Prepare the case file
Organize applicant details, loan purpose, property, documents, and status into a current case record.
Mortgage / broker workflow
Mortgage brokering is pipeline work, not just a quote.
We build private workflows that prepare application intake, document checklists, lender comparisons, and pipeline status packs. The workflow organizes the case; the broker owns the advice and the lender owns the credit decision.
Application intakeDocument checklistLender comparisonPipeline status
Pattern demonstration / same workflow, synthetic material
Fixed-scope setupClient-owned accountsDraft-and-review firstFull handover
Where broker time disappears
The same documents follow every case.
Each application repeats the same cycle: collect documents, compare lender requirements, chase missing items, and keep the client informed.
Map the requirements
Compare lender requirements, documents, fees, and conditions in a reviewable matrix.
Keep the status visible
Track application stages, missing documents, deadlines, and client follow-ups in one pack.
The broker boundary
The system prepares the case. It cannot approve the loan.
Credit decisions stay with the lender
The workflow organizes evidence and comparisons. Approval, terms, and decline decisions remain with the lender.
The broker owns advice
Product choices, recommendations, and client-facing positions stay with the qualified broker.
Applicant data stays scoped
Financial documents, identity records, and credit material are separated and reviewed before they enter.
A first broker workflow
Start with the case file the team rebuilds.
Choose the case type
Pick the application or comparison pack the team handles most often.
Map the documents
List the standard documents and lender requirements behind the case type.
Run the completeness check
Compare the current file against the requirement and flag missing or expired items.
Hand over the pipeline
Deliver the case pack, comparisons, and follow-ups to the responsible broker.
A mortgage case is easier to move when the documents and lender requirements stay beside each other.
Why trust Pristine3D?
We build and operate production software.
Pristine3D Ltd builds and operates live digital products, and we run private AI workflows internally as part of our own operations. We scope around your real workflow: the documents you own, the questions your team asks, and the access boundary you approve. Based in Lagos, Nigeria, we work remotely with clients worldwide.
We already run live products
Based in Lagos, Nigeria, Pristine3D currently builds and operates smartcards.ng, venu.ng, photoshoot.ng, and ugc.ng in production.
We start with the actual workflow
One input, one output, one test set, and one person who owns the result. We scope a real workflow instead of a transformation programme.
The boundary stays visible
Cloud, model, storage, and messaging accounts stay in your name. The chosen data path, access rules, test record, documentation, and training are part of the agreed scope.
Pricing / fixed scope
Know the starting numbers before you ask.
The final quote follows the workflow. Infrastructure and model bills stay on your accounts.
One Workflow
Starting from$3,500 / ₦2.5m
2 to 3 weeksOne workflow for a small team, with training and handover.
See the one-workflow packageFirm-wide
Starting from$7,500 / ₦8m
4 to 6 weeksMultiple sources, roles, integrations, and admin handover.
See the deploymentAnnual support
Starting from$3,000 / ₦1.5m
per yearStandard care for one delivered workflow. Optional. Larger deployments and active monitoring are separately scoped.
See supportArchitecture review from $500. Standard annual support is $3,000 / ₦1.5m per year for one delivered workflow. New workflows, integrations, active monitoring, and infrastructure are separately scoped; infrastructure, model, storage, and messaging bills stay on client accounts. Full pricing and what changes the quote
Straight answers
Common questions.
Does this decide whether the loan is approved?
No. It prepares the case and comparisons. Credit decisions remain with the lender.
Can it send documents to a lender?
No. It prepares and checks the file. Submission and client communication stay with the broker.
How is this different from the finance operations page?
That page covers internal finance work. This page is the mortgage broker's case and pipeline workflow.
Own your knowledge base
The model is not the product. The knowledge base is.
Documents, the retrieval index, access rules, and the workflows built around them are the asset, and they compound. We deploy so the knowledge base stays yours: on your accounts, in the environment you choose, under access rules your team defines. The model behind the answers is a connector, so the knowledge base moves with you, not with a vendor.
Your corpus, your index
The document store, metadata, and retrieval setup live on accounts you own. No vendor holds the corpus.
Models are swappable parts
Change the model provider, move regions, or go local without rebuilding the knowledge base or the workflow.
The knowledge base is the alpha
Every improvement to the corpus improves the answers, and the improvement stays with you, not with a vendor.
Keep exploring
Related setups.
Start with the case file
Which mortgage process takes the team longest?
Tell us the case type, the documents, the lender requirements, and the broker. We will scope a workflow around the firm's own pipeline.