account executive assistant

Higher Volume, Less Overhead

Help Your Account Executives Keep Deals Moving Without the Bottlenecks

The Account Executive Assistant adds support to your wholesale channel by acting as an extension of your team, streamlining lead management, automating follow-ups, and ensuring seamless communication between brokers and your internal staff.

Account Executive

Watch how our AI-powered assistant integrates seamlessly into your team’s workflow to making loan origination more effective.

Here's what you get:

  • Pre-Qualification (Inbound & Outbound)

  • Loan Structuring Support

  • Loan Application Submission

  • Voice, SMS and Email Borrower Communication

  • Pipeline Management & Loan Status Updates

  • Workflow Automation

Starting at $1,499/m

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