How does it handle urgent lender document requests?

Lender deadlines are flagged with the file context and a drafted response path so conditions do not slip while documents are still being chased.

What about anxious clients chasing status?

Status chase mail is answered with live CRM and valuation context as a draft you approve — calm, accurate, and on-brand.

Which broker systems does it connect to?

Typical stacks include broker CRM, valuation portals, calendar and tasks, and Salesforce, with Atlas holding your lender matrices and process notes.

Does it replace my broking assistant?

It replaces the scavenger hunt across lender portals and CRM before each reply — not the client relationship.

How does it handle urgent lender document requests?

Lender deadlines are flagged with the file context and a drafted response path so conditions do not slip while documents are still being chased.

What about anxious clients chasing status?

Status chase mail is answered with live CRM and valuation context as a draft you approve — calm, accurate, and on-brand.

Which broker systems does it connect to?

Typical stacks include broker CRM, valuation portals, calendar and tasks, and Salesforce, with Atlas holding your lender matrices and process notes.

Does it replace my broking assistant?

It replaces the scavenger hunt across lender portals and CRM before each reply — not the client relationship.

Industries / Construction E-Commerce Finance Healthcare Insurance Law Firms Logistics Mortgage Real Estate SaaS Travel

PreSorted for Mortgage Brokers

Every lender email hides a deadline. PreSorted never misses one .

Conditional approvals, 24-hour document demands, anxious clients, declines. PreSorted reads each message, checks your CRM and lender policies, creates the condition tasks, drafts the client email in plain English - and routes the sensitive calls to you. Prepared in seconds, sent with your approval.

See Broker Email Cases Talk to sales

This morning's inbox - classified 1 ready to send 3 needs review 1 gated

5 Of 5 Prepared

Conditional Approval - REF-2026-04421 - 4 conditions

33 min 1 min

Conditional Approval Low Risk Approve & Send

PLEASE UPDATE ME - 3 weeks no response

26 min 1 min

Status Chase Medium Risk Review

Additional documents required - response by 5pm tomorrow

32 min 1 min

Lender Doc Request Medium Risk Deadline

Found a property - is our pre-approval still valid?

34 min 1 min

Pre-Approval Check Medium Risk Review

Application REF-2026-06001 - Declined

81 min 45 sec

Lender Decline High Risk Broker Call First

The Broker Inbox Problem

Settlements are won - and lost - in the inbox.

Every message is either a deadline, an anxious client, or a moment that decides whether they stay with you.

Lender emails with clocks attached

Condition deadlines, 24-hour document demands, rate-lock expiries - miss one and the settlement falls through.

Anxious clients chasing status

It's the biggest financial decision of their life. Three unanswered emails and they're reading your Google reviews - as a writer.

High-emotion moments

Approvals and declines define the relationship. A cold or delayed message at either moment loses the client for life.

Tabs everywhere

CRM, lender portals, valuation portal, servicing calculators, calendar - for every single email, every single day.

Missed condition deadlines are the #1 reason settlements fall through. PreSorted creates every task, tracks every clock, and drafts every client update — before you open the thread.

How PreSorted Fits Broking

Core + Atlas + Hub for the loan lifecycle.

From first enquiry to settlement - every email pattern a brokerage sees, covered.

PreSorted
Core

Patterns for conditional approvals, status chases, lender doc requests, pre-approval checks, settlement changes; declines trigger call-first escalation.

PreSorted
Atlas

Lender policies, pre-approval validity rules, letter-of-explanation templates — cited in every client draft.

PreSorted
Hub

crm applications & tasks valuation portal orders calendar deadlines & rate locks

Broker Email Cases

Five real broker emails, handled end to end.

Expand each case to see what PreSorted reads, checks, drafts, and proposes - and where your team decides.

1 Read

REF-2026-04421 clients David & Sandra Morton loan $620 000 4 conditions with deadlines

2 Reason

CRM: client file and responsible broker retrieved Valuation portal: valuation order submitted for the property Calendar: all 4 condition deadlines set

3 Draft

“ “Property valuation - we have already ordered this today. No action needed from you… ”

Warm plain-English client email - lender jargon translated, each cond…

4 Propose

CRM: 4 condition tasks with due dates Valuation: order confirmation Broker notified for the follow-up call

Approve

Then make the congratulations call, not the admin.

Review Trace Edit Draft Approve & Send Escalate

Outcomes brokers care about

Metrics that show up at settlement.

Measured across the most common broker email workflows.

35 → 0.5

Minutes per email

Average manual handling of 35 minutes per email, prepared by PreSorted in under 30 seconds.

100%

Condition tasks created

Every condition, every deadline, tracked automatically — the #1 settlement killer, eliminated.

Cold declines sent

Sensitive notifications are blocked until the broker calls — retention protected at the worst moment.

Auto

Conflict detection

Rate-lock expiries and deadline clashes caught on every settlement change — not when someone happens to check.

Timing based on the PreSorted mortgage broking workflow library — real email workflows, before and after.

Systems we connect

Built for your stack.

Every message is either a deadline, an anxious client, or a moment that decides whether they stay with you.

Cr Broker CRM Vp Valuation portal Ca Calendar & tasks

Salesforce

PreSorted Atlas ＋ Aggregator / lender systems on request

FAQ

Before you decide.

Straight answers for brokers on lender mail, declines, and client care.

Sensitive outcomes like declines stay broker-first. PreSorted prepares the call pack and draft — you decide how and when the client hears it.

PreSorted for Mortgage Brokers

You win clients at approval.
You keep them at decline.

Every lender email read, every deadline tracked, every client update drafted - and the hard calls routed to you, prepared.

Book a broking walkthrough Explore Platform

Enterprise ready · SOC 2 · 50+ connectors

Every lender email hides a deadline. PreSorted never misses one .

Settlements are won - and lost - in the inbox.

Lender emails with clocks attached

Anxious clients chasing status

High-emotion moments

Tabs everywhere

Core + Atlas + Hub for the loan lifecycle.

Five real broker emails, handled end to end.

Conditional Approval REF-2026-04421 — 4 conditions Low Risk

PLEASE UPDATE ME 3 weeks no response Medium Risk

Additional documents required URGENT — response by 5pm tomorrow Medium Risk

Found a property is our pre-approval still valid? Medium Risk

Application REF-2026-06001 Declined High Risk

Metrics that show up at settlement.

Minutes per email

Condition tasks created

Cold declines sent

Conflict detection

Built for your stack.

Before you decide.

Can PreSorted tell a client they are approved or declined without me?

How does it handle urgent lender document requests?

What about anxious clients chasing status?

Which broker systems does it connect to?

Does it replace my broking assistant?

You win clients at approval. You keep them at decline.

You win clients at approval.
You keep them at decline.