See the whole file.
Bring the application, supporting documents, and communications into context. Surface missing information and conflicting facts, with the evidence close at hand.
AI agents for mortgage professionals
AI for complex
mortgage work.
Clara understands your files, researches lender requirements, and prepares the work that moves a mortgage forward.
Talk to the teamReview Maya’s refinance. What needs attention?
Reviewed the file and latest correspondence
Two things need your attention.
The property values differ.
The application and appraisal don’t agree. Confirm which value to use before completing the lender package.
Application + appraisalThe tax statement is missing.
Maya’s latest email says it will follow. The current statement is still outstanding.
Borrower follow-upDraft · not sent
Hi Maya, please send your current property tax statement. We’re reviewing the valuation difference before completing the lender package.
Awaiting your review
The work, connected
From intake
to the next move.
Clara brings documents, lender requirements, and next steps into one working context, so your team can move the file forward.
Work through the requirements.
Research lender policies against the details of the deal. See what fits, what needs clarification, and what to resolve before preparing a submission.
Get the next step ready.
Prepare file summaries, submissions, and follow-ups using the latest context. Licensed professionals review consequential actions and authorize what happens next.
Our approach
Real workflows.
Better agents.
We’re building agents that maintain context, reason over changing evidence, and prepare useful work across mortgage files that stay active for weeks.
Working alongside mortgage professionals helps us identify failure cases, evaluate improvements, and build systems that handle complex files more reliably.
Read: AI Agents Need More Than a Context WindowClara in practice
Built for real
mortgage operations.
Private & alternative lending
Clara powers AI-assisted workflows at Open Financial, where mortgage professionals use it on live files.
We started with private and alternative mortgages because the work demands more than a standard checklist. Documents arrive over time, circumstances change, and each lender has different requirements.
Visit Open FinancialSupported by startup programs
Bring us the complex files.
Tell us about your brokerage and the work that slows you down.