Pineapple Financial Inc., a tech-focused mortgage brokerage with an integrated network of partner brokerages and agents across Canada, announced the launch of Doc Genius, an intuitive, end-to-end document management system that seamlessly connects the highly-secured client portal to the deal conditions in the PineappleONE mortgage application, thereby streamlining the entire process.
“Doc Genius unlocks game-changing efficiency by automatically selecting the right conditions and lender requirements, saving time for Mortgage Brokers and clients,” said Kendall Marin, Pineapple President and COO. “No more waiting for lender instructions—just seamless submissions and excitement.”
Mr. Marin explained that Doc Genius empowers Pineapple brokers to effortlessly communicate to their clients vital details necessary for expediting the mortgage process and, at the same time, elevates client satisfaction by providing comprehensive guidance supplemented with engaging visuals and practical samples, ensuring a seamless experience without unnecessary delays.
Doc Genius serves as a comprehensive solution, offering guidance to Pineapple brokers and clients to generate the necessary documents to fulfill mortgage requirements while ensuring compliance. The need to manually email clients regarding outstanding conditions becomes obsolete, as Doc Genius autonomously follows up until all requisite files are collected. Moreover, it ceases document requests automatically once all conditions are satisfied, providing continuous updates to brokers throughout the process.
At the same time, PineappleONE consolidates all deal information into a single interface, providing insights such as the total number of conditions, outstanding conditions, completion percentage, and whether documents have been forwarded to the applicant’s lawyer, thereby guaranteeing that lenders receive precisely what is required for swift deal approval.
“Doc Genius leverages PineappleONE to discern the intricacies and geographic specifics of homes across Canada,” explained Mr. Marin. “Recognizing the variances in guidelines and conditions across provinces, this integration ensures precision and accuracy in our responses.”
Pineapple CSO Christa Mitchell added, “Throughout this year, our award-winning technology team has achieved remarkable milestones, including the launch of AI-generated broker websites featuring Maui, our pioneering all-in-one deal management system, PineappleONE, and now, Doc Genius. This unparalleled innovation is attracting brokers to Pineapple.”
Pineapple CEO Shubha Dasgupta stated, “As of today, Doc Genius has streamlined the document collection process, delivering a sweeter mortgage experience for brokers and their clients. Soon, Doc Genius will incorporate artificial intelligence to recognize document types and add more automation to PineappleONE.”
Mr. Dasgupta said he believed that PineappleONE would likely increase the Company’s gross revenue, which, in turn, would significantly impact Pineapple’s net profit margin in the next twelve months.
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