Close More Loans. Chase Fewer Documents.
One Platform.
Lead pipeline, client communication, document tracking, and rate lock alerts - all in one place. AI-powered brokerage management that lets you focus on closing, not admin.
The mortgage broker juggling act is unsustainable
A typical loan officer's morning
7:00 AM - Check rate sheets from three wholesale lenders before the market moves...
7:30 AM - Open LOS to review pipeline, then switch to email for borrower questions...
8:00 AM - Call back six leads from overnight web inquiries before competitors do...
9:00 AM - Chase a borrower for pay stubs due three days ago, holding up underwriting...
10:00 AM - Realize a rate lock expires tomorrow - scramble to contact the client...
11:00 AM - Open spreadsheet to track which referral partners sent leads this month...
Half the day gone. Three hot leads still haven't been contacted.
How Dewx transforms your mortgage brokerage
One platform. All your borrowers. AI-powered.
1. Unified Client Inbox
All borrower messages from WhatsApp, email, texts, and calls logged in one place. Never miss a message or lose a conversation thread.
- WhatsApp document submissions
- Email inquiries & rate requests
- Client profiles & loan history
2. Pipeline & Milestones
Track every loan from lead to closing with automated milestone updates. Borrowers stay informed without you making a single phone call.
3. AI-Powered Follow-Ups
Dew AI tracks rate locks, document deadlines, and borrower milestones - sending personalized follow-ups that keep deals moving.
You say:
"Follow up with all pre-approved clients whose rate locks expire this week"
Dew creates:
"Hi James! Your rate lock at 6.25% expires this Friday. Rates have moved slightly - let's discuss your options for extending or closing before then. Reply here or I'll call you this afternoon."
Everything your brokerage needs
Purpose-built tools for mortgage brokers who want to close more, not drown in admin.
Portal
Unified client communication - emails, texts, and calls logged in one inbox across your entire team
GTM Hub
Lead pipeline from first inquiry to closed loan with automated nurturing and follow-up sequences
OPS Hub
Document tracking, milestone management, and closing coordination all connected in one workflow
Dew AI
Automated rate lock alerts, document reminders, and milestone updates sent to borrowers at the right time
Built for every type of mortgage business
Residential Mortgages
Manage first-time buyers, move-up purchasers, and investment property clients with automated nurturing from pre-qual to closing day.
- • Pre-qualification lead capture
- • Document checklist automation
- • Closing milestone updates
Commercial Lending
Handle complex commercial loan files with multi-party communication, longer timelines, and detailed document requirements.
- • Multi-stakeholder communication
- • Complex document tracking
- • Extended pipeline management
Refinancing Specialists
Monitor rate movements and proactively reach out to past clients when refinancing makes financial sense for their situation.
- • Past client re-engagement
- • Rate alert campaigns
- • Refinance comparison tools
Connect your client channels
Bring all borrower communication into one place.
Dewx vs Encompass & Generic CRM
| Feature | Dewx | Encompass / Generic |
|---|---|---|
| Lead Pipeline Management | ✓ | ✓ |
| Unified Client Inbox | ✓ | ✗ |
| WhatsApp Communication | ✓ | ✗ |
| AI Document Reminders | ✓ | Manual |
| Rate Lock Alerts | ✓ | Manual |
| Automated Lead Nurturing | ✓ | ✗ |
| Referral Partner Tracking | ✓ | ✗ |
| All-in-One Platform | ✓ | ✗ |
Mortgage Broker FAQ
How does Dewx help mortgage brokers close more loans?
Dewx gives you a unified pipeline where every lead is tracked from first inquiry to closing. Dew AI automatically follows up with leads who go cold, sends rate lock expiration alerts, and nudges borrowers to submit outstanding documents. No lead falls through the cracks, and your response time drops from hours to minutes.
Can Dewx track documents for each loan file?
Yes. OPS Hub lets you create document checklists for each borrower and track what has been submitted, what is pending, and what is expired. Dew AI can automatically send reminders to borrowers for outstanding documents like pay stubs, tax returns, and bank statements, saving you hours of phone calls each week.
How does the unified inbox work for a mortgage brokerage?
Portal brings every client conversation into one place - whether they emailed, texted, called, or messaged on WhatsApp. Your team sees a single timeline per borrower, so any loan officer can pick up where a conversation left off. No more digging through email threads or checking multiple apps to find a client message.
Can Dewx send rate lock expiration alerts automatically?
Absolutely. You set the rate lock date and Dew AI sends automated alerts to both the borrower and your team at customizable intervals before expiration. If a lock is about to expire, the system flags it in your dashboard and can trigger outreach to discuss extension or re-lock options.
Does Dewx integrate with my loan origination system?
Dewx is designed to complement your existing LOS, not replace it. You can import lead data via CSV, and our API allows integration with popular platforms. The key difference is that Dewx handles the client relationship and communication layer that most LOS systems do poorly - the nurturing, follow-ups, and multi-channel messaging.
See what agencies Dew replaces
Explore how Dewx replaces specific agency types
Ready to close more loans with less effort?
Join mortgage brokers who have cut their response time in half, eliminated document chasing, and grown their pipeline with Dewx.