Lenders
Fund more deals. Chase fewer documents.
Lending runs on follow-up: leads to call back, conditions to collect, brokers and borrowers asking for status, and owners waiting on a report someone builds by hand. We build the CRM, lead-generation workflows, portals, and automations around how your shop actually originates and services loans.
Sounds familiar?
- New leads wait hours for a first call while the team works the pipeline.
- Borrowers get the same document request three times by email.
- "Where's my file?" calls eat the processor's day.
- The pipeline report is a spreadsheet someone rebuilds every Monday.
What we build.
Every step runs through the Ticket Portal — status, owner, logs, no mystery.
- 01
Leads that get worked.
Agentic lead-generation workflows that find, qualify, and route prospects, with consent and follow-up rules your compliance team signs off on.
- 02
A CRM built for lending.
Borrowers, brokers, referral partners, and deals in one place, with stages that match your process instead of a generic sales pipeline.
- 03
Portals instead of chasing.
Secure borrower and broker portals for documents, conditions, and status, so updates stop living in inboxes.
- 04
Oversight without the spreadsheet.
Live views of pipeline, turn times, and portfolio health, plus automation for the repetitive work in between.
What you end up with
Leads hear back while they're still interested, files move without the chase, and you see the whole book without asking for a report.
Other industries.
Construction & Trades
Quotes in inboxes, job costs in notebooks, schedules on a whiteboard. We wire quoting, dispatch, and job tracking into one flow your crew actually uses.
See what we fixProfessional Services
Agencies, accountants, consultants — client work tracked in five places and retainers nobody can see. We make client work and time visible end to end.
See what we fixOperations & Field Services
Distributors, logistics, maintenance — dispatch by spreadsheet and stock counted by memory. We connect orders, inventory, and the field into one source of truth.
See what we fixRetail & E-commerce
Shopify, marketplaces, inventory, shipping — each in its own tab. We stitch storefront, stock, and fulfilment together so nothing falls between platforms.
See what we fixTHE SMITHERS FIELD GUIDE
A useful place to start.
Replace trigger leads with a mortgage lead plan
Build a post-HPPA acquisition plan with a channel register, borrower-permission fields, follow-up owners, and a small-cohort review worksheet.
Keep Canadian mortgage renewals on a live queue
Create a maturity-based renewal worklist with a timing worksheet, accountable owners, contact checks, and a way to reconcile every loan due.
Make Canadian mortgage records retrievable for FINTRAC
Build a transaction record index with evidence pointers, owners, dates, retention fields, and a safe retrieval test for covered mortgage businesses.
Got something
long and annoying?
Send it over. We scope it, ticket it, and get it off your desk.