Good morning, Edwin 👋
🔴 Urgent — Do first
🟡 Do by noon
🟢 This afternoon
📅 Today's calendar
📧 Drafts ready for review
💡 Gmail updates
Daily Task Manager
All tasks across all deals in one place
All Deals
0 deals
Lead Pipeline
Quick capture — convert to deal when ready
New Deal
Fill what you have — everything editable later
👤 Buyer
🏢 Buyer's Realtor
🏘️ Listing Agent
📝 Notes
1003 + AUS Full Review
Upload 1003 PDF + AUS Findings — Full LP and UW analysis of every section
📋 Upload 1003
📋
Upload 1003 PDF
AI reads every section automatically
📊 Upload AUS Findings (Optional but recommended)
📊
Upload DU Findings or LP Feedback
Dramatically improves accuracy
Additional context
Income Analyzer
Upload docs → AI reads every line → plain English explanation → fight the UW
👤 Borrower Info
📋 Shot 1 — Minimum docs to submit
📄
Drop docs here or tap to upload
W-2, 1040, paystubs, bank statements, ID, P&L
Reads every deduction line → flags garnishments, levies, NSFs → plain English explanation
Quick Calculator
Payment, cash to close, DTI — EN and ES output ready to share
🧮 Loan Calculator
Document Checklists
Shot 1 only — bare minimum to submit
Scripts Library
NEPQ-based objection handlers and email templates — EN and ES
AI Scenario Assistant
374 verified lenders · All loan types · Every recommendation confirmed or flagged
Edwin, I am your mortgage AI.
I have access to your complete lender matrix — 374 lenders from Loan Factory, verified guidelines, FICO minimums, LTV limits, DTI requirements, eligible states, and doc types.
I cover all loan types: FHA, Conventional, ITIN, Non-QM, DSCR, Bank Statement, VA, USDA, Jumbo, Commercial, SBA, Bridge.
Every recommendation I give you is either ✅ Confirmed from verified guidelines or ⚠️ Verify with AE when I need you to double-check before quoting.
Ask me any scenario and I give you ranked lenders with specific FICO/LTV numbers, docs needed, deal-killers, and a plain English explanation you can use with your client. Ctrl+Enter to send.
I have access to your complete lender matrix — 374 lenders from Loan Factory, verified guidelines, FICO minimums, LTV limits, DTI requirements, eligible states, and doc types.
I cover all loan types: FHA, Conventional, ITIN, Non-QM, DSCR, Bank Statement, VA, USDA, Jumbo, Commercial, SBA, Bridge.
Every recommendation I give you is either ✅ Confirmed from verified guidelines or ⚠️ Verify with AE when I need you to double-check before quoting.
Ask me any scenario and I give you ranked lenders with specific FICO/LTV numbers, docs needed, deal-killers, and a plain English explanation you can use with your client. Ctrl+Enter to send.
Ctrl+Enter to send
Past Clients
Closed loans — equity tracker — refinance opportunities — referral pipeline
AE Contact Book
Your lender reps — one tap to call or text
License Tracker
NMLS renewals — CE credits — your license is your career
Global Notepad
Type anything — CRM routes to the right client automatically
LenderPrice
Live pricing — opens in new tab
💰
Open LenderPrice
Compare live rates, run pricing scenarios, generate quotes across all lenders.
🔑
Login Page
Go directly to login if you have been signed out.
LenderPrice blocks embedding for security. Opening in a new tab gives you the full experience. Use side-by-side windows — CRM on one side, LenderPrice on the other.
Loan Factory
Your wholesale platform
🏗️
LF Portal
Submit loans, pipeline, all tools.
🏦
All 374+ Lenders
Full directory, rate sheets, AE contacts.
📱
MOSO CRM
Drip campaigns, milestone emails.
💰
LenderPrice
Live pricing engine.
📚
LF Academy
Training, webinars, live sessions.
📞
LF Support
Setup drip campaigns, MOSO training.
Settings
Your preferences and license info
👤 Your Info
Controls how the AI Assistant, deal emails, and all AI-generated content responds
📧 Gmail Connection
Connect your real edwin.matos@loanfactory.com Gmail so every "send email" button creates an actual draft in your real Drafts folder — not just a copy/paste.
🌙 Display
Current: Light
🗑 Data Management