OPTEMIZE OPERATIONS

REDUCE OVERHEAD

CLOSE MORE DEALS

Empowering Mortgage Brokers with AI-Powered Automation and Performance Insights

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Our Story

About Image

We started off as a brokerage, trying to figure out the best workflow to close more deals while spending less time on mundane and tedious tasks. That’s why we built Cashly, an advanced CRM designed specifically for mortgage brokers.

Our platform harnesses the power of AI to automate the entire mortgage process, from application to approval, allowing agents to focus on building relationships and closing more deals.

Created by Mortgage Brokers, for Mortgage Brokers—transforming the way the industry operates.

Our Products

Product 1

Mortgage AI

Your Personal AI Assistant for precision lender matching

  • 1. AI analyzes borrower profiles
  • 2. Considers credit, location, LTV & lender terms
  • 3. Instantly matches clients with lenders
  • 4. Cross-references real-time CRM data
  • 5. Ensures compliance & tailored matches
  • 6. Saves hours of manual work
  • 7. Reduces fall-through rates
See Features
Product 1

Mortgage Automations

Turn repetitive tasks into one-click actions

  • 1. Auto-update CRM fields
  • 2. Assign leads, trigger emails, or create tasks from calls
  • 3. Sync & label Gmail emails
  • 4. Extract borrower data & sync docs
  • 5. Close deals, not busywork
See Features
Product 1

Cashy CRM

Centralize leads, communications, and documents in one platform

  • 1. Sync social leads & Gmail
  • 2. AI SMS Autopilot qualifies leads 24/7
  • 3. Auto-book appointments
  • 4. Doc Portal fills CRM from files
  • 5. Integrates with deal systems
  • 6. Auto-manage pipeline
  • 7. Less chasing, more closing
See Features

Meet the Team!

Team Member 1

Pavit Paul

CEO

Team Member 2

Vladimir Belsch

CTO & Operations Manager

Team Member 3

Puja Patel

Product Manager & Software Engineer

Team Member 3

Manav Patel

Software Engineer ||

Team Member 3

Shrey Patel

Software Engineer |

Customer Testimonials

Hear what our customers have to say about our services and their experiences.

Julian Kwong

Julian Kwong

"The dashboards I work out of organizes my workflow better than any other system I have used before. It helps me get my work done faster which leaves me more time for me to give to my clients."

Yuvraj Arora

Yuvraj Arora

"Cashly’s AI Autopilot books consistent appointments and keeps my calendar full. It does the qualification from start to finish, making my job 10X easier."

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