Your lending and origination system manages the mortgage file. InVice keeps it moving. 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 and brings you the file only when a decision is actually yours.
Uploaded by the client at 9:18. Available in the vault for your review.
Requested through the client document link. InVice follows the reminder schedule you set.
The document has arrived. A person still reviews whether it meets the file requirements.
This exception needs a person’s decision. Other permitted work can continue.
Explore the controls. Changes stay in this example.
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.
A lead arrives by email or from your CRM. Once it is in InVice, InVice sends the document request and proposes times for the discovery call from your 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.
InVice connects to anything that speaks MCP or exposes an API, through a guided setup. Every permission is explicit, scoped, and revocable.
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.
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.
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.
Brief it in plain language. Ground it in your own documents. InVice runs the repeatable client work and brings you the decisions that require judgment.