01
Where each file stands
A spoken status note after every touch, so the answer to “how are we doing?” takes ten seconds.
- “The Carters are in underwriting, two conditions outstanding”
- “Where did we leave things with the Carters?”
Mortgage CRM
A mortgage CRM and AI assistant for loan officers that knows where every file stands.
Hey Alix is a mortgage CRM and AI assistant for loan officers and mortgage brokers that you update by voice. You say where a file stands, which documents are still out and who needs a call back; it reads the entry back and saves it after your “yes”. It tracks your follow-ups. It does not price loans, submit applications or give financial advice.
02
Which documents are missing
Each missing item is a task on the borrower with a date, not a line buried in a thread.
- “Still need Mr. Green's last two pay stubs. Chase him Thursday.”
- “Mrs. Fox owes me the gift letter”
03
Who to call back
The Realtor who wants an update, the borrower who asked a question at 6 p.m.: each gets a task.
- “Call Dana at the listing office tomorrow at nine about the appraisal”
- “What do I have today?”
04
Dates that cannot slip
Lock expirations, contingency dates and closings are said once and sit in your tasks and calendar.
- “The Nguyens' lock expires on the 22nd. Task to check the file on the 15th.”
- “Closing for the Millers, Friday at two”
A loan officer's day is other people's paperwork
You rarely lose a deal on the big things. You lose days on small ones: the bank statement that came in missing a page, the employment verification nobody chased, the borrower who said “I'll send it tonight” two nights ago. Each file has five of these open at once, and you have twenty files.
Meanwhile everyone wants a status. The buyer's agent, the listing agent, the borrowers themselves. The origination system holds the official record, but the running story of who promised what to whom lives in your head and your call log. That story is what Hey Alix is for.
What you would actually say to it
Talk to it between calls, in the browser on your phone or at your desk. Use the words you already use. It works out the borrower, splits the sentence into a note and tasks, understands “Thursday” and “the 15th”, and reads everything back before saving.
- “Just talked to the Carters. Appraisal came in at value. Underwriting wants a letter explaining the large deposit in March. Task for them by Wednesday.”
- “New lead: Marcus Hill, referred by Dana, first-time buyer, wants to talk pre-approval. Call him tomorrow at ten.”
- “Note on the Greens: he switched jobs in January, same field.”
- “What's overdue?”
- “What's on tomorrow?”
What goes on a borrower's card
Keep what helps you run the conversation, not a copy of the application. Who referred them and which agent they are working with. What they are trying to do: first home, move-up, refinance. The dates in the contract. What is still out and who is supposed to send it.
Then the human details. She travels for work and answers texts, not calls. He is anxious and wants an update every Friday even when nothing has moved. The parents are helping with the down payment. After closing, the card is still there: when they call in three years about a refinance, you ask what you know about them and hear it.
What it does not do for a loan officer
Hey Alix does not calculate what someone can borrow, quote rates or run pricing. It does not take or submit applications and it has no connection to banks, lenders, credit bureaus or your loan origination system. That system stays the record for the loan; Hey Alix does not replace it.
It gives no financial advice, to you or to borrowers. It never talks to your clients at all. It also does not send the status emails or document requests for you; it sets the task so you do. And borrower documents belong in your secure document portal, not in a notes tool. Keep sensitive identifiers out of your spoken notes.
Today, and what is planned
Today Hey Alix runs in the browser on phone and computer, with nothing to install; you need a microphone and an internet connection. Deadlines work as dated tasks and meetings that you ask about: “what's due this week?” The assistant speaks English and Polish. Access is by waitlist and pricing has not been announced.
Planned and not yet available: reminders where the assistant speaks up on its own, for example when a document task is due or a borrower has been waiting on an answer, plus apps for iOS and Android and hands-free calls through CarPlay.
Questions
A CRM, and a light one: borrowers and partners, notes, tasks and meetings, kept by voice. It is not a loan origination system and does not connect to one. The loan file itself stays where it is today.
Yes, as tasks on that borrower. Say what is missing and when you want to chase it. Ask about the borrower, or ask what is due this week, and it reads the open items out.
No. Hey Alix does no loan math and gives no financial advice. It records what you tell it and answers from your own notes.
No. It does not send email or messages and does not talk to anyone but you. It can hold a task such as “update Dana on the Carter file Friday” so the update happens.
Yes. A real estate agent or builder who sends you business can have a card too, with notes on what they asked for and tasks to call them back.
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