For mortgage brokers and loan officers
A borrower file is a full financial life. It does not belong in a chatbot.
Pay stubs, bank statements, and credit detail move through your inbox all day. Paige is a private AI employee W&S configures around your firm. She drafts status updates, document checklists, and lender follow ups around the clock. Borrower data flows, disclosed in writing before you sign, and a person on your team approves every send.
Why this matters
The data question is real. So is the pile of routine work.
Borrower financials, someone else's servers
A single file holds income, assets, and identity documents. Consumer AI tools may use what your team types to train their models, and you cannot un-send a borrower file to the cloud.
The audit question needs a one-sentence answer
When a borrower or a reviewer asks where the file went, 'a precise, written answer' ends the conversation. 'A vendor's cloud, we think' does not. Paige comes with a written audit runbook your IT reviewer can check directly.
Status mail eats the day between closings
'Where is my pre-approval,' document chasing, lender follow ups. Paige works that pile around the clock, with you approving anything that goes out.
How it works
Three steps. We set it up in person.
- 01
We map where your client data goes today.
A real person from our firm sits with your team in Atlanta and traces how the routine work moves through your day, and where your client data actually goes across email, storage, and the tools you already pay for.
- 02
We configure Paige around your firm.
We connect Paige to the email and calendar you already use. AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign.
- 03
Paige works the pile. A person approves everything.
Paige works your routine pile around the clock: drafts, summaries, document processing, intake, and follow ups. Nothing goes out without approval from a person on your team, enforced by the system. We manage it monthly, and you never learn new software.
What you get
What working looks like.
A person
approves every outbound action Paige prepares, around the clock.
Every send
is approved by a person on your team. Paige never sends on her own, enforced by the system.
0
new software for you or your team to learn. Paige connects to the tools you already use.
Questions we hear from mortgage brokers and loan officers.
Borrowers ask where is my pre-approval over and over. Can it handle that?
Yes. Status questions get an accurate, up-to-date draft based on rules you set, ready for a quick approval, so borrowers stop emailing you twelve times and you stop typing the same answer all day.
What about document checklists and lender status chases?
Document checklists that you send by hand for every file get drafted and queued for your okay, and lender status follow ups that fall through the cracks get tracked and drafted for approval. The repetitive paperwork email gets prepared without you babysitting it, and you approve each send.
What if the AI drafts a borrower the wrong information?
You approve every draft before it sends, every time. The AI never sends on its own, so a wrong status or document detail is caught before a borrower sees it. You decide which routine status drafts get a quick approving glance and which sensitive ones get a closer read.
Where does my borrowers' financial information live?
AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign. Your data is never used to train anyone's model. Every credential is yours, the written audit runbook shows your IT reviewer how to verify it, and we review your specific data requirements before any contract is signed.
How fast is setup and is there software to learn?
A few weeks from the first meeting to the first live workload, set up in person, with nothing new to learn because Paige connects to the email you already use. We set Paige up, learn how you move a file from lead to close today, and turn workloads on one at a time, each passing our quality gate. Pricing is published: setup from $3,000, then a management retainer from $300 per month, month to month, no contract until you have seen it run.
The first workloads are where we start
We turn workloads on one at a time, starting with the back office work Paige handles best. Drafts, summaries, intake, data entry, follow ups. Each one passes our quality gate before it goes live.
See Paige work before you commit to anything.