Track loans, borrowers, and referral partners. AI handles follow-ups so you can focus on closing.
W-2s, paystubs, bank statements everywhere. Missing one doc delays closing. Every time.
Rates change daily. Borrowers need updates. Without a system, they call you constantly—or worse, go elsewhere.
Realtors and builders send you deals. But tracking who sent what—and following up—is a mess.
Audit trail requirements. Communication logs. Everything needs to be documented and findable.
Connect your email. AI tracks every loan. You close more deals.
Gmail or Outlook. AI indexes every borrower conversation and document.
Loans, borrowers, referral partners. Everything linked and trackable.
Missing docs flagged. Follow-ups surfaced. Status updates drafted. You focus on closing.
Everything you need to manage loans from app to close.
"What's the status on the Johnson loan?" Full history in seconds.
Missing docs. Rate lock expiring. Appraisal overdue. AI catches it before you do.
Every realtor, builder, and referral source. Track who sends what and close the loop.
Status updates, doc requests, closing congrats. AI learns your style.
Every communication indexed and searchable. Compliance documentation built-in.
Rate sheets, loan programs, compliance docs. AI finds what you need instantly.
"How did we structure that jumbo refi?" Your deal history becomes your playbook.
| What you're using | The problem | Revian instead |
|---|---|---|
| Spreadsheets | No alerts, no intelligence | Pipeline that catches what you miss |
| Encompass / BytePro | LOS, not relationship management | AI layer that makes your LOS smarter |
| Email folders | Compliance nightmare to search | Every conversation searchable instantly |
| Referral tracking sheets | Always out of date | Auto-linked referral attribution |
| Your memory | Rate locks and docs slip through | AI remembers so you don't |
"AI caught a rate lock expiring that I'd completely missed. Saved the deal and my reputation."
"My realtor follow-ups are automatic now. Referral volume up 40% because I actually close the loop."
"AI found the exact loan structure from a similar borrower profile. Closed in 18 days."