Applicants hear back in your voice, lender conditions get chased politely, and past clients hear from you well before their mortgage renewal.
A day at Keystone Mortgage Group, an example mortgage broker. The business and the numbers are illustrations.
What kind of business do you run?
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.
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.
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.
Every job above is priced on its own. Start with one.
Mortgage leads often fill in forms with two or three brokers on the same night. After that, every file needs papers only the client can send, and the renewal comes years later. You and your assistant handle all of it between calls. We take the routine messages, so each stage gets a prompt, personal note.
Someone shopping for a mortgage sends the same form to several brokers. They tend to talk to whoever calls first. Most websites send back "We have received your application." That looks the same from every broker, and you are on another call.
Chip replies in minutes, in your voice. He asks what they are buying and when they need to close, and offers call times. He quotes a rate only if you give him one. Know who to call first puts the closest closing dates at the top of your list.
A client gets pre-approved and starts looking. Weeks pass with no word. Their rate hold has an end date, and they may have forgotten it. If they find a house on a Saturday, you want to hear about it before they sign anything.
Follow-ups that never stop checks in on a schedule you set, with a short, friendly note. It reminds them when the rate hold ends and offers a quick call. Bookings, reminders and rebooking puts that call in your calendar.
After you submit, the lender comes back with a condition: an updated pay stub, a letter about a deposit, a signed form. Your client is at work, the text sits unread and the closing date gets closer. A generic "documents outstanding" email is easy to ignore.
Your client gets one link that says exactly what is needed, in plain words, and takes a photo from their phone. If nothing arrives, Chip sends a polite nudge until it does or you step in. Forms, intake and surveys and Follow-ups that never stop do this. Financial papers need more care than most data, so documents go to a secure dashboard for your team, encrypted at rest and locked down.
You know a client's renewal date the day the mortgage funds. Years later the lender mails a renewal offer. The client is busy, and signing it is the easy choice. A mass email headed "Your renewal is coming" looks like it came from the lender.
Months before each renewal date, Chip drafts a short note from you that mentions their term and offers to look at the market. Anyone who says yes gets a call booked. Win back quiet customers does this.
Every Simplet is its own small product with its own price. Take one, try it for a month, add another when you're ready.
You don't log in to a new system or train your staff. Chip runs everything on our side. You approve from your phone, or let him run.
Choose one Simplet or several. Each has its own price, and there are no bundles to decode.
A short setup form, about 20 minutes, connects your calendar, forms and phone number and learns how you write. We test it on your own enquiries before it goes live.
Anything written in your name waits for your OK in one simple list, unless you have told Chip to send it on his own. Urgent things reach your phone right away.
Each Simplet has its own price. Pick one, run it for a month on real applications and add another only if you want it. There is no package to buy.
No. He answers routine questions, collects details and books calls. Advice and rates stay with you. He uses a number only when you have given it to him.
Both stay in place. Your assistant keeps the conversations that need a person. Routine notes can go out on their own, or your assistant can look first. Up to you. We link to your mortgage software where it lets us. Renewal notes need each client's renewal date on file, so they run on a CRM, and we can set up SimpleUP CRM for that.
Yes. Your brokerage name and licence number go on anything sent for you. We set things up to fit your provincial advertising rules and Canada's anti-spam law (CASL).
Chip is the SimpleUP robot. He stands for the AI tools that do the routine work in your Simplets, like replying to new enquiries and sending reminders. Behind him is our Canadian team, who set everything up and look after it.
More questions? See the full FAQ.
See a day of it working, then pick the one you want.
