Mutuo Desk
Mortgage files from first contact to complete documents
For credit brokers and mortgage advisors: it contacts clients on WhatsApp and email, collects the mandate details and the file documents, cross-checks them and prepares the PDF bundle for the bank. Already in use at a credit brokerage firm and connected to Casa Lead.
Complete files without chasing anyone
WhatsApp Business · Email · AI interview · Cross-checks · Bank PDF bundle · Human approval



