Your AI
Loan Assistant

Meet Morty — your AI loan assistant that pre-qualifies borrowers, manages your pipeline, and gives every client a self-service portal. 24/7. No hold music.

Take a Tour
01

How It Works

01

Connect Morty

Set up your AI loan assistant in minutes. Morty starts handling borrower intake, pre-qualification, and rate questions immediately.

02

Morty Works Your Pipeline

Borrowers chat, upload documents, and explore rates through their portal. You track everything from your dashboard.

03

You Close More Loans

Focus on relationships and closings. Morty handles the repetitive work — document follow-up, status updates, and initial analysis.

02

Features

Pipeline Management

Track every loan from application to funded. Visual kanban board with advance, deny, and reset actions across five stages.

loandesk.ai/dashboard/pipeline
Application3

Robert Johnson

$180,000

FHA·5.75%

Thomas Moore

$260,000

Conventional·6.5%

Marcus Chen

$450,000

Conventional·6%
Processing2

Elena Vasquez

$340,000

Conventional·6.375%

Carlos Mendez

$520,000

VA·5.5%
Underwriting2

James Rodriguez

$285,000

Conventional·6.5%

David Kim

$380,000

FHA·5.875%
Approved1

Sophia Williams

$380,000

FHA·5.875%
Funded1

Amy Torres

$680,000

Conventional·6.25%

AI Borrower Analysis

Morty looks up borrower profiles, runs instant pre-qualification, and recommends loan products — all from a single chat command.

loandesk.ai/dashboard/chat

Pre-qualify Marcus Chen for a refinance

M
Morty

Analyzing Marcus Chen's profile now...

Pre-Qualification Result

Pre-Qualified

Borrower

Marcus Chen

Credit Score

742

DTI Ratio

28.3%

Max Loan

$520,000

Document Intelligence

Request, track, verify, and reject documents across your entire borrower pipeline. Automated status tracking with zero manual follow-up.

loandesk.ai/dashboard/documents
AllRequestedPendingUploadedVerified

Pay Stubs

Verified

Marcus Chen

chen_paystubs_jan2026.pdf

W-2 Forms

Verified

Marcus Chen

chen_w2_2025.pdf

Bank Statements

Verified

Marcus Chen

chen_chase_dec2025.pdf

Tax Returns

Uploaded

James Rodriguez

rodriguez_taxes_2024.pdf

Proof of Employment

Pending

James Rodriguez

Requesting updated VOE from Dell

Bank Statements

Rejected

David Kim

kim_bankstatements.pdf

Large unexplained deposits flagged

03

Two Sides. One Platform.

Pre-Qualify in Minutes, Not Days

Morty runs credit analysis, DTI calculations, and loan matching instantly. Borrowers get answers in 15 minutes instead of waiting 2-3 days.

Full Pipeline Visibility

See every loan from application to funded in a single view. Advance, deny, or reassign with one click across five stages.

Zero Document Chase

Morty requests, tracks, and verifies documents automatically. Borrowers upload through the portal — no follow-up emails, no faxing.

24/7 Borrower Support

Morty handles rate questions, application intake, and status updates around the clock. Your borrowers get answers even when your office is closed.

Optimized Rate Matching

Compare rates across Conventional, FHA, VA, and Jumbo in real time. Morty finds the best match for each borrower's profile automatically.

Scale Without Hiring

Handle more borrowers without adding headcount. Morty takes care of intake, document collection, and routine communication.

04

Pricing

Free borrower portal included with every plan

Solo

$149/mo

For independent loan officers ready to work smarter.

  • Morty AI loan assistant (unlimited conversations)
  • Borrower pre-qualification
  • Document collection & tracking
  • Rate comparison (4 loan types)
  • Free borrower portal
  • Email support
  • 1 loan officer seat
Get Early Access
Most Popular

Team

$399/mo

For teams that want the full AI lending platform.

  • Everything in Solo
  • Pipeline management (kanban)
  • Borrower directory with AI analysis
  • Custom AI training
  • Priority support
  • 5 loan officer seats
  • +$69/additional seat
Get Early Access

Enterprise

Custom

For mortgage companies and lending institutions.

  • Everything in Team
  • Unlimited seats
  • LOS/CRM integrations
  • White-label borrower portal
  • Dedicated account manager
  • SLA guarantee
Contact Sales
05

FAQ

Morty uses the same criteria as human loan officers — credit score, DTI ratio, income verification, and property value. Our pre-qualification accuracy is 94%+, and all recommendations are reviewed by licensed professionals before final approval.
Absolutely. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We're SOC 2 Type II compliant and never share data with third parties. Documents are stored in isolated, encrypted vaults.
Morty handles conventional, FHA, VA, and jumbo loans. For complex scenarios like non-QM, construction loans, or commercial lending, Morty collects the initial information and seamlessly hands off to you for review.
With Morty, initial pre-qualification takes about 15 minutes — compared to 2-3 days with traditional processes. Morty asks the right questions, collects documents in parallel, and runs the numbers instantly.
Yes! Morty handles the initial intake, document collection, and routine status updates. You review everything, make final decisions, and stay available for complex questions. Morty + you = faster, better service.
Your borrowers get a self-service portal where they can chat with Morty, track their application status in real time, upload documents, and explore rate options. It's branded to your practice and available 24/7.
No. The borrower portal is free — it's included with every LoanDesk AI plan. Your borrowers never see a bill from us. You pay for the platform; they get the experience.
That's where Morty shines. Available 24/7/365, Morty can answer rate questions, start applications, and collect documents at 2 AM on a Sunday. No hold music, no voicemail — your borrowers get answers when they need them.

Ready to Close More Loans?

Give your borrowers an AI-powered portal and take back your pipeline. Morty is ready.

See the Demo

No credit card required. Live demo.