AI agents for mortgage.

AI-assisted tools for borrower intake, document review, and lender-criteria comparison, designed to support consistent professional oversight.

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Illustrative product demo · fictional borrower data and example outputs · professional review required

app.claratech.ai/pipeline
Pipeline
Documents
Lender Match
Clara AI
Active Pipeline
AI Processing
47Active Leads
12Docs Processing
8Lender Matched
4Review Stages
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.

Specialized AI-assisted tools can support lead intake, document review, and lender-criteria comparison while keeping licensed professionals in control.

01

Lead Triage Agent

Supports intake across SMS, WhatsApp, voice, and web using brokerage-defined triage rules.

02

Document Processing Agent

Extracts configured fields for review and helps prepare document packages for professional validation.

03

Matching Engine

Compares deal attributes with configured lender criteria to support a professional's review.

InputProcessMatchOutput

Review Package

Example output prepared for licensed professional review

✓Configurable workflow controls
✓Configurable compliance checks
✓Human-in-the-loop

Why Clara

Built for broker teams that want to review mortgage workflows in one place.

Criteria

Compare lender criteria

Compare borrower and property attributes with lender criteria configured for the brokerage. Availability and fit depend on the file and current lender policies.

Channels

Support inbound intake

Collect initial details across configured messaging, voice, and web channels for team review. Qualification and routing remain subject to brokerage rules.

Review

Prepare document data

Extract configured document fields and prepare workflow data for validation. Your team remains responsible for reviewing and approving every output.

Review
Licensed professionals stay in control
Flexible
Workflow stages and checks are configurable
Visible
Example outputs and assumptions can be reviewed

Ready to automate your mortgage workflow?

We work with brokerages and lenders exploring more consistent, reviewable mortgage workflows.

Partner with us Request a demo