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Rosebud SolutionsVBy Industry · Mortgage & Lending

Half your loans die at conditions. We run that half.

Inquiries qualified. Documentation collected. Conditions chased. Rate-lock clocks watched. Built around your LOS and CRM. We run it. You fund.

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InputsOutput
Inquiry channels
LendingTree, Zillow, referrals
Pre-qual signals
Purpose, credit, income, timeline
Routing rules
Top LO, or nurture
Rosebud
Borrower pre-qualified
What happens to the 9pm rate-shopper?
Answered in seconds and pre-qualified on purpose, credit, income and timeline. Strong files routed to your top LO, marginal credit routed to nurture.
< 60s response to every inquiry

IIEvery deployment includes

One system. All seven roles.

Built around your team. One setup. One monthly figure. No per-seat pricing. Live in 5 weeks.

Built around the loans you write, the borrowers you serve, and the systems you already run — Encompass, Calyx Point, LendingPad, Surefire CRM, BNTouch, Jungo, Velocify, Total Expert.

Get startedSchedule demo
  1. IInquiry Capture Engine

    Every inquiry answered in under 60 seconds, across every channel — LendingTree, Zillow, Realtor referrals, website, SMS. The 9pm rate-shopper hits a qualified conversation, not a voicemail.

  2. IIBorrower Pre-Qualification

    Loan purpose, credit, income, employment, debts, timeline — captured before an LO touches the file. Strong pre-quals routed to your top LO. Marginal credit routed to nurture.

  3. IIIApplication & Document Collection

    1003 walkthroughs, portal logins, document collection — handled in conversation, not chased by email. Pay stubs, tax returns, bank statements, gift letters, source-of-funds. Self-employed borrowers through pre-approval in three days instead of three weeks. Stale docs flagged before they expire.

  4. IVLOS & CRM Auto-Population

    Borrower data, transcripts, qualification details, document uploads — written into Encompass, Calyx, LendingPad, Surefire, BNTouch, Jungo. Nothing typed. Your LO walks in with full context, not a half-filled-in 1003.

  5. VStatus Updates to Borrower, Realtor & Referral Partners

    “Where are we on the appraisal?” answered before it's asked. Daily or weekly updates to the borrower, both agents, and the referral source. The morning that used to disappear to status calls — recovered.

  6. VIConditions, Re-Docs & Rate-Lock Management

    Underwriter flags a condition at 4pm Friday. Manual process: LO sees it Monday, borrower replies Thursday, rate lock expires Wednesday. Rosebud: borrower pinged immediately, walked through it, re-doc collected, filed into your LOS, processor notified — same business day. Rate-lock clocks watched automatically. Loans stop dying at week five.

  7. VIIOperational Audit & Roadmap

    Where your pipeline is leaking, and what to fix next. Reviewed quarterly with you, refined into the system.

You own every system we build. No lock-in. Cancel any time.

Pricing shared on the demo call — scoped to your monthly application volume and LO team size.

II·VVoices

In their words, not ours.

I'd been telling myself I'd sort this out for two years. Five weeks with Rosebud and it was done. It's one of the only things I've paid for this year that made my job smaller instead of bigger.
Richard SinclairOperations Director
01 / 01

Build the future with AI

The road to running without you.

01 / 03

Week One

Map your operation.

A 30-minute call to identify exactly where your business leaks time. No prep needed. We leave with a clear blueprint of what to automate first.

VIFAQs

The questions we get on every demo call.

Borrower Inquiry & Pre-Qualification

Application, Documentation & Pipeline

Compliance, Integrations & Operations

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