How do I see which files are stuck?
On one board by stage. Each file shows its next task.
Mortgages
Know where every loan file stands.
For mortgage brokerages doing $500,000 or more a year with 2 to 49 users.
Where it sticks
Every file sits at a stage with its next task, and each kind of loan has its own document checklist.
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Operations: Every file needs documents, and the list for each kind of loan lives in someone's head.
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Sales: When volume swings, you cannot see how many files sit at each stage.
What we build
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Documents:
We write a document checklist for each kind of loan file, from what you tell us it needs. You stop rebuilding the list for each new file. Your live checklist shows the checklists in use.
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Stages:
We name your application stages in your own words and build a board by stage, with the next task shown against each file. You stop asking for a count. The weekly view matches the files your processor lists.
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Renewals:
We build a calendar for your team that shows the month each file comes up for renewal. It is a view for your own people.
First 30 days
Your checklist opens with the items below, and each carries a plain test for "done" written on the checklist.
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A CRM running by day 10, holding past borrowers, open applicants and referral partners, each with a stage and a renewal month.
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Stages named in your own words.
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A document checklist for each file type.
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The renewal calendar for your team.
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Your team trained, and the weekly stage numbers on one dashboard.
Tools and rules
Tools we connect: Google Calendar, Calendly and Zoom for your calendar and calls.
Your mortgage origination system and e-signature tool stay in use.
Tool names belong to their owners. Susanoo is not affiliated with them.
Provincial rules apply.
FAQs
Do you sell loans for us or call our applicants?
No. Our part is the system and the training. Dealing with borrowers and lenders stays with you.
Can the document checklist differ by type of loan?
Yes. You tell us what each kind of file needs, and each type gets its own checklist.
Can my team see which files come up for renewal each month?
Yes. The calendar shows the month each file comes up for renewal, as a view for your own team.
Who checks the weekly view against our files?
Your processor's own list is the check, and the view is built to match it.
Your first discovery call is free. After that, $500.
Book the discovery callThe price
Prices start at $5,000 a month
Prices in CAD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
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Day 1
Work starts.
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Day 10
Your CRM is running and your build is mapped.
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Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
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Day 90
Full effect.
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The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
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The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
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The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
Start free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.