Use case · Mortgage brokers

How Mark runs a mortgage broker's inbox with Pidgy.

Mark closes 90 mortgage files a year. Every file is a stack of client documents that arrives, incomplete, by email. This is how Pidgy flies for him.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Mark Pidgy, the AI email assistant, holding a task list
pidgy · Mark's file overview
🔍  Search clients… All clients Waiting on client
Voss family · purchase · €385k
Collecting docs
2 payslips missing · nudge ready
Lena Marsh · refinance
With lender
Rate lock expires Fri
Okafor family · purchase · €512k
Collecting docs
Waiting on tax return
Devi & Sam · closed
Funded
Funded ✓
16 active files · 4 waiting on documents · 2 rate locks this week

Where Mark's files stall.

7h

Chasing borrower documents

Every week. Payslips, tax returns, bank statements, ID: requested at intake, then chased file by file until the lender deadline.

A real Friday email"Hi Daniel, quick reminder nr. 3: we still need your two most recent payslips for the lender…"
27

Documents outstanding, found on day one

Across active files: items requested in threads, tracked in Mark's head, blocking submissions.

Buried in a thread"…oh and the lender now also wants an employer statement. Can you send that too?"
2h

Sunday file triage

Rebuilding every file's status before Monday: what came in, what's missing, which lock expires first.

Mark, before Pidgy"Files didn't stall at the lender. They stalled in my inbox."
The document checklist, handled

Pidgy, on the mortgage file.

01 · per file

Every file, every missing piece.

All active files in one list with a stage and the exact documents still missing. Which file can go to the lender today, and which is stuck on a payslip: one glance.

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Active files
Voss family · purchase
4 docs · 12 emails · 3 open tasks
64%
Okafor family · purchase
2 docs · 7 emails · 1 open task
38%
Lena Marsh · refinance
6 docs · 4 emails · 2 open tasks
82%
Devi & Sam · funded
8 docs · 23 emails · all done
100%
02 · the killer feature

Clients upload via magic link.

The borrower gets one secure link, no login: their own checklist with payslips, tax returns and bank statements to upload, deadlines visible. The 14-attachment email thread dies here.

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In your client's inbox
PO
Mark via Pidgy
to d.voss@gmail.com
Mon 09:01
3 documents for your mortgage file
Good morning Daniel,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Voss family · your document checklist
3 items · shared by Mark
Payslips (2 missing)Upload
Employer statementUpload
Bank statements Q2Received ✓
Payslips received · zero chasing calls made
03 · the daily sweep

Missing documents chase themselves.

Pidgy tracks which borrowers have gone quiet on which documents and drafts the nudge in Mark's voice, tone dialled from friendly to firm. Rate-lock deadlines wait for no one.

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Waiting on others 3 waiting
DV
Re: Payslips (2 missing)
Daniel Voss · waiting 6 days
6d
LM
Re: Signed loan offer
Lena Marsh · waiting 9 days
9d
AO
Re: Employer statement
Ade Okafor · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Daniel, quick nudge from my side: the lender still needs your two most recent payslips. You can add them via your secure link. Happy to help if anything is unclear.
Follow-up sent
04 · automatic

Lender conditions become tasks.

The underwriter's conditions land on page 4 of a thread and become tasks with the approval deadline attached, scheduled into Mark's day before he finishes reading.

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Inbox
SL
Daniel Voss
2 min ago
Re: Your mortgage file, next steps

Hi Mark, thanks for the intake call. The lender needs the full file by May 2nd.

Could you send the document checklist? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Send document checklist · Voss file
TodayFrom email
Chase two payslips · Voss file
Due May 2Scheduled · Thu 9:00
Review lender conditions · Marsh
Due Apr 30
Prep the lock extension request
Due May 5
2 to-dos created · 1 auto-delegated
05 · the pipeline week

Closings planned, rate locks blocked.

Appraisals, lock expiries and closing dates dragged into calendar blocks. The week runs on the pipeline, not on whoever emailed last.

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This week
9101112
Mon
Standup
Tue
Client call
Wed
Review · lender conditions
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the lender conditionsest. 1 h · due FriReply
✉Counter-sign the advice reportest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep the lock extension requestest. 45 min · due MonYou
Wed · 10:00 → 11:00
Duration
Deadline
Fri · May 23
Remind me 15 min before
Added · Wed 10:00, deadline Fri

Mark's first season.

6.5h

per week back, measured over his first two months

27

outstanding documents surfaced from active files on day one

0

rate locks missed since checklists moved to Pidgy

40s

to chase a payslip that used to take three calls

"Files go to the lender complete now. My pipeline stopped leaking at the document stage."

Mark · mortgage broker, 90 files a year · composite of Pidgy's pilot users

Frequently asked questions.

How does Pidgy connect to my email?+
Pidgy connects to Gmail and Outlook with read access. It extracts document requests, lender conditions, and deadlines into your file overview. Nothing is sent without your say.
Is borrower data safe?+
Data stays in the EU and processing is GDPR-compliant. Financial documents move through a secure tracked link instead of email attachments.
Does it handle lender deadlines?+
Rate locks and condition deadlines are captured from threads and sit on the file. The chase drafts escalate in tone as the deadline approaches, with you pressing send.
Do borrowers need an account?+
No. Borrowers get a secure magic link that opens their own checklist: what's needed, by when, upload in place. No login, no portal to explain at the kitchen table.
What does it cost?+
Simple monthly pricing per mailbox, announced at launch. We onboard from the waitlist in order, so early joiners fly first.

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