For mortgage brokers
Prime, the AI assistant
for mortgage brokers.
Spend less time on admin and more time with clients. Prime takes care of the follow-ups, while you stay in control.
Prime at prime.brandmatchgrowth.com
What it can do
Simple. Powerful.
Client lookup
Ask about any client and get their file, deals and history in seconds.
Email drafts
Follow-ups and updates written in your voice, ready to review.
Documents to Drive
Client documents filed neatly in the right Google Drive folder.
Approvals
Nothing goes out until you tap yes, by text or email.
Scheduled helpers
Renewal reminders and check-ins that run on their own.
Private by design
Your client data is encrypted and stays yours.
Questions
Who is Prime for?
Licensed mortgage brokers and their teams.
Does it work with my CRM?
Prime connects to popular broker tools such as Velocity, plus Gmail and Google Drive.
Will it email clients on its own?
No. Prime drafts messages, and you approve every one before it goes out.