What we automate
AI voice & phone What we do — capabilities Fractional Automation Officer
Industry verticals
Accounting & bookkeeping Auto dealerships Dental & medical clinics Home services & trades Insurance brokerages Law firms Mortgage brokerages Property management Real estate & brokerages Recruitment & staffing Software development
Case studies Engagements & pricing Questions Automation scorecard Book a 30-minute call
OpsKinetics / Industry verticals / Mortgage brokerages

Deals die in the document collection, not the rate.

Applications stall while you chase pay stubs and NOAs, and lender follow-up depends on somebody's notes. We automate the collection and coordination that decides whether a file closes.

What the build covers

The workflows we automate first.

Each one starts with what it costs you today, then what replaces it. Which of these we build, and in what order, comes out of your Process Audit.

Application intake and response

Enquiries come in through referral partners, your site, and social, at all hours. Slow response loses the deal.

What we buildEvery enquiry captured, pre-qualified against your criteria, and acknowledged immediately with a discovery booking or a document checklist already issued.

Document collection

Pay stubs, NOAs, T4s, and statements arrive in pieces over two weeks with someone chasing each one.

What we buildA per-client checklist that requests, reminds, receives, and validates each document, escalating to you only when something is genuinely wrong or genuinely late.

Lender submission and follow-up

Once submitted, status depends on someone remembering to follow up with each lender.

What we buildSubmissions tracked per lender with automatic follow-up on anything past your service threshold, and a daily view of every file's real position.

Closing coordination

Conditions, lawyer instructions, and funding dates are coordinated by email across four parties.

What we buildEvery condition and date tracked from commitment to funding, with the right reminder going to the right party without you brokering the conversation.

Renewal and post-close nurture

Clients renew with their bank because you didn't reach them first.

What we buildRenewal dates tracked from funding, with a nurture sequence that starts months ahead and rate-change alerts that trigger a personal outreach at the right moment.
What a build looks like

Scope, timing, and what changes.

Chasing removed
60%

Document requests and reminders handled automatically through to a complete file.

Workflows
5

Application intake through funding, plus post-close retention.

Build time
2–3 wks

Integrated with your origination system and document portal.

Figures describe the standard scope of this build, not a measured client result. Your own numbers are produced during the Process Audit and quoted before you commit to anything.

Integration

Built on the systems you already run.

We automate around your existing platform rather than asking you to migrate. These are the tools we most often connect to in this industry.

FilogixVelocityFinmoScarlettDocuSignMicrosoft 365Google DriveTwilio SMSMailchimpCalendly
Next step

Thirty minutes. We'll find the expensive part.

Tell us how work moves through your business and we'll tell you where the money is going. No pitch deck, and no obligation to buy anything at the end of it.

Mississauga, Ontario — serving the GTA
info@opskinetics.ca
(416) 613-0976

Tell us where it hurts.

We'll come back within one business day with a view on whether automation is worth it for you — and say so plainly if it isn't.

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We'll be in touch within one business day. If it's urgent, the phone number above reaches us directly.