Mortgage Broker Pipeline
Mortgage Broker CRM with Rate Lock Alerts. Track every loan from pre-approval to funding, chase documents, watch rate locks and spot past clients who can refinance. Free to clone.
Mortgage Broker Pipeline is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Mortgage guide. Its automations include Weekday mortgage operations, New pre-approval review and Monday refinance watch.
by @taskade
What you can do with Mortgage Broker Pipeline
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Mortgage Broker Pipeline works
- Weekday mortgage operations: when Weekday missing document digest at 8 AM, then Find documents past their due date and List overdue documents.
- New pre-approval review: when a pre-approval arrives, then Add pre-approval summary and Email new pre-approval.
- Monday refinance watch: when Monday mortgage rate and refinance watch at 7 AM, then Search weekly mortgage rates and Find clients on refinance watch.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Mortgage guide
- Automations: Weekday mortgage operations, New pre-approval review, Monday refinance watch
- Workspace: 6 projects, 2 AI agents, 3 automations