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.
A local Atlanta firm. We drive to you and set it up in person.
The first workflow we turn on
Lead response, start to finish.
We begin with one concrete workflow so you can see it work before we expand. A new lead comes in. The agent reads it, drafts a reply in your firm's voice, and puts it in front of your team. A person approves it, and it goes out. Then we expand to the rest of your AI.
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.
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 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.
We serve Georgia SMBs, in person.
We're based in Atlanta. We drive to your office. We sit with your team. No Zoom-only installs.
Questions firm owners ask us.
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 what else we run →See Paige work before you commit to anything.
15 minutes, in person or on a call. We show you Paige working a mock case live and walk through exactly where your data does and does not go. No slides, no pitch deck.
Local Atlanta firm. We set it up and run it for you.