The First AI Mortgage
Operating System.
Zero navigation. Zero data entry. Zero CRM.
Meet Lia
Your AI loan officer assistant
Lia listens to your calls, reads your pipeline, and surfaces exactly what needs your attention, with action cards you can execute in one tap.
● Lia is listening...
"Good morning Marcus. You have 3 hot leads and one stalled loan that needs attention. Angela Torres opened your rate sheet twice this morning."
Hot Lead: Angela Torres
Intent score: 94
Opened rate sheet 3x in 10 min. She's ready to talk. Highest intent lead right now.
Draft ready · you approve every send
Stalled: Brandon Lee
Clear to Close · 5 days no activity
Brandon's loan stalled at CTC. Missing lender confirmation. Lia drafted a follow up.
Review Request: Sarah Kim
Funded 7 days ago
Perfect time to ask for a Google review. Lia has drafted a personalized message.
Action Required
Surfaced
MG
Maria Garcia
Pre-approval expiring in 4h
Lia's suggestion
"Maria's pre-approval expires in 4 hours. I've drafted a renewal reminder and the follow-up email for your review."
Lia Active
Drafted
Draft ready for review
Rate lock follow-up for Brandon Lee
You review, you send
You review, you send
safe work · tcpa verified
Real-Time Sync
Synced
14
Loans Synced Today
78% of pipeline fully synced
MeridianLink Mortgage · live
Your Morning
Briefing.
Lia has audited your entire pipeline while you slept. Here are the shifts that matter most this morning.
Review Full Brief2 Critical
2
Missing closing disclosures in pipeline
$896K
$896K
Funded in the last 24 hours
92%
92%
Borrower document completion rate
4 New
4
High-intent leads surfaced from CRM
Enterprise-Grade Data Security
Secure Data Intelligence
Your LOS & CRM
››
Encrypted
»›
AI Operating System
Lia connects to your existing stack over a read-only, least-privilege link and works entirely from operational signals. Your borrowers' sensitive data stays in your system of record, encrypted in transit and at rest.
LOS and CRM agnostic
Lia layers on top of the systems you already run. No rip and replace, and no lock-in to any single vendor.
Encrypted end to end
Every connection is encrypted in transit with TLS, and data is encrypted at rest, following industry-standard security practices.
No sensitive PII
Lia reads the operational signals it needs, such as loan stage, milestones, and timing. It does not pull or store SSNs, account numbers, income, or credit data.
Read-only and least privilege
A scoped, read-only connection. Lia never writes back to your system of record, so your data stays the source of truth.
MTD Funded
$14.2M
+13% increase from last month
Cycle Velocity
18.4 Days
4.2 days faster than industry average
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Lia is rolling out to mortgage teams now. Drop your email and we'll reach out within 24 hours.
No spam. Nima will personally reach out.