AI agents for mortgage.

Intelligent agents that automate the entire mortgage workflow, from borrower intake to lender-ready packages. Purpose-built for compliance and speed.

Partner with us See the technology →
app.claratech.ai/pipeline
Pipeline
Documents
Lender Match
Clara AI
Active Pipeline
AI Processing
47Active Leads
12Docs Processing
8Lender Matched
94%Approval Rate
BorrowerLoan TypeAmountStatusAgent
Jamie OkaforPurchase$485,000MatchedMatching Engine
Priya MehtaRefinance$620,000ProcessingDoc Agent
Tom LeblancInvestment$1,200,000TriageLead Agent
Karen WuAlt. Lending$890,000MatchedMatching Engine
Document Analysis
AI Review
PDF
T4_2024_JOkafor.pdf
3 Issues
● Major (1)
Employment income doesn't match NOA. $2,400 discrepancy between T4 Box 14 and line 15000.
● Medium (1)
Document is 14 months old. Most lenders require within 90 days.
● Minor (1)
Employer name partially obscured. Recommend requesting a cleaner copy.
Meridian Corp.
$87,600
2024
***-***-789
Lender Matches
3 Found
Equitable Trust
Alt-A Residential
85%
Income verifiedLTV ≤ 80%Strong exit
Bridgewater Capital
Private Lending
78%
Flexible incomeUrban property
Pacific MIC
MIC Portfolio
72%
Self-employed OKQuick close
Clara AI · Borrower Intake
Live
Call connected · Inbound lead via web form
Hi Priya! I'm Clara, an AI mortgage assistant. I see you're interested in a home purchase. What price range are you considering?
Around $450–500K. First-time buyers, both employed full-time.
Great position. What's your combined household income, and do you have a down payment saved?
About $140K combined. We've saved roughly $60K.
Excellent. 12%+ down with strong income gives you great options. I've identified 3 lenders with competitive rates. Connecting you with a senior advisor now.
✓ Qualified · Score: 87 · Routed to advisor
Backed by
ElevenLabs
Microsoft
Nvidia
Technology

Multi-agent AI architecture built for mortgage complexity.

Proprietary agents that automate the entire workflow, from lead intake to lender-ready packages. Each is specialized, compliant, and designed to amplify human expertise.

01

Lead Triage Agent

Instant qualification via SMS, WhatsApp, voice, and web. Responds in seconds.

02

Document Processing Agent

Extracts data from any format. Checks compliance. Builds lender-ready packages.

03

Matching Engine

Maps deal structures to lender criteria. Optimizes for approval probability and rate.

InputProcessMatchOutput

Lender-Ready Package

Complete, compliant, optimized for approval

✓Bank-grade encryption
✓FSRA compliance
✓Human-in-the-loop

Why Clara

Built for brokers who want to close more deals without adding headcount.

50+

Lenders, one application

Your borrower's profile is matched against 50+ alternative lenders simultaneously. No more shopping deals one lender at a time.

24/7

Leads never wait

Clara responds to inbound leads in seconds via SMS, WhatsApp, and voice. Every lead is qualified and routed before your team opens their laptop.

0

Manual data entry

Documents are processed, data is extracted, and lender forms are populated automatically. Your team reviews and approves. That's it.

3x
Conversion vs. industry average
90%
Less time on manual processing
24h
Lead to term sheet, not weeks

Ready to automate your mortgage workflow?

We work with forward-thinking brokerages and lenders who want to move faster and convert more.

Partner with us Request a demo