Intelligent Agents. Built for Results.
Real estate & Lending
From lead qualification to document parsing, Deeta equips brokerages, lending teams, and platforms with AI agents that handle the high-volume, high-context workflows that slow you down. Whether you’re closing loans or selling listings, our agents work behind the scenes to move deals faster and serve clients better.
CALL US: +1 (773) 759-8300
What We Build
Fewer bottlenecks. Smarter client journeys.
Real estate and lending workflows are complex, regulated, and often fragmented across tools. Our AI systems automate the tedious, guide the client experience, and keep teams focused on high-value interactions — not paperwork.
What we build:
- AI lead qualifiers that assess form inputs, pre-score prospects, and route them to the right team
- CRM copilots that summarize lead histories, surface recommended listings, or fill in missing data
- Underwriting agents that parse income documents, ID proofs, and appraisal reports
- Borrower assistants that explain loan steps, flag missing paperwork, and reduce email volume
- Weekly pipeline summarizers for managers — plain English over spreadsheets
Whether you’re handling 10 deals a month or 10,000, Deeta helps you scale without sacrificing personalization.
Workflow-Tuned Agents
Here’s how we support brokerages, mortgage lenders, and proptech platforms:
Lead Qualification Agents
Instantly review inbound form data, assess budget/location/intent, and route qualified leads to the right loan officer or broker.
CRM-Linked Listing Copilots
Search, filter, and suggest listings via natural language — and update contact records without tab-switching.
Underwriting Document Parsers
Scan and summarize pay stubs, W-2s, tax returns, or credit files — pre-filling forms and flagging missing or risky details.
Loan & Closing Journey Assistants
Walk borrowers through each step, answer common questions, and surface alerts when action is required — reducing back-and-forth.
Pipeline Digest Agents
Send weekly summaries of open files, blockers, and next steps to your managers or partners automatically.
Frequently Asked Questions
Can your agents work with our existing CRM or LOS?
Yes. We integrate with tools like Salesforce, HubSpot, Jungo, Shape, or your custom CRM/LOS via API. Our agents can read and write data, recommend listings, or pre-fill forms.
Do you support lending-specific workflows and compliance?
We do. Our agents can handle mortgage-specific document types, explain closing steps, and respect PII boundaries. We also support SOC-2 compliant deployments and data governance.
Can borrowers talk to these agents directly?
Yes. Many of our clients deploy borrower-facing agents via web, email, or portal to explain next steps, collect info, or guide the journey with clear, friendly AI.
How do you handle document uploads or parsing?
We build agents that can ingest scanned files, PDFs, and spreadsheets — extract structured data, and flag issues for human review. This speeds up underwriting and reduces errors.
Do you support teams with bilingual or multilingual needs?
Yes. We can deploy agents with multilingual capabilities (e.g. Spanish-English switching) to support diverse borrower and client bases.
Ready to Close Deals Faster with AI?
We’ll help you scope the friction in your workflows, design targeted AI layers, and launch agents that make your clients and teams feel supported.