AI E-mail is an AI email responder for mortgage brokers and lenders: Lisa reads every message sent to your lending inbox, attaches it to the borrower's record, sorts it to the right desk and drafts the reply from your approved information. You choose per desk whether she sends routine answers herself or a loan officer approves first.
TRY AI E-MAIL FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install


Who answers
For each desk you decide whether Lisa answers and sends, writes for a person's approval or leaves the writing to your team, with a response time.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Hold every e-mail about rates, hardship or complaints for a loan officer.”
Lisa“Mail about rates, hardship or complaints will wait in Needs you for a loan officer, with my summary and a draft. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Mortgage & Lending use it
A borrower e-mails two pay stubs at 11 PM; the reply saying they arrived is drafted and waits in Ready to send.
A title office writes asking who handles Friday's closing; the reply naming the right desk goes out under your rules.
A borrower writes about losing a job; the thread goes to Needs you for a licensed person, with Lisa's summary on top.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI E-mail does, for every business ›
Works withLisa, your AI assistantAI Follow-upAI QuotingAI BookingAI TicketsAI Returns & Warranty
The inbox
Purchase, refinance, processing and closings can each have their own address, colour and count of open threads, and every message lands on the right one.
For most messages the reply waits in Ready to send; the assistant reads it, changes a word if needed, sends it, and the next one opens.
Needs you gathers the mail that needs a decision, across the desks and the personal mailboxes, each with Lisa's proposal beside it.
Rate sheets, newsletters and notifications leave the desk, read once for a borrower hiding inside them, so a real question is pulled back and answered.
Set-up
Add the addresses borrowers and partners write to, such as your main inbox and your processing address, and the desk each one lands on.
Each loan officer connects a mailbox or forwards a copy; Lisa walks them through it one step at a time and runs the test.
Tell Lisa which desks she may answer alone and which wait for a person; each change is shown before and after and applied on your yes.
Run it free for 7 days on your own mail and read every answer Lisa prepared, sent or held for a loan officer.
Questions & answers
Yes. Lisa reads each message, finds the borrower, sorts it to the right desk and drafts the answer from your approved information, in the borrower's language. Routine threads can be sent by her; rate, qualification, hardship and complaint threads wait for your licensed team.
Only where you allow it. As shipped, Lisa drafts and a loan officer approves: each reply sits in Ready to send until someone clicks. With mortgage inbox automation, a desk moves to Lisa answers and sends only when you decide it should.
Not if you set the rule, and you should on day one: a never rule keeps wiring details out of every reply, and any mail about a wiring change goes to Needs you for your closer to handle.
Yes. Beside the shared inbox for loan officers, each person connects their mailbox whole or forwards a copy, and chooses which folders Lisa may read. Mail sent from here leaves from that person's own address and lands in its Sent folder.
Yes. The AI email assistant for lenders answers a borrower who writes in Spanish or Vietnamese in that language. When your assistant writes by hand, Also in adds the translation beside the text as written.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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