WorkEast Coast Mortgage
Live in productionMortgage brokerage · Web app and public website
A private portal the whole team works in every day, and a public site that brings borrowers in. Pipeline, payouts, leads, lenders, booking, borrower presentations, marketing and compliance in one place, with an assistant that knows all of it.
Loan officers were juggling spreadsheets, a paid presentation tool, a separate scheduler and manual payout math. Nothing talked to anything else.
One portal with role-based access for owners, loan officers, assistants, interns and realtor partners, plus a fast public site wired into the same database.
The rebuild started July 22, 2026, from an early 2025 prototype. 100 days in: 92 screens, 154 data tables and 33 automations. Since mid-October it added an AI assistant, a daily call list, a lender library that files itself and an Income Analyzer.
Live and used every day by the East Coast Mortgage team. Deals, payouts, leads, meetings and marketing live in one login, and paid subscriptions were replaced with tools built for how this team works. The public site is at ecomortgage.com.
Dashboard
The dashboard is where the day starts. Each transaction opens into client, property, team, timeline, settlement and commission details, with an audit checklist so nothing is missed.
AI assistant
The assistant opens from any screen and knows the page you are on. It answers from the team’s own data and lender files, shows where every answer came from, and drafts the next email for you to send.
Leads
The leads pipeline ranks each loan officer’s best five calls every weekday, using real signals like site visits, follow-ups and closing anniversaries. One tap writes an opener. Snooze anyone to a date and they come back on time.
Commission engine
One shared builder produces the Commission Disbursement Authorization. Every reimbursement and deduction is its own line per payee, and the payment memos are written for you.
Loan Coach
A full presentation tool that replaced a paid subscription. Loan officers compare up to 20 options side by side, even across different homes, and walk the borrower through them live.
Calendar and booking
An in-house booking system with company default meeting types and personal overrides, grouped by audience. Public booking pages for every loan officer.
Photo Studio
Canvas-rendered social graphics. Pick a scene, a brand kit and a size, drop in a headshot, and download a post that looks designed.
Public website
Dozens of loan program, comparison and local area pages, calculators and a quiz, all pulling live team and company data from the portal.
Custom builds
Reads official regulator feeds every morning, keeps what matters to this team, and writes a summary plus a post-ready note.
Company deadlines like annual reports, license renewals and quarterly filings, with reminders 30, 7 and 1 day out. Marking one done sets up the next.
When a matrix is unclear, AI rereads the cited page and settles it with a reason. Anything still unclear is marked not stated and asked of the lender.
A loan officer describes an idea, AI shapes it into a clear spec, Austin approves it, and it goes straight into the build queue.
Five roles, and per-person switches that can widen or narrow access to any feature.
33 scheduled jobs and webhooks: the call list, booking reminders, the matrix reviewer, compliance reminders and the rate report.
App screens on this page are recreations with sample data. Names, lenders, loan amounts, rates and payouts are invented or blurred. The public site screenshots are the live site.