ZANUS FRONT OFFICE FOR MORTGAGE & LENDING — REFERRAL PARTNERSNEW

Referral partners and business borrowers — mapped from real conversations.

A lending office lives on its organizations: the brokerages and agents that send buyers, the builders whose sales offices refer, the dealers on your indirect program, the CPA firms and attorneys that send clients, the businesses that borrow with several owners and a bookkeeper on the phone. The AI groups contacts under each organization automatically, scores the relationship, and flags the brokerage that has gone quiet — before the buyers go to another lender.

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Try it free 7 days on your own business · no credit card · per company, never per seat

REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.

Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet

The real Companies tab: all the people, roles, combined timeline, health score.

What it does

Referral sources, clustered

Contacts from the same brokerage, builder or dealer cluster automatically; referrals per source, per month, how fast each was acknowledged — without a spreadsheet.

Health score with the WHY

Every organization carries a 0–100 score and the reasons: referrals slowing, a buyer left waiting, a status question unanswered, a letter delivered late.

The empty chair

The brokerage where you know one agent, the business borrower whose owner never spoke to you — flagged, so a loan officer reaches the decision maker.

Inside Companies — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Start free — see it on your own lending office7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Health score on everything — always with the WHY

Every contact and company carries a 0–100 health score recomputed from real events: recency, demo engagement, quote opens, reply sentiment, call outcomes. "62 and falling — no reply to the last two touches, quote unopened for 9 days."

On contact cards, company cards and a sortable Statistics column
Falling scores surface in the morning briefing’s At Risk list
Available on its own or inside a solution

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing → · Try it free 7 days, no credit card →

A stakeholder map guessed from CRM fields is an educated guess. Ours already met the committee — it talked to every one of them. The map draws itself from real conversations.

Questions, answered

Does this include business borrowers and their advisors?

Yes. A business borrower is an organization: owners, controller, bookkeeper and the CPA who sends the statements are linked under it, with one timeline — useful for small-business, equipment and commercial lending.

Which solution includes it?

Available on its own or inside a solution. Which solution includes what: see pricing.

Try it free on your own lending office. 7 days. No credit card.

Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.

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