitments on your behalf.
Not open for mortgage brokerages yet. Be first when it is.
Not open for mortgage brokerages yet, so there is nothing to buy.