Loan officers
Start the day with a short list. See who to call, which rate locks are close and which files have sat too long. Log the call and move on.
Learn moreStageDue todayPurchase contractNew lead welcome
Processing3ReceivedOn
Every loan
has a home.
Pipeline, borrowers, documents and follow-ups, all under one roof.
Made for small mortgage offices, and built inside a working one.
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Demo soon
Your whole pipeline, at a glance.
One place for every loan, borrower, document and follow-up. Your team signs in with the Microsoft 365 accounts they already use.
Book a walkthroughEvery open loan in its stage, from Lead to Funded. Drag a card or use Move, filter by loan type, and undo a stage change.
Learn moreThe first page your team sees: tasks due and overdue, loans that need attention, open tickets and a short list of who to call today.
Learn moreDetails, a document checklist, a notes timeline, contacts and referral partners, all on one page.
Learn moreSeven automatic emails you can switch on or off. Unsubscribes are handled, and one switch pauses them all.
Learn morePipeline board example. Loan for Linda Baca, VA purchase, loan officer Lena Officer. Rate lock expires in 1 day. Loan amount $242,000. The loan moves from Processing to Underwriting and the move can be undone.
AI that drafts. You decide.
Casita uses AI where it saves a loan officer time. It suggests, and a person reviews and sends. Nothing goes out on its own.
Book a walkthroughWhich rate locks expire this week?
AI receivesWhich rate locks expire this week?
Answer
2 loans have rate locks expiring this week.
- Linda BacaExpires in 1 day · VA Purchase · Processing
- Robert ChavezExpires in 2 days · Conventional Purchase · Application
Before the AI sees it
Names, SSNs, phone numbers, emails, addresses, dates of birth, credit scores and account numbers are replaced with tokens like [name] and [redacted] before any text reaches the AI. It handles Spanish and New Mexico street names too.
A small office, a whole pipeline.
Casita is built around how a mortgage office already works: stages, loan types, follow-ups and careful handling of private data.
10
Loan stages, from Lead to Funded, plus Lost.
7
Automatic email types. Each one on or off, with one pause-all switch.
30 min
Idle time before Casita signs a person out.
5
Loan types to filter by: Conventional, FHA, VA, USDA and Jumbo.
Built for
Loan officersProcessorsOwnersConventionalFHAVAUSDAJumboRefinancePurchase
Built for everyone in the office.
Loan officers, processors and owners each get the pages they need, in one app. Pick a role to see it.
Book a walkthroughPipeline, your way
Switch between board and list, filter by Conventional, FHA, VA, USDA or Jumbo, and see days in stage on every card.
Learn moreProcessors
Keep every file moving. A document checklist shows what is in and what is missing, and a notes timeline keeps the story of each loan in one place.
Learn moreHand-offs that stick
Pass work to a teammate with an @mention. They get a notification, and the ticket keeps the whole conversation next to the loan.
Learn moreOwners
See the whole shop. Pipeline by stage, loan volume and funded totals, plus an Ask a question box for plain-English answers.
Learn moreKnow who looked
An audit log shows who revealed a Social Security number or opened a document, and when. Casita signs people out after 30 minutes idle.
Learn moreSecure by design
Mortgage files hold the most private details a person has. Casita treats them that way.
- Microsoft 365 sign-inYour team uses the accounts they already have.
- Encrypted field by fieldSSN and date of birth use AES-256-GCM. They are masked on screen, and every reveal is logged.
- Every document view is loggedThe audit log page shows who opened what, and when.
- Automatic sign-outAfter 30 minutes idle.
- Your own copyEach company gets a separate copy on Microsoft Azure, at yourcompany.casitacrm.com
Built around how a loan really moves.
Private by how it is built: your own copy of Casita, and a redaction step before the AI sees any note.
Book a walkthroughYour own copy
Each company gets its own separate copy of Casita. It runs on Microsoft Azure at yourcompany.casitacrm.com, and your team signs in with Microsoft 365.
Learn moreRedaction before AI
The AI never sees names or private details. Before any text reaches it, they are replaced with tokens like [name] and [redacted]. It writes a draft, and you edit it.
Learn moreFair questions
Do we have to install anything?
No. Casita runs in the browser, and your staff sign in with Microsoft 365.
Can we bring our spreadsheet?
Yes. Upload it, match your columns to Casita's fields, do a test run, then import.
Does the AI see borrower names?
No. Names and other private details are replaced with tokens first.
Who built it?
Casita was built inside a working mortgage office in Albuquerque, New Mexico.
What does it cost?
Pricing depends on the size of your office and what you need. Get in touch and we will put together a quote for you.
Ready to see your pipeline in one place?
See Casita with your own loans in mind.
Book a walkthrough
Demo soon
Book a walkthrough
Tell us about your shop. We will show Casita with your own pipeline in mind.
Or email us at hello@casitacrm.com