Applications to Approvals, Streamlined.
Applications, document chases, and the borrower who never answers. CxTrack runs the middle of the deal so you close the front of it.
Sound familiar?
The daily friction that quietly costs mortgage brokers teams revenue.
How CxTrack solves it
Pre-configured for mortgage brokers teams. Ready to use from day one.
Application Pipeline
Track mortgages from Pre-Qualification through Application, Processing, Underwriting, Approval, and Closing.
AI Voice Agent
Handles rate inquiries, pre-qualifies borrowers, and schedules consultations. Even explains required documents.
AI Quarterback
Flags stale applications, missing documents, and borrowers who need status updates.
Document Tracking
Checklist-based document collection with automated reminders for outstanding items.
Real-world use cases
How mortgage brokers businesses use CxTrack every day.
Rate Shopping Season
Spring hits and rate inquiry calls double. You're in meetings and miss half of them.
AI handles rate inquiries, captures borrower details, and books consultations. You call back qualified leads only.
Document Collection Bottleneck
A borrower's application stalls for 2 weeks because they haven't submitted their income verification.
Automated reminders go out at day 3, 7, and 10. Quarterback escalates to you if still missing at day 14.
Multi-Lender Submission
You need to submit one application to 3 different lenders and track each separately.
Multi-pipeline support tracks each lender submission independently while linked to the same borrower record.
Your pipeline stages
Stages are fully customizable. This is the starting template.
Your CRM speaks Mortgage Brokers
Mortgage Brokers FAQs
Can the AI voice agent discuss rates?
The agent can provide general rate ranges based on your configured parameters and qualify the borrower's basic information before scheduling a consultation with you.
Does it track required documents per loan type?
Yes. Custom fields and checklists can be configured per loan type (conventional, FHA, VA, etc.).
Can I manage multiple lender relationships?
Yes. Supplier management features let you track lender relationships, rate sheets, and submission history.
Ready to run your mortgage brokers business on CxTrack?
Contact us and we will scope exactly what to build and run for your business.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.