Run your mortgage practice on autopilot.
Stop losing pre-approval leads to the bank down the street. Harmony replies in minutes, qualifies the borrower, chases the docs, and updates your realtor partners, while you close loans.
WhatsApp
Salesforce
OutlookYou're not just a broker. You're four jobs.
Loan officer. Document chaser. Rate watcher. Realtor liaison. Closing loans is what you got licensed for, everything else just lands on you.
- A pre-approval lead at 11pm you forgot to reply to.
- Chasing borrowers for the same documents three times.
- Lender portals you have to check separately every morning.
- Realtor partner updates piling up after every listing.
You close. Harmony does everything around it.
Picture this: every pre-approval inquiry replied to in 60 seconds, every borrower nudged for the missing W-2, every realtor partner updated on the closing pipeline. Harmony does all of it, in the background, while you fund.
Whatever you finance, however you fund it.
Workflows we automate for you
Built, managed, and improved by our team so you do not have to wire up another tool yourself.
Reply before they walk into the bank.
- Respond to pre-approval inquiries instantly
- Auto-qualify borrower fit
- Book the discovery call while urgency is high
- Re-engage cold leads before they refinance elsewhere
Never lose a pre-approval inquiry.
- Respond to inquiries instantly
- Qualify borrowers automatically
- Schedule discovery calls
- Re-engage cold leads
Documents in, on time.
- Auto-request docs by stage
- Send reminders for missing items
- Verify completeness
- Maintain status updates
Stay on top of every file.
- Track files across lender portals
- Surface conditions and updates
- Draft status emails
- Compare rate sheets
Realtors and past clients stay in the loop.
- Send realtor partner updates
- Share weekly closing pipeline
- Generate marketing assets
- Maintain post-close relationships
10× the work of a traditional agency.
Harmony AI
- Pre-built world class AI platform
- Multifold faster deployment
- Niche expertise in communication and admin work
- Better user experience with our desktop app
Traditional agencies
- Creates new solution from scratch everytime
- Expensive and slow
- No niche expertise
- Substandard user interface (if any)
You became a broker to close loans. Start closing again.
Customized to your LOS, your lender portals, and your CRM. Live in two weeks, then we keep tuning it with you, so you can spend the day closing loans instead of chasing paperwork.
Vishal Singh, Founder