Inboxtive reads every lender email, reasons over it against your CRM and loan file - then acts. Conditional approvals communicated, document requests chased, clients updated. In under 30 seconds.
Real mortgage broker scenarios. Real Inboxtive responses. Clients notified, CRM updated, documents chased - automatically.
Inboxtive works with the CRM and document tools your brokerage already uses - no migration, no rebuilding workflows.
Brokerages track every application stage, lender conditions, and client touchpoint here - lender updates and client chasers must match the live loan file.
Inboxtive: Application status lookup, client notifications, task creation, and broker alerts.
Settlement files, conditions, and document checklists live here - one missed requirement from a lender email can delay settlement.
Inboxtive: Document management, condition tracking, and settlement file coordination.
Brokers live in email - lenders, clients, and conveyancers all send updates that must be matched to the right application quickly.
Inboxtive: Full inbox monitoring for lender, client, and conveyancer emails - matched to the correct loan file.
Brokerages track commissions, invoices, and clawbacks here - emails about fees and payments need accurate ledger updates.
Inboxtive: Commission tracking, invoice creation, and payment reconciliation for brokerage fees.
Full use cases with sample emails, CRM logic, and automation flows for mortgage brokers.
No spam. We'll also send you a short intro on how Inboxtive works.
Most teams are connected and processing real emails within 48 hours, with implementation handled alongside your team.
No. Inboxtive works on top of your existing systems, orchestrating actions and keeping records updated in the tools you already use.
It handles high-volume operational emails such as requests, updates, exceptions, escalations, and follow-ups across connected systems.
Yes. Smart Draft mode lets your team approve every response, while Full Automation mode can run trusted workflows automatically.
Every action is tracked with an audit trail, including the context used, decisions made, and updates written back to your systems.
Book a custom demo and we'll walk through your lender email types, your CRM setup, and your client communication workflows.
No migration · No rebuilding workflows · Live within 48 hours