● CompletedService business
Real-time AI voice receptionist
A streaming voice agent that answers, books, and routes calls around the clock, with SMS follow-up.
<300msvoice response
24/7calls answered
3systems live
AI automation for mortgage brokers
A mortgage file is forty documents and a hundred messages, and the broker who answers fastest wins the deal. We build the systems that chase the paperwork and keep every borrower and agent informed, so you spend the day on rates and relationships.
Where the hours go in a brokerage.
Six pieces of work we see in almost every brokerage, what the system takes over, and what you get back.
Document collection
When a file opens, the system sends the checklist, watches what arrives, reads each document to confirm it is the right one, and nudges the borrower for whatever is still missing.
What you get back: Files reach the processor complete. No more three-week gaps waiting for a pay stub.
Pre-approval follow-up
Every pre-approved borrower who has not found a home gets a personal check-in on a schedule, with the current rate picture and a booking link when they are ready.
What you get back: Pre-approvals stop going cold. You are the broker they remember when the offer is accepted.
Rate-watch outreach
The system tracks your closed book against current rates and drafts a refinance conversation for each borrower the moment the numbers make sense, ready for your review before it goes out.
What you get back: Repeat business surfaces itself. Past clients hear from you when it matters to them, not in a blast.
Status updates to borrowers and agents
Each milestone in the file, from submitted to conditions cleared to clear to close, triggers a plain-English update to the borrower and the real estate agent.
What you get back: The phone stops ringing with "any news?". Agents send you the next deal because their clients felt looked after.
Missed calls and after-hours enquiries
A voice agent answers, captures the scenario, asks the qualifying questions you choose, books the callback, and sends you a summary.
What you get back: Weekend and evening leads are captured while your competitors are in voicemail.
Review requests
The day after funding, the borrower gets a short thank-you and a review link, and the referring agent gets a note too.
What you get back: A steady flow of reviews from every closing without anyone having to ask.
What we would build first.
Three steps, in order. You can stop after the first one and keep the plan. How we work and what each step costs are on their own pages.
010203
AI Readiness Audit
Two weeks inside your brokerage. We time a file from application to funding, find where it stalls, and hand you an Opportunity Map: the work worth automating, ranked, with the dollar value attached.
AI Operating System
We build the top items off the map, connect them to your point-of-sale and loan origination system where possible, and switch them on. Usually document collection and status updates first, because they decide how fast files close.
Ongoing Care
Monthly monitoring, fixes, and the next automation off the map, so the systems keep working when lender guidelines change and your team changes.
Proof
Systems already running, mapped to your brokerage.
● CompletedInsurance / finance
RAG onboarding automation
Retrieval over product docs drafts client illustrations and runs onboarding paperwork, with citations to verify.
~85%less manual prep
3systems live
Citedgrounded answers
● CompletedMarketing agency
Lead-gen + CRM orchestration
A pipeline that enriches leads, qualifies them with AI, routes to the CRM, and fires follow-up sequences.
4systems live
Instantlead response
Qualifiedleads only
Real-time AI voice receptionist
This is your after-hours line: every borrower call answered, every callback booked.
RAG onboarding automation
This is your document intake: paperwork read and drafted from source documents, with citations to check.
Lead-gen + CRM orchestration
This is your pre-approval and refinance pipeline: enrich, qualify, route, follow up, in the CRM you already use.
Questions we get from every brokerage.
Does this connect to my loan origination system?
Often yes. Most point-of-sale and origination platforms expose an API or a reliable export. In the audit we confirm exactly what yours allows before we promise anything. Where there is no API, we work from the exports and the email flow instead.
How do you handle borrower documents and privacy?
We build on the systems you already use rather than copying files into new ones, limit each automation to the access it needs, and document every data flow in the audit so you can review it before anything is switched on.
Will automated messages feel impersonal to borrowers?
Not if they use the real details of the file and sound like you. Every message is drafted in your voice and hands off to you the moment a borrower asks something that needs a human. What feels impersonal is silence for a week.
How long before something is running?
The audit takes one to two weeks. The first build, usually document collection or status updates, is live two to four weeks after that. You see working software, not a roadmap.
Pranav Desai
AI Systems ArchitectBook a consultAvailable this week
30-minute intro call
Pick a time that works and you'll get a Google Meet link by email. No charge, no commitment.
Book a 30-minute call →How I work
I start by listening, not pitching. No deck, no jargon. I find where your team is quietly losing hours, then build the smallest system that wins them back. I ship working software, not slideware, and I own it from the first call to production.
Mission & goal
Put AI to work on the busywork so people get back to the business. I build durable agents that earn their keep on day one and still run a year later, so teams are free to do the work only people can do.
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