For mortgage brokers

The mortgage document chase runs without you.

Pick one job or ten. Each one runs quietly on a computer set up for your business, does the work overnight, and waits for your OK.

Nothing goes out without youEvery reply, order and reminder waits for your OK.
Priced one job at a timeFrom $49 a month. No bundles, cancel any month.
One computer, many worlds

Your day, handled. You just tap Approve.

A day at Keystone Mortgage Group in Hamilton. Same computer, their jobs.

Skip the tour and see the jobs ↓
Morning · Mortgage broker · Hamilton

7:35 AM The document chase runs without you.

Each applicant gets one checklist link for pay stubs, ID and down payment records. Anyone missing an item gets a polite nudge on day 1, 3 and 7, so files are ready for the lender sooner.

Midday · Mortgage broker · Hamilton

12:30 PM Renewal season has its own page.

Homeowners renewing in the next six months land on a simple page that explains their options in plain words and lets them book a call. No rate promises, just a conversation.

Evening · Mortgage broker · Hamilton

8:40 PM Past clients hear from you every month.

The monthly update explains what changed in the market in plain words, with no predictions. Clients who closed this month were each asked for a Google review, with a private reply option for anyone with a concern.

The directory

A desk full of possibilities.

Every job is its own small product with its own price. Take one, try it for a month, add another when you're ready.

What would you hand off first?

See all 23 jobs

How it works

Three steps. No software to learn.

You don't log in to a new system or train your staff. We run everything on our side and you approve from your phone.

  1. Pick the jobs

    Choose one job or several. Each has its own price, and there are no bundles to decode.

  2. We set it up

    A short call to connect your calendar, forms and phone number and to learn how you write. We test it on real enquiries before it goes live.

  3. You approve, it runs

    Anything written in your name waits for your OK in one simple list. Urgent things reach your phone right away.

Questions

Straight answers.

What exactly am I buying?

One job, done for your business every day, such as answering new enquiries or chasing overdue invoices. We set it up on a computer signed in to your tools, look after it, and you approve what it produces.

Do I have to buy a package?

No. Every job is priced on its own. Start with one and add more when you see it working. If you want several jobs together, we can package them for you, and if you need something custom that is not in the directory, get in touch.

Will it send anything without asking me?

No. Replies, orders and reminders are drafts until you approve them. The only thing that happens straight away is a heads-up to you when something urgent comes in.

What if I don't use SimpleUP CRM?

Most jobs work with your email, calendar and website forms on their own. A few, like keeping your customer list up to date, need a CRM, and we can set that up too.

Where is my data?

In the tools you already use. The computer works inside them; it does not move your customer list somewhere new.

Start with the job you dread most.

Tell us which one. We'll show it working on your own enquiries before you pay for a month.