Good morning, Edwin
Your BriefThe full picture, written out
Today's Priorities — what actually needs you
Today's calendar
Drafts ready for review
InboxCatch up on anything you missed
What you missed in Gmail
Pick a range above to pull what's unread in your inbox — handy any time, especially after stepping away.
Quick CaptureJot it down, sort it later
Quick Note
Daily Task Manager
Every email waiting to be sent, across all your deals
To-Do List
Quick personal list — jot things down, set a reminder, check off when done
All Deals
0 deals
Lead Pipeline
Quick capture — convert to deal when ready
New Deal
Fill what you have — everything editable later
Buyer
Notes
1003 + AUS Full Review
Upload 1003, AUS Findings, and Credit Report — full LP/UW analysis, docs needed, and deal structuring
Upload 1003
Upload 1003 (PDF or XML)
AI reads every section automatically
Upload AUS Findings (Optional)
Upload DU Findings or LP Feedback
Dramatically improves accuracy
Upload Credit Report (Optional)
Upload Credit Report
Tradelines, scores, derogatory items cross-checked against the 1003
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
Command Center
Your business, at a glance — real numbers from your own pipeline
Closed volume — last 6 months
Loan type mix — active pipeline
Deal sources — where your business comes from
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
Security
Your data syncs across every device you log into (Mac, iPhone, iPad) and is protected by your CRM password. The first time you log in on a new device, click "Sync Now" on your main device (Mac) first so everything shows up everywhere.