For mortgage and insurance brokers
Do the job once. Get the SOP your team follows and your AI can read.
Every lender wants a file done its own way, and the portal quirks and the file admin live in your memory.
Do one submission with Steptree recording. Steptree writes the lender’s SOP with screenshots under the steps, plus the calls you flagged on the way.
You approve it. Your processor follows it like a checklist and asks Steptree AI when stuck. Advice, recommendations and decisions stay with you.
Free plan: 300 AI credits a month and two recordings, no card. Claude can connect on any plan.
Three beats
Steptree learns each lender from your file, not from a template
You work one file, with Steptree recording
Application through to submission, across the lender portal, the CRM and any Citrix session, in any app on Windows or Mac. Flag why at each fork and it lands in the SOP.
Steptree writes the lender's SOP, and you approve it
The goal, the steps with screenshots under them, the decision points and the notes only you would have thought to give. It stays a draft until you publish it.
Your processor follows it, and asks when stuck
Each lender's SOP sits in one library. Your processor opens it, or asks Steptree AI in the Steptree App how that lender wants it done.
When a lender changes its portal, re-record the submission and approve the new draft.
The lender SOP
What one recorded submission hands back
Every step, the screen it happened on, and why
The boundary
Nothing here needs your licence
- It documents; it does not advise
- No suitability assessment, no product recommendation, no credit decision. The SOPs cover preparation, keying, document assembly and the file note.
- Portals were never built to be documented
- Lender portals, insurer platforms, valuation systems, some of it through Citrix. Steptree records them on screen, the way you work them.
- Nothing is published because software decided to
- Every SOP starts as a draft that somebody in your practice approves before your processor relies on it.
One file proves the SOP holds up across a lender portal that changes without notice. What a subscription buys is room to write down every lender and every file type your practice works, not just the one you tested.
Questions
What a licensee asks before your practice adopts anything
- Does it give advice or make a decision on a file?
- No. Steptree writes down how your practice already does the admin on a file. Nothing here assesses suitability, recommends a product or makes a credit decision.
- What can you actually claim about compliance?
- Only what is true and checkable. Each SOP keeps its screenshots and decision points, and it stays a draft until somebody in your practice approves it.
- Lender portals change constantly. Will the SOP go stale?
- When a screen changes, re-record that submission. Steptree writes a new draft in minutes, and you approve it before your processor relies on it.
- We already use an offshore processing team. Does this replace them?
- No. It turns the handover into SOPs your team can follow on day one, instead of weeks of sitting beside you.
- Can my processor ask a question instead of messaging me?
- Yes. In the Steptree App, Steptree AI answers from your practice's own SOPs. It tells them how you do the admin; the advice stays with you.
- What does it cost to try?
- Nothing, to prove it on one file. The free plan carries 300 AI credits a month and two recordings, no card. Paying is what documents every lender your practice works with, not just the one you tested.
Next
Where to go from here
What is never recorded
Password fields, and the numbers stripped from typed text.
What a lender SOP holds
Steps, screenshots and your reasons.
What a practice pays
Per user, free to try on one file.
Record one file, then read what Steptree wrote
One recorded file gives your practice a lender SOP it can keep and your processor can follow. Start on the free plan, no card, and judge the one file first.
