🔐 Mortgage Workspace

Your Mortgage Workspace

Everything for your mortgage file — in one secure place.

10%
Readiness score
Just getting started

Grows as you complete documents & conditions.

Preview of your Workspace. This is the exact layout of your live file. Your private details — documents, strategy, conditions, messages — appear here automatically once secure sign-in is enabled. Nothing below is pulled from your file yet.
Current stage
Intake complete
Next action
Hamed reviews your file & reaches out within 1 business day
Outstanding items
None yet
Open conditions
0

📄 Documents Required · Uploaded · Missing · Rejected

RequiredUploadedMissingRejected
Your personalized required-documents list appears here as soon as Hamed reviews your file. Each item shows its status — missing, received, in review, or needs re-upload — and connects to your secure WorkDrive folder.
⬆️ Secure upload — drop documents here once your list is ready. Never by email or text.

Documents sync with your CRM file and WorkDrive folder. (Live syncing activates in Phase 2.)

🧭 Mortgage Strategy Plain-language

Why this lender?

Once Hamed sets your strategy, you'll see — in plain language — why the recommended lender fits your income, goals, and timeline.

Why these documents?

Each required document maps to something a lender must verify. We'll explain what each one proves for your file.

Why this income calculation?

How your income is positioned (employment, self-employed, corporate) and why it's calculated the way it is.

Current risks

Anything that could affect approval, surfaced early so we can address it together.

Recommended structure

The mortgage structure Hamed recommends and the reasoning behind it.

Client-friendly only — internal broker notes are never shown here.

💬 Questions & Requests Answer in-file, not by email

When Hamed or the underwriter needs information, the request appears here and you reply right inside your Workspace — keeping everything on your file. No outstanding requests right now.

📈 Progress

  • ✓
    Assessment / IntakeCompleted
  • 2
    ApplicationUp next with Hamed
  • 3
    Documents
  • 4
    Submission
  • 5
    Approval
  • 6
    Conditions
  • 7
    Funding
  • 8
    Renewal

📨 Broker Messages

Hamed Ashouri · just now

Welcome to your Mortgage Workspace. I've received your file and will personally review it, then reach out within one business day to map out your strategy and the documents we'll need.

✅ Conditions

Open and completed approval conditions — with due dates — will appear here once your file reaches approval. 0 open conditions.

🧾 When your underwriter requests documents What to expect

🤖 NILI Answers from your file only

Ask about your mortgage file — for example, what's missing, why a lender was chosen, or what happens next. Answers will come only from your actual file (never made up). The assistant connects to your CRM file in Phase 2.

This Workspace reflects your live mortgage file. It does not provide mortgage, financial, or legal advice. Approvals, rates, and products are subject to lender criteria and application.