Pipeline, leads, Refi Radar, the owner's P&L, coaching, recruiting — one login for the whole branch, and MAVIS, an AI chief of staff who has read every loan file, checked every deadline and composed the day for every seat by 7:10 each morning. Built inside a producing branch, by the people who run it.
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The one file that bites if it waits, with the reason on the card. The week's closings with dollars attached. Who needs a 1:1.
File Setup → Processing → Underwriting → Clear to Close → Funded, with days-in-stage, conditions and documents on the file, and a send-back that lands where it should.
Inbound leads logged, scored and queued around the clock; a call queue that says who is next and why; claim times you can show a partner.
Every Monday the funded book is swept against the market and the past clients who are in the money are ranked, with a draft ready to send.
Funding-basis revenue by file, LO comp, processing income, overhead, the branch reserve — reconciled against the corporate statement, visible to the owner's seat only.
Officer pacing and coaching in real time; a recruiting pipeline run like a loan pipeline; a University that ramps a new officer in weeks; Monday's meeting deck that builds itself.
Access is enforced at the database, not politely requested in the browser: financials render for the owner's seat only, officers see their own files, and MAVIS answers each seat with what that seat may see.
A short call about your branches and volume; your roster, pipeline and targets come in from the exports you already have; your team logs in to a composed desk. MAVYN takes on a handful of rollouts at once — yours gets the builder in the room.