Finn, the AI copilot for mortgage agents: Your AI second brain for every deal
Finn is the AI copilot for mortgage agents inside the mortgage CRM. It drafts outreach, ranks your pipeline, flags the leads and renewals going quiet, and tells you who to call next with the message ready. You approve and send; it never messages a client on its own.
The copilot that actually moves deals
Drafts outreach
Personalized emails for cold leads, stale opportunities, renewals — based on your past closes.
Makes calls
Works alongside the built-in power dialer: call summary and a suggested next action land on the deal after you hang up.
Prioritizes pipeline
Daily ranked task list: hottest leads, expiring rate holds, conditions due, renewals 60-90 days out.
Auto-completes
Conditions outstanding? Finn drafts the borrower email and schedules a follow-up if no response.
Forecasts revenue
Stage-weighted pipeline forecast that updates as deals move, so the number reflects the pipeline you have today.
Suggests next move
Reading-list view: 'this lead replied at 9pm — should I draft a re-engagement?' Yes/no.
SLA enforcement
A new lead nobody has touched inside your SLA window is reassigned round-robin, and the breach is logged on the record.
Team leaderboard
Live volume, conversion, SLA, retention — gameified without being shallow.
Walk in, look at one screen, leave with a plan
Stop letting good leads go cold
Finn drafts the follow-up; you confirm and send. Outreach gets done even on your busiest weeks.
Finn — agent copilot — common questions
- What does Finn do for an agent?
- Finn is the agent copilot. It drafts client outreach in your voice, ranks the pipeline by what is most likely to move, and surfaces the leads and renewals going quiet — the work that gets skipped when the day fills up.
- Does it send messages on my behalf?
- It drafts; you send. Fully automated outbound from an AI is how brokerages end up apologising to clients, so the default is a draft in your queue with the context it used visible beside it.
- How does it decide what to prioritise?
- From signals on the record — stage, time since last contact, renewal proximity, engagement, and the outcomes of previous attempts. Because dialling and email are built in, it reads real activity rather than what somebody remembered to log.
- Will it sound like me?
- It drafts against your previous messages and your brokerage's templates, and you edit before sending. Anything that sounds wrong is a draft you change, not a message a client already received.
- Is this different from a generic AI writing tool?
- The difference is context. A generic tool writes well about nothing in particular; Finn knows this client's file, their renewal date, what you last discussed and what is outstanding — which is what makes the draft usable rather than generic.
- Does it work for a whole team?
- Yes. At team and brokerage level it also surfaces where deals are stalling across agents, which is a coaching signal rather than a monitoring one.