Use cases by role

Agent FM for mortgage and real estate

What stalls a closing is rarely the underwriting; it is the condition nobody chased, the rate sheet nobody pulled, and the pipeline that was accurate last Tuesday.

Agent FM reads the lender portals without touching a lock or a file, and every borrower, agent, or escrow email waits for your OK.

The plays

The 4pm pipeline

Every afternoon it checks each active file on the lender portals and updates the sheet with current status, new conditions, and lock expirations.

Update the loan pipeline from the lender portalsView →Condition chase

It maps every open condition to whoever owes it, borrower, agent, or escrow, and drafts one plain chase email per party per file.

Chase the outstanding conditions on every active fileView →Rate sheet watch

Each morning it pulls the day's rate sheets from your lenders, logs your benchmark scenarios, and flags only the moves bigger than your threshold.

Watch the lender rate sheets and flag real movesView →The NMLS pass

It pulls every LO's license status, renewal window, and CE progress from NMLS into the licensing tracker, read only, so nothing expires quietly.

Sweep NMLS for our LO renewals and CE gapsView →

The collection

Check every active file on the lender portals and update the pipeline with status and conditions.
Draft chase emails for the outstanding conditions on each file: borrower, agent, or escrow.
Pull today's rate sheets from our lenders and flag moves bigger than [threshold].
Check every LO's renewal window and CE status in NMLS and update the licensing tracker.
Sweep [market] for new FSBO listings and draft a personal intro note for each seller.
Pull sales and rent comps for [address] and draft the BPO value range with evidence.

You get back the work that closes files: structuring the deal and keeping the borrower steady. Get early access and make the pipeline run your first handoff when access opens.

From the blog