Fuse is the only mortgage automation service where you watch your system being built live, learn how it works, and have a say in every automation we create.
Four steps from zero to a fully-automated mortgage operation.
You'll meet directly with our mortgage automation team. We'll learn your current stack, identify your biggest time drains, and map out exactly what your custom Fuse system will automate. No sales scripts — just a real look at your workflow.
If it's a fit, you'll sign up directly on the call. No back-and-forth emails. No lengthy contracts. You'll have your account set up, your first integration connected, and your automation roadmap mapped before we hang up.
This is unlike any software onboarding you've done. Over 5 live video sessions, your Fuse engineer builds your custom automation system while you watch. You call out what you want changed. You see exactly how it works. You own every piece of it when we're done.
You can split the 5 hours across 5 × 1-hour sessions, or do it all in one longer block. Your call.
Every week, you get 1 hour of live engineering time to add new automations, connect new tools, or refine what's already running. Book it before end of day Friday for that week's slot. Don't book it? The hour expires — this keeps us moving fast and you accountable.
Weeks run Monday–Friday. Book anytime before 5 PM Friday.
Five structured sessions, each focused on a different layer of your mortgage workflow — in order of the biggest impact first.
Encompass or Byte + Salesforce sync, lead routing from your web forms, and pipeline visibility in one place.
Auto-send disclosure packages triggered by loan stage, track signature status, and alert your team when docs go unsigned.
You choose what we tackle. Rate desk follow-ups, processor checklists, referral partner drip — whatever costs you the most time.
Live loan pipeline, pull-through rates, per-LO volume, and team KPIs — all auto-updated and always current.
We walk through every automation, show you how to modify it, and make sure you own the system — not just use it.
We've found that teams who skip their weekly hour fall behind, start over-automating, and end up never quite getting to the thing that would actually change their business. The expiry keeps both of us honest. One hour a week, every week — that's the pace that compounds.
You'll get a Calendly link when you sign up. Pick any time Monday–Friday. As long as you confirm before 5 PM Friday, the hour counts for that week. We send you a reminder every Monday morning so you never forget to book.
Join 2,400+ mortgage teams who've already made the switch. Book a free 30-minute call and we'll show you exactly what your custom Fuse system will look like.
Book your free strategy call →