A morning brief
What needs your attention today, and what she’d do about it.
Mortgage
Built for mortgage offices.
An AI operations assistant for mortgage offices. She answers rate and pre-approval inquiries while they’re still warm, flags what is worth a call, and keeps the file moving under your brand. Anna recommends. You decide. She does not give lending, legal, or tax advice.
First
She helps run the business
Pipeline watch
The document that hasn’t come back, the borrower who’s gone quiet, the date that’s about to slip — flagged before it becomes a problem.
A plan, not a pile of notes
Stale pre-approvals and past borrowers flagged when they’re worth a call, and why.
Talk it through
Call or text her to work out where a file stands, what’s on the calendar, or who to call first.
Anna recommends. You decide.
What a morning with Anna looks like
She brings a short brief before the lock desk and the phone pile take the morning. Rate and pre-approval inquiries that came in and still need a person. A stale pre-approval or a past borrower she would flag for a call, and why. A Realtor partner waiting on a status. You decide what gets worked. Anna does not quote rates, give lending advice, or approve anyone. She keeps your pipeline moving and gets the borrower to you.
Illustration of how the morning brief works. Not a real client.
Then
She keeps everything moving
Follow-up on schedule
Follows up with every lead on schedule, so nothing dies in the CRM. Speed-to-lead runs only with documented prior express written consent. No cold AI dialing.
The real calendar
Books consultations and calls onto your real calendar. Sends confirmations and reminders.
Partners in the loop
Realtor partners kept in the loop on the status you approve. She does not invent a milestone.
The CRM
Logs every conversation in your CRM with context. Your contacts. Your consent file.
And she never misses a call
Every call and text answered, 24/7, under your name and number. Rate and pre-approval inquiries answered while they’re still warm. When something needs you, you hear about it right away.
Where the line is on referrals
Alpine does not move lead data between a real estate brokerage and a lender. A brokerage's contacts stay in the brokerage install. A lender's contacts stay in the lender install. Separate agreements, separate numbers, separate lists.
Where a brokerage has an affiliated lender, the only bridge we will build is one the consumer chooses. Anna can tell a buyer that an in-house lender exists and ask whether they want an introduction. If the buyer says yes, the introduction is made with their consent and the lender install takes it from there. If they say no, that is the end of it. Nothing is required, nothing is hidden, and nothing Alpine builds ties compensation, scoring, or reward to how many introductions are accepted.
That structure lives inside the affiliated-business rules under RESPA. We will not turn it on until the client's own counsel has reviewed it and the two installs are papered separately. If someone asks us to skip that step, the answer is no.
File and CRM copilots are a different product from this install. The category contrast is AI operations assistant vs an answering app. Kalispell is home.
FAQ
Mortgage, asked plainly
Straight answers. No theater.
What does Anna do for mortgage and lenders?
Anna is a done-for-you AI operations assistant for mortgage offices — not a DIY chatbot signup. She answers rate and pre-approval inquiries, flags stale pre-approvals and past borrowers when they are worth a call, and keeps Realtor partners in the loop. Anna recommends. You decide. She does not give lending advice. Your contacts. Your consent file. Your calendar.
What is speed-to-lead for a lender?
A speed-to-lead AI call back with documented consent. When a new application or inquiry hits, Anna calls them back in seconds. If the call does not connect, she texts from the same number. Voice and SMS are one brain. Outbound only runs on contacts with prior express written consent.
Will she cold-call a lender list?
No. Alpine does not do cold AI calling. Outbound voice and text run only with documented prior express written consent. That is a hard line.
Do you route leads from a brokerage to a lender?
We do not move lead data between them. Where a brokerage has an in-house lender, Anna can tell a buyer the lender exists and ask if they want an introduction. The buyer decides. That bridge is built under the affiliated-business rules, reviewed by your counsel, and turned on only after both installs are papered separately.
Next step
Bring the lender line. Not the brokerage list.
Intake is a conversation, not a signup. We will tell you if Anna is the wrong fit.