Every borrower, every milestone, every partner — one system.
Automated milestone updates, pre-approval nurture, and realtor-partner communication that run themselves while you're in underwriting.
"Your borrower data is split across an LOS, a CRM, email threads, and text messages — with no single view of any file's communication."
"Borrowers call for status updates because keeping everyone informed manually is impossible at volume."
"Realtor partners send deals to the LO who communicates best — and consistent communication is exactly what nobody has time for."
How Magnetiq AI runs it
- automated milestone update texts and emails at every loan stage
- long-term nurture for pre-approved and rate-shopping borrowers
- automatic co-branded updates to realtor partners, so agents look informed without ever texting you Work in real estate yourself? See Magnetiq AI for real estate →
- review requests at closing, on autopilot
- compliant, archived messaging with every conversation logged and retrievable
- unified inbox for every borrower conversation across channels
Everything you need to scale.
Consolidate your tools into one unified system.
CRM & Pipelines
Track every borrower visually from application to clear to close.
Omnichannel Inbox
SMS, email, calls, and DMs for every borrower and partner in one feed.
Marketing Automation
Never let a pre-approval go cold with trigger-based follow-ups.
AI Conversation & Booking
Missed-call text-back and AI that books borrower consults 24/7.
Self-Booking Calendars
Eliminate the back-and-forth of scheduling pre-approval calls.
Reputation Management
Automate review requests at closing and dominate local search.
Frequently Asked Questions
Ready to see it in action?
Book a demo today and let us show you how Magnetiq AI can transform your business.