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Accelerate Borrower Intake, Reduce Friction, and Close Loans Faster
The mortgage application process has become a competitive pressure point. Between collecting documents, managing follow-ups, and keeping borrowers engaged, lenders and brokers spend a significant amount of time just trying to keep each deal on track. For borrowers, especially first-time buyers, the process can feel confusing, repetitive, and outdated.
Nolana helps mortgage teams modernize borrower intake using AI-powered agents that guide applicants through a personalized, conversational journey. By automating data collection and reducing the need for manual oversight, Nolana enables lenders to speed up decisions, improve conversion rates, and deliver a better customer experience from day one.
The Problem: Intake Is Slowing Deals Down
Borrower intake should be straightforward. In reality, it often creates bottlenecks that delay the entire loan process. Lenders and brokers typically deal with:
Incomplete submissions that require multiple rounds of clarification
Time-consuming follow-ups for missing pay stubs, tax returns, or bank statements
Confusion around document requirements, especially for self-employed applicants
Long cycle times due to delays in validating and organizing data
High drop-off rates when borrowers feel overwhelmed or unsupported
These issues make your team work harder than necessary and increase the risk of losing qualified leads to faster-moving competitors.
The current mortgage process can be messy and confusing!
Nolana’s Approach: Smarter, Conversational Intake
Nolana replaces static forms and email follow-ups with intelligent AI agents that engage borrowers through a dynamic, chat-style experience. These agents adjust in real time based on applicant responses, ensuring the right questions are asked and the right documents are collected at the right time.
Personalized by Profile
Every borrower is different. Nolana tailors the intake process to match each applicant’s profile:
Salaried employees are guided to submit W-2s, pay stubs, and employment history
Self-employed borrowers are prompted for 1099s, profit and loss statements, and business tax returns
First-time homebuyers can receive helpful explanations and breakdowns of what each step means
This personalized approach improves data quality and makes borrowers feel supported from the start.
Automated Document Collection and Follow-Ups
Nolana helps you eliminate manual follow-up tasks by:
Prompting borrowers to upload documents based on their profile
Flagging missing information immediately
Sending automatic reminders for incomplete steps
Ensuring that all uploads are associated with the correct intake session
Your team no longer needs to chase paperwork. Instead, they can focus on guiding applicants through qualification and approval.
Built-In Summaries and Status Updates
Once the intake is complete, Nolana generates a clean, structured summary that includes:
Borrower details
Uploaded documentation
Eligibility indicators
Application stage
This summary can be shared with processors, underwriters, or advisors to reduce handoff friction. Borrowers can also receive status updates as they move through the process, helping them stay informed without calling for updates.
Business Impact: Measurable Improvements at Every Stage
Lenders and brokers using Nolana typically see benefits across several key metrics:
Faster Turnaround Time
With real-time data validation and fewer errors, applications can move to processing more quickly. Nolana flags missing or inconsistent information before submission, helping borrowers complete forms correctly the first time. This reduces back-and-forth and shortens the time it takes to get an application into the hands of a loan officer.
Higher Conversion Rates
A guided, responsive intake experience reduces abandonment and increases application completion. Nolana adapts to each user’s responses, asking only the relevant questions in a clear, conversational format. By eliminating friction and confusion, more applicants finish the process and move on to the next stage.
Less Administrative Overhead
By automating follow-ups and document requests, your team spends less time on low-value tasks. Nolana tracks which documents are still needed and sends smart reminders without your staff lifting a finger. This frees up time for your team to focus on high-impact work like applicant review and client communication.
Better Borrower Experience
Borrowers feel more confident and in control thanks to the conversational, transparent approach. Instead of navigating a static, complicated form, they engage with a dynamic flow that explains each step and adjusts to their inputs. This builds trust and improves satisfaction, which can lead to stronger relationships and more referrals.
Improved Internal Coordination
Structured summaries allow for easier handoffs between loan officers, processors, and underwriters. Nolana organizes key applicant data into clear, consistent formats so everyone on your team starts with the same information. This reduces miscommunication, speeds up review times, and helps teams collaborate more effectively.
Who Nolana Is For
Nolana is designed for any mortgage team looking to modernize intake without overhauling their existing systems.
Independent Mortgage Brokers can deliver a polished borrower experience without investing in custom tech.
Retail Lenders can scale operations while maintaining personalized service.
Processing Teams receive complete, structured files that reduce time spent fixing errors.
Why It Matters
In a market where speed and simplicity influence borrower decisions, outdated processes can cost you deals. Borrowers expect digital experiences that are easy to follow and responsive to their needs. If your intake still relies on long PDFs, scattered emails, and slow follow-ups, Nolana offers a faster, more intelligent alternative.
With Nolana, your team can collect better data, automate repetitive tasks, and keep deals moving without compromising on service or accuracy.