Leading US Mortgage Banker, Los Angeles
A leading US mortgage banker heading multiple branch offices with a team of more than 50 top loan officers in the nation, producing north of $500 million in mortgage origination volume per year, reached out to us desperately wanting to automate their business.
The branch manager was very tech oriented and passionate about implementing new tech. By the time he came to us, he had already spent hundreds of hours watching youtube tutorials, signing up for different AI tools and even trying to build his own AI loan assistant. And right when he thought he had it all figured out, the entire setup broke. Errors started showing. Data was missing. And the worst part—he had no clue what had happened and why.
Why? Because the mortgage origination process is extremely complex, fragmented, compliance-heavy with too many variables, scenarios, vendors, lenders, products, guidelines, platforms, systems, tasks and teams that need to be coordinated. Things that none of the templated tools were accounting for.
We ran a proper AI audit, deconstructed the entire mortgage origination process, identified the actual bottlenecks, got familiar with all essential industry-specific platforms, and then built a custom PoC together with an AI Opportunity Matrix, Process Mapping diagrams and a clear strategic AI Development and implementation roadmap.
4 months later, we completed the MVP version of DexOS. We presented the product at major Mortgage tech events and in top industry boardrooms across Dallas, Vegas, Austin, and Los Angeles—talking to CEO’s and leadership teams of massive real estate, mortgage and technology companies.
Everyone was truly impressed. DexOS is the first Agentic Operating System of its kind, promising to solve some of the industry’s most painful problems and completely transform mortgage origination in the US.
