AI Time Machine for Mortgage & Lending. A borrower communication timeline, built from your records
AI Time Machine gives a borrower communication timeline inside the AI Team Assistant: ask about a borrower and every dated moment, the mails, the calls, the bookings and the records, lines up in date order. Step through it or press play; each moment opens as it lives, with a recap built from the record, nothing read from a model's memory.
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7 days free · per company, never per seat · nothing to install
Every moment
The lead captured on the web, the quote requested and the e-mails sent, each with its date and time, in the order they happened.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Show me every contact with this borrower since the application.”
Lisa“Here are the dated moments since the application, in date order; I can print the story on your letterhead.”
You talk. Lisa sets it up. Applied only on your yes.
How Mortgage & Lending use it
A borrower complains that nobody called back; the complaint review timeline for lenders shows every call and mail since the application, each with its date and time.
A loan officer covering for a colleague steps through a borrower's last month before calling, moment by moment.
Asked to go back to March, Lisa moves the cursor and reads the moment aloud.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- The TIME MACHINE button: the count of dated moments an answer gathered
- Lanes: mail, mailboxes, documents, calls and bookings, records, calendar, pictures
- The jog knob: first, previous, play, next, last, by moment, day, week or month
- The pane: the moment as it lives, the passage lit
- A recap per moment: built from the record itself
- Dates in the file: a document at the date written in it
- Refresh from the records: what came after, marked new
- Print the story: the chronology on your letterhead
Add it to AI Team Assistant or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Time Machine does, for every business ›
Works withAI File CabinetAI Chat for your teamAI E-mailAI Calls Transcripts
The timeline
Chronology of borrower calls and emails, in one view
One lane per kind
Mail, your mailboxes, calls and bookings, records and the calendar, each in its own lane, every moment a marker at its date.
The moment, as it lives
The mail's text, the call's transcript or the record: open where it lives, ask about this moment, or look around it.
Who said what, and when
Ask who said it and when, and the answer cites the mail or the call while the timeline opens it at its moment.
Refreshed from the records
New mail and new calls after the answer join the same timeline marked new, so the client history for mortgage brokers grows with the file.
Set-up
Borrower contact history in 2 minutes
Ask the Team Assistant
Ask about a borrower in your own words, such as where we stand on Tuesday's refinance application.
Press TIME MACHINE
The button beside the box shows how many dated moments the answer gathered; open it to see the timeline.
Move through the story
Play it, step by a moment, a day, a week or a month, or drag the cursor, and open any moment.
A week of timelines
Try it for 7 days on your own records, with no credit card, then print the story of a real borrower.
Questions & answers
AI Time Machine for Mortgage & Lending: questions & answers
What is a borrower communication timeline?
Every dated moment with a borrower in date order: the mails, the calls, the bookings and the records, each with a recap built from the record. The AI Time Machine lays it out from your own records only.
Can it help us answer a borrower complaint?
Yes. Ask the Team Assistant who said what and when, and the answer cites the mail or the call; the Time Machine opens it at its moment, so the reply to the complaint starts from the facts on file.
Does the recap come from the AI's memory?
No. Each moment's recap is built from the record itself, and the pane shows the mail's text or the call's transcript beside it.
Can we print the history?
Yes. Print the story puts the whole chronology on your letterhead, ready for the meeting or the borrower's file, with every moment at its date.
Keep exploring
Where next?
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
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
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Or call +1 (954) 736-3939 — the AI answers.