One unified platform — AI-powered income analysis, secure document vault, intelligent automation, CRM, and a seamless borrower experience. Built by mortgage professionals who understand the work.
Upload business tax return PDFs and get a complete, compliant income calculation in minutes — no manual entry, no errors. Connects to VaultIQ and Covalent for seamless document access.
AI reads and extracts every line from business tax returns automatically — nothing is missed or manually entered.
Calculations follow published lending guidelines and the Schedule Analysis Method.
Handle partnerships with multiple owners in a single analysis.
Every report includes full methodology documentation — ready for underwriter review.
Integrates with VaultIQ for document access and Covalent for borrower-facing output.
Upload two years of business tax return PDFs
AI extracts every line — income, deductions, add-backs, schedules
Select the borrower and any additional income sources
Download a fully documented PDF report for your underwriter
A secure, encrypted document vault that simplifies mortgage file management. Borrowers store all financial documents in one place — and grant loan officers controlled, time-limited access. CPAs, bankers, and financial advisors can upload directly via shareable links.
Highly encrypted vault where clients store all financial documents — tax returns, bank statements, pay stubs — in one secure location.
Share upload-only access with CPAs, bankers, or financial advisors so they can drop documents directly into your vault automatically.
Grant loan officers folder-level download access with a time-limited login — they see only what you share, and access expires on your schedule.
Documents stored in VaultIQ flow directly into QualifyIQ for income analysis and into Covalent for the loan application process.
JASON AI is your always-on virtual loan assistant and automation engine. It powers the Keythos CRM, guides borrowers through the Covalent portal, and serves as a financial literacy assistant — automating the mortgage process from hello to home.
Runs drip campaigns, triggers tasks, monitors rate triggers, DTI, LTV — any parameter you set, JASON AI actively monitors and alerts you to potential sales.
Available 24/7 on Covalent and Clarity — answers questions, provides loan status updates, and guides borrowers step by step toward closing.
Automates mortgage processing steps — income verifications, document requests, underwriting workflows, and status updates without manual effort.
Takes your existing expertise and amplifies it — communication, marketing, guidelines, product knowledge, and time management all powered up.
Follows every borrower from first contact to closing and beyond
Handles repetitive tasks so you focus on relationships
Monitors triggers and surfaces opportunities automatically
Speeds up processing, income verification, and underwriting
Keeps past clients engaged and drives future business back to you
A mortgage-first CRM built around the borrower journey. JASON AI runs your CRM on overdrive — monitoring campaigns, watching triggers, scoring leads, and keeping your pipeline moving without manual effort.
All borrower interactions, touchpoints, and loan statuses in one place — no dropped balls, no missed opportunities.
JASON AI sends personalized campaigns, monitors rate triggers, and alerts you of potential sales based on the parameters you set.
Drip campaigns, task triggers, and reminders tied to borrower behavior — reactivating cold leads with personalized messaging at scale.
Lead scoring, engagement insights, and funnel optimization based on real data — not guesswork.
Add agents, LOs, or processors easily. Assign leads, set team goals, and measure performance across a branch or national operation.
The connected borrower portal that brings together loan status, documents, communication, and milestones into one secure, guided experience. Borrowers always know where they are in the process — and JASON AI is there every step of the way.
A clean, borrower-friendly interface guiding applicants through the loan application step by step — on any device.
JASON AI guides borrowers, answers questions, provides real-time updates, and keeps the process moving without human intervention.
Borrowers stay informed at every stage — fewer "where are we?" calls, more confident clients.
Documents from VaultIQ flow directly in. Income from QualifyIQ is accessible. All handoffs are seamless.
Application data flows directly into your loan origination system — no re-keying, no errors, no delays.
Borrower clicks your link — starts guided application from any device
JASON AI guides them — answers questions, fills gaps, keeps momentum
VaultIQ pulls documents — no chasing, no email attachments
Milestone updates sent automatically — borrower always knows their status
Auto-submitted to your LOS — you get notified, deal moves forward
Done-for-you mortgage marketing that runs on autopilot. JASON AI generates personalized outreach, monitors rate and market triggers, and keeps you top-of-mind with borrowers and referral partners — automatically.
JASON AI monitors rate triggers and sends personalized alerts to past clients when the time is right.
AI-generated, mortgage-specific content posted on your behalf — consistently and on brand.
Automated campaigns keep you top-of-mind with closed borrowers — capturing refinance and referral opportunities.
JASON AI writes personalized market updates, newsletters, and outreach tailored to each segment of your database.
QualifyIQ is in beta and free to try right now. The rest of the platform is coming — join the waitlist to be first in line.