Algo Pilot For mortgage lenders · loan officers

Don't use AI. Manage it.

A team of agents that works your pipeline while you sleep. You stay the boss. Nothing gets sent, spent, or signed without your yes.

Illustration: robot agents help a loan officer chase documents and keep the pipeline moving.

What loan officers feel

  1. Leads cool off. Pre-approval inquiries wait while you work files already in process.
  2. Documents never arrive on time. Pay stubs, statements, and signatures need chasing on every file.
  3. Past clients and partners hear nothing. Rate moves, partner updates, and closing status fall to whoever has a minute.

How the team works

Lead agents for your branch

  1. Lead and pre-approval follow-up: fast first response and follow-up drafts on open inquiries.
  2. Document chasing: missing-item lists per file and reminder drafts to borrowers.
  3. Past-client rate watch and refi alerts: flags past clients when rates move and drafts outreach you approve.
  4. Realtor and builder partner updates: status updates for referral partners on shared deals.
  5. Pipeline and closing-date status: one view of every file, conditions, and closing dates at risk.

Marketing: texts and emails only go out with your yes and stay inside your compliance rules.

Price

$1,997 One-time install. We build the agent team with structure and organization: chief, leads, boards, morning list, approval gates.
$50/mo On-call support after install.

You pay your own tool subscriptions directly, so you own the accounts and the costs are transparent.

See it live

Free demo / ops walkthrough of my own setup: chief as the front door, a lead board, an approval gate holding a send, and that morning's list.

You don't need to learn AI. You need to know how to run a team. You already do.

Nick Motzkus · Salt Lake City · nickairus@gmail.com · algo-pilot.ai