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

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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.

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

$195/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

Enterprise

For larger organizations

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

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.

Get Started with Indie today

Is Indie a CRM?
Does Indie work with my cell phone?
How Indie work with my POS/LOS?
Does Indie store my call recordings?
Is it legal to record calls for business purposes?
Is Indie secure?