Mutuo Desk
Mortgage files from first contact to complete documents
Complete files without chasing anyone
WhatsApp Business · Email · AI interview · Cross-checks · Bank PDF bundle · Human approval
Mutuo Desk contacts clients on WhatsApp and email, understands what kind of mortgage they need and collects every document for the file. A person always approves before important messages go out.
What it does
- Contacts from Excel, the CRM or Casa Lead, with a short WhatsApp interview to understand the transaction
- Mandate details and the right documents for each type of file, with automatic reminders
- Documents recognised, renamed and filed in the file’s folders
- Cross-checks between documents (tax code, address, employer) and indicative calculations: instalment, instalment-to-income, loan-to-value
- PDF bundle for the bank with cover page, index and documents in order
- Morning WhatsApp summary of what needs doing
Already in use
At a credit brokerage firm it handles mortgage files from first contact to complete documents. The advisor approves before anything is sent.
WhatsApp messages are sent through the official WhatsApp Business API, only to contacts who have given their consent.