The AI note-taker built for mortgage professionals
Indie puts actionable notes at the center of your team’s workflow and makes pipeline management a breeze.
Connects to your:
VoIP Phone System
Video Platform
Trusted by Loan Officers at
High production teams scale business their with Indie
“Every top producing LO team should be using AI tools like Indie to keep track of their borrower communications and power automation ”
Scott Valins | CEO of Go Rascal
“Using Indie has helped my team handle the increased borrower volume and make sure we never drop the ball”
Evan Einhorn | President Modern Home Lending
AI Call Notes
A notetaker built for mortgage professionals
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
AI Call Notes
A notetaker built for mortgage professionals
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Mortgage-Specific Notes
Notes built for loan officers. Extract 1003 data directly from borrower conversations in a MISMO compatible format.
Customer Intelligence
Extract key insights about your borrowers and create rich customer profiles
Ask Indie
Chat with an assistant that has all the context you do about your borrowers.
Pipeline Manager
Put your borrower pipeline on auto-pilot.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Pipeline Manager
Put your borrower pipeline on auto-pilot
Simplified Pipeline Management
All of the pipeline views and features that matter to loan teams with none of the complicated setup.
Timely Borrower Follow-ups
Stop letting leads slip through the cracks with smart check-in reminders
Personalized Communications
Rapidly generate personalized messages with deep borrower context.
Seamlessly integrates into your workflow
Indie is a first-of-its-kind notetaker built to work with VoIP phone systems like RingCentral, Dialpad, and OpenPhone that are essential to scaling your mortgage operation.
From small production teams to large lenders
Production Teams
For individual LOS and their teams
$95/mo
Includes up to 3 free LOA/Assistant accounts
Indie’s AI Mortgage Note Taker
Phone (VoIP) Integrations
Video Call Integrations
Borrower Pipeline Manager
AI Email & Text Composer
Ask Indie - Chat with your borrower notes
One-Click CRM Integrations
Email & Slack Support
Everything in Production Teams and...
Customized Note Templates & Workflows
LOS / POS Integration & Status Synching
Advanced CRM Integrations
Enhanced Data-Retention & Compliance Needs
White Glove Support
Grow your mortgage business by closing more of the business you already have
Grow your mortgage business by closing more of the business you already have
Stay organized
set yourself apart by delivering consistently for your clients and never dropping the ball.
Stay organized
set yourself apart by delivering consistently for your clients and never dropping the ball.
Collaborate seamlessly
with the rest of your deal team with centralized & real-time borrower info.
Collaborate seamlessly
with the rest of your deal team with centralized & real-time borrower info.
Get Started with Indie today
Is Indie a CRM?
Is Indie a CRM?
Is Indie a CRM?
Does Indie work with my cell phone?
Does Indie work with my cell phone?
Does Indie work with my cell phone?
How Indie work with my POS/LOS?
How Indie work with my POS/LOS?
How Indie work with my POS/LOS?
Does Indie store my call recordings?
Does Indie store my call recordings?
Does Indie store my call recordings?
Is it it legal to record calls for business purposes?
Is it it legal to record calls for business purposes?
Is it it legal to record calls for business purposes?
Is Indie secure?
Is Indie secure?
Is Indie secure?
Scale your mortgage
business with Indie
Scale your mortgage
business with Indie
Scale your mortgage
business with Indie