Power up your pipeline with AI secretaries that work for you 24/7.
A free dashboard staffed by AI agents that answer client questions, nurture leads, gather and analyze documents, request reviews, and qualify new inquiries, so you win more deals and move every one of them to closing, seamlessly. You stay the face. They do the typing.
Answered 4 buyer questions overnight. The Riverstone client is ready to tour.
Pulled comps for 3 listings and sent the CMA recap to the Patel sellers.
Logged 2 five-star reviews and one referral conversation from last year's clients.
Qualified 7 web inquiries, 2 warm enough for you to reach out today.
Four AI agents. Every kind of lead, covered.
Each secretary specializes in a single relationship stage so the right tone, the right questions and the right follow-up land every time, without you copy-pasting another template.
- ✓Answers property and financing questions in your tone, 24/7
- ✓Collects income docs, bank statements, and IDs without you chasing
- ✓Books showings and meetings straight into your calendar
- ✓Drips market intel and comparable sales to listing prospects
- ✓Follows up after listing appointments until you hear back
- ✓Sends weekly seller updates with showing activity and offer status
- ✓Requests Google and Zillow reviews after every close
- ✓Asks for referrals on a cadence that doesn't feel pushy
- ✓Sends anniversary notes, refinance check-ins, and tax-prep reminders
- ✓Replies to website forms, open-house cards, and ad leads within 60 seconds
- ✓Qualifies budget, timeline, and financing posture before you spend a minute
- ✓Surfaces only warm, ready-to-talk prospects to your inbox
White-glove client service, without staffing a team.
The #1 reason agents lose deals is response time. Your secretaries are awake, on-brand and answering at 11pm on a Sunday, escalating only the questions that actually need you.
60-second response SLA
Every inbound, text, email, web form, DM, gets an on-brand reply faster than a competitor can type theirs.
Your tone, not a chatbot's
We train tone, vocabulary, and signature on your past messages so clients can't tell a secretary answered.
Escalates only when it matters
Routine questions resolve silently. Anything that needs your judgment pings you with full context attached.
Stop chasing documents. Let the secretary do it.
The paperwork brain gathers, classifies, reads, and grades every document your buyer touches, so by the time you open the file, it's already a lender-ready package, not a stack of email attachments.
Collects
Income docs, bank statements, tax returns, IDs, insurance, property docs, the secretary knows the list for every loan type and asks for each item by name.
Classifies & OCRs
Every upload is auto-named, categorized into the right folder, OCR'd for searchable text and tagged by document type, so nothing sits as IMG_4827.jpg waiting on you.
Analyzes
AI cross-checks numbers across pay stubs, bank statements, and tax returns. Flags inconsistencies, computes ratios on the fly, and surfaces red flags before the lender ever sees the file.
Scores file health
A one-line readiness score tells you exactly what's still missing and which lender package can ship today. No more rummaging through a Google Drive folder at 10pm.
- !Updated bank statement (latest month)
- !Insurance binder
- ✓Photo ID
- ✓Two years W-2s + 1040s
- ✓Pay stubs (last 60 days)
- ✓Bank statements (3 mo)
- ✓Purchase contract
Past clients become your best pipeline.
Remy, your past-client concierge, runs the post-close follow-up most agents promise and never get to. Reviews, referrals, anniversary touches, all delivered in your voice, on a cadence that compounds.
- +1 dayThank-you note
Personalized thank-you from you with the closing recap, signed copies, and your direct number for the keys handoff.
- +7 daysReview request
Asks for a Google + Zillow review with a one-tap link. Smart timing, after move-in, before they get distracted by life.
- +30 daysReferral ask
Soft ask once the client is settled. Frames it around 'who else in your circle is looking?', not a generic blast.
- +90 daysMarket pulse
Sends a short, neighborhood-specific update so they remember you exist when their cousin asks for an agent.
- +180 daysRate / refi check-in
If rates have moved meaningfully, the secretary surfaces it and offers to run a quick refi analysis.
- +365 daysAnniversary touch
Home-anniversary note + value update + soft referral ask. The follow-up most agents forget, automated and on-brand.
One command center. Every secretary, reporting in.
Open the dashboard with your morning coffee and see exactly what got handled overnight, what's waiting on you, and where the next deal is.
Answered 4 buyer questions overnight. The Riverstone client wants to tour, your calendar has Thursday 2pm open.
Flagged a missing updated bank statement on the Patel file. Drafted a request to the client, approve to send?
Qualified 7 web inquiries from last night's ad spend. 2 warm (Anika, Diego), 3 cold, 2 spam, added the warm ones to your call list.
Mara left a 5-star Google review. Two referral conversations started in the past 24h from your sphere drip.
Sent weekly seller update to Patel, 6 showings, 1 written offer expected tomorrow. They replied: 'thanks for the heads-up.'
Same interface. Same AI. Now your lender is in it too.
When financing comes up, the handoff to Qualified Commercial happens right inside your dashboard, same AI brain, same client thread, same files. Closing gets faster. Mistakes go away. Your client never feels a seam.
vs. the traditional broker handoff, no email tag, no portal switching, no restarted intake.
Same AI that gathered the docs assembles the lender package, so nothing gets mistyped or misfiled.
Live pricing from our lender network, you and your client see real numbers, not stale rate sheets.
Same interface, end to end
Your client never sees a different brand, a new login, or a second portal. Intake, documents, pre-qual, underwriting, conditions, and clear-to-close all live inside the dashboard you already use.
Same AI brain through the whole file
The paperwork brain that gathered and analyzed every document is the same brain that builds the lender package. Nothing is re-keyed, nothing is misclassified, nothing is lost in the handoff.
One audit trail, one source of truth
Every message, every doc, every decision is stamped to the file. When the lender asks a question, the answer is already there and so is the receipt.
Live status, no black box
Watch underwriting progress in real time. Conditions, lender questions, and closing milestones surface in the same feed your secretaries report to. No more "let me call my broker."
Free when you fund with us. Pay only when we do the work.
Our success comes from funding the deals you bring us, so the platform is built to pay for itself.
Free
Fund at least $500,000 in loans with us per year and the entire platform is free, your buyers stay your buyers.
- ✓AI Funding Command Center, full access
- ✓Co-branded Pre-Qual letters
- ✓AI follow-up inbox + buyer nurture
- ✓Live funding pipeline & lender-ready packaging
Per file
Not funding with us yet? Use the system anyway, pay $15 per file our AIs nurture on your behalf for your real-estate listings.
- ✓Everything in the funding-partner plan
- ✓AI nurtures each listing buyer for you
- ✓Co-branded letters + lender-ready files
- ✓$15 per file we nurture on your behalf
How It Works
Six steps from first buyer lead to a fundable, lender-ready file, without losing the relationship along the way.
Add your buyer lead
Enter your buyer or investor into your Partner Portal.
Invite them to complete Smart Intake
They enter their funding profile, property details, and loan needs securely.
Track deal readiness
Your dashboard shows what is complete, what is missing, and what needs attention.
Generate co-branded financing support
Create Pre-Qual letters and move serious buyers forward with confidence.
Send lender-ready files to Qualified Commercial
When the deal is ready, our Funding Team receives a cleaner, structured loan package.
Close more transactions
Your buyer gets funding support. You keep the relationship. The deal moves faster.
Common questions from agents like you.
The 12 things real-estate pros actually want to know before sending their first deal. If you have something else, hit support and we'll add it.
How much does it cost me as an agent?
Will Qualified Commercial steal my client?
What kinds of deals does this work for?
Do I need a mortgage or lending license to refer?
What if my buyer doesn't qualify?
What's the funding handoff process?
Does this replace my CRM?
How fast can I get a pre-qual letter?
What does the borrower see / what does my brand look like?
What happens after closing?
How is this different from a traditional commercial broker referral?
How do I get started?
Your buyers remain your buyers.
Qualified Commercial is built to help agents close more commercial transactions, not take over their relationships. Our Partner Portal is free for agents because our success comes from funding the deals you bring us.
You bring the buyer. We help turn the file into a fundable deal.
Join the Partner Network