Every file moves,
every day.
A broker carrying forty applications spends the day chasing paper: the T4 that never came, the lender condition nobody cleared, the client who went quiet nine days ago. Invice runs that chase for you and brings you the file only when a decision is actually yours.
What this desk
chases all week.
Income documents, down-payment proof, the amended offer. Invice knows what each file is missing, asks the client in your voice, and files what comes back in the right place.
Outstanding conditions have dates, and dates are unambiguous. Invice tracks them against the closing, warns you while there is still room to act, and drafts the follow-up.
Every rate hold has an expiry. Invice watches it, tells you before it lapses, and prepares the client note so a re-lock is a decision, not a scramble.
What your agent
takes over.
A lead arrives by email or from your CRM. Invice opens the file, sends the document request, and books the discovery call from your own calendar.
It waits the interval you set, follows up, escalates to you when the silence starts to matter, and never sends twice by mistake.
Conditions, lawyer, insurance binder, closing date. Invice keeps the sequence and tells you the moment one piece slips behind the others.
Works with what
you already run.
Invice connects to anything that speaks MCP or exposes an API, through a guided setup. Every permission is explicit, scoped, and revocable.
What this desk asks
before it connects anything.
Do I have to move off my current mortgage CRM?
No. Invice connects to the CRM you already use and works on top of it, drafting the updates for your approval. If you would rather not run one at all, Invice can hold the client record itself.
Will it email my clients without asking me?
Not unless you turn that on. By default it drafts, proposes, and waits for you. Every send goes through your own connected mailbox, and every action is recorded.
What happens when a file is ambiguous?
It stops and asks. Invice acts when the dates and facts line up and escalates anything that needs judgment, which is most of what makes a broker worth paying.
Another desk? Property managers · Insurance advisors · Realtors · Recruiters · Immigration consultants · Legal intake.
Your whole book of
client work, handled.
Brief it in plain language. Ground it in your own documents. Invice runs the 80% of your client work that is process and brings you the 20% that is judgment.