A

Buying a home
means paperwork.

The shoebox
IMG_4471.HEIC chase_1234.pdf W2_2025 (2).pdf paystub_scan.png Fidelity_brokerage.pdf LLC_operating_acct.pdf gift_letter.docx savings_stmt.pdf drivers_license.jpg
Meet your agent

Hi, I'm AMY.

Hand me the shoebox — however messy.
I'll turn it into a loan file underwriting actually trusts.

One box. No forms.
Drop everything in
0 files received
Watch her think
Dropped in
IMG_4471.HEIC chase_1234.pdf W2_2025 (2).pdf scan_003.jpg paystub.png Fidelity_stmt.pdf venmo.png LLC_ops_acct.pdf gift_letter.docx
AMY
Reading documents…
Organized file
Income0
W-2 · paystub · YTD reconciled
Assets0
Bank · brokerage · gift funds
Business0
Separated from personal
Identity0
ID · address · SSN match
Brokerage detected · Fidelity ••8102 — 340 shares AAPL, 120 MSFT → eligible assets
Business vs. personal · LLC operating acct ••4471 split out, excluded from reserves
Statements reconciled · 3 months, deposits tie to payroll, variance $0.00
Large deposit sourced · $18,400 traced to gift letter — flagged for the file
In minutes, not weeks
Qualifying income$9,833/moreconciles ✓
Eligible assets$164,2084 accounts
Brokerage detected$65,168340 AAPL · 120 MSFT
Business accountExcludedsplit from personal
Pre-approved · $512,000
The same file — every seat at the table
ApplicationGary G. · $431k
DocsRita R. · $296kDavid N. · $399k
UnderwritingOlivia O. · $388kAMY · organizedSam O. · $355k
ConditionsWilliam W. · $512k
Clear to closePriya P. · $605k
FundedElena S. · $474kwire confirmed ✓
Loan OfficerProcessorUnderwriterManager
AMY does the rote work — and only the rote work
AutoSourced $18,000 gift deposit → gift letter attached98%
Needs youAveraged 2-yr Schedule C income → drafted memo91%
AutoCleared "recent paystub" condition from upload96%
AutoDetected missing statement page → messaged borrower99%
Every number has a receipt
Base employment$9,833/mopaystub · p.1 · 99%
YTD gross$68,831W-2 · box 1 · 98%
Fidelity brokerage ••8102$65,168detected · itemized
Motor City Logistics ••4471$41,320business · excluded
"Income reconciles. Assets verified. I decide — I don't dig." — the underwriter
A

The mortgage that runs itself.

For borrowers — and the teams who close them.

Demo. Fictional product; illustrative figures. Equal Housing Opportunity.

AMY · demo reel
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