Core product
Build the complete file
Collect from the portal or inbox, match every document, check what arrived, and prepare underwriting review.
Fix & Flip · Bridge · Ground-Up · DSCR
Completely white labelAI agents that move more loans.
A borrower calls or starts a chat under your brand. Antal qualifies the deal, opens the application, checks every document, and prepares the file for underwriting. Your team can step in at any moment or let the agents continue.
Your name. Your domain. Your portal, emails, documents, and borrower messages. Antal stays behind the scenes.
Voice intake and agents that work on websites are in controlled rollout
- ~3 min
- To first terms
- 1 file
- Call · chat · email · documents
- Any time
- Your team can take over
AApex CapitalBorrower portalAI loan officer · online
Borrower · voice preview
Alex Morgan · 2046 Maple Ave, Dallas TX · purchase + rehab
Apex AI loan officer
Application started · Fix & Flip
Term sheetDrafting…
Amount$379,000
Rate9.25%
Term12 mo
Review & acceptAsk a question
Message your loan officer…
- Borrower qualified
- Application started
- Term sheet ready
Illustrative deal · your name · your domain · no Antal branding
As featured in
How a loan moves
From first hello to a file ready to approve.
No re-keying. No wondering who has the document. Every call, message, form, and file keeps moving in the same loan record.
01
A borrower calls or chats
Under your name and domain, the AI collects the borrower and deal basics, qualifies the opportunity, and starts the real application. Chat is live today; voice intake is in controlled rollout.
Voice · controlled rollout02
The application keeps going
The borrower gets the next question, form, or action right in the conversation. Your team can join the same thread at any time.
One borrower thread03
Documents find the file
A document can arrive through the portal or your inbox. Antal identifies it, attaches it to the right loan, and checks what came in.
Classified · checked · attached04
The whole file gets checked
The underwriting agent reads the application, documents, property data, and your rules together. Missing items and exceptions rise to the top.
Ready for your decision05
You choose how far it goes
Take over the conversation or file whenever you want. Or let the agents keep moving the work until the next approval is yours.
Human when you want itCompletely white label
One system. Your identity on every borrower touchpoint.
Portal
Apex Capital Loan Center
Domain
loans.apexcapital.com
Messages
Alex at Apex Capital
Documents & e-sign
Apex Secure Upload
Product features
One operating layer for the work between systems.
See the complete borrower workflow, document operations, connected agents, human controls, and Skill Recorder preview on the Features page.
Controlled rollout
Work across your systems
Use approved workflows across CRMs, calendars, Drives, spreadsheets, Teams, and partner websites.
Preview
Record a reusable skill
Demonstrate the work once, review what the agent learned, then replay the approved skill for another loan.
You stay in control
Let the agents run. Step in whenever you want.
Agents can
- Answer borrowers and keep the application moving
- Collect, file, and check documents
- Prepare terms and underwriting
- Update connected apps and partner sites
- Watch every loan for the next step
People decide
- The credit decision
- Every exception
- Closing and every dollar that moves
Best fit
Private lenders and mortgage brokers that want the work to move.
Private lenders originating 10 to 500 loans per month
Mortgage brokers who do not want to chase paperwork
Not a black-box credit engine. The final call stays yours.
Questions lenders ask
Simple answers.
See Antal on your workflow
Bring us one loan.
Show us how the borrower comes in, where documents land, how underwriting happens, and which other systems your team touches. We will map the first agents around the way you already work.
- The borrower journey
- The document and underwriting flow
- The first agent for a controlled pilot