Cashly is an AI-powered mortgage automation platform designed to reduce manual work for agents. It automatically fills out forms, sends follow-ups, and creates lender-ready summaries in seconds—saving you hours each week.
No, but Cashly is fully accessible via any mobile browser for your convenience.
Cashly triggers personalized email and SMS messages once borrower documents are received. This eliminates the need for manual reminders and improves conversion rates significantly.
Absolutely. Cashly uses bank-grade encryption and complies with Canadian privacy laws to keep borrower data safe and confidential.
Cashly offers real-time dashboards showing follow-up success rates, document submission timelines, deal approval metrics, and agent productivity insights.
Visit our Contact section or click the “Get Started” button on the homepage to sign up. A Cashly onboarding specialist will help set up your account within minutes.