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Loan Origination

Mortgage Servicing

Close more loans, faster, at a lower cost.

A mortgage support automation platform, powered by AI, that supports your borrowers, sellers, and support staff.

Key features.

AI-Driven conversations to capture and route new leads

24/7 automated support for borrowers, sellers and support staff

Instant access to Fannie, Freddie, USDA, FHA & VA guidelines

Store and automatically index internal guidelines and policies

Intuitive workflow automation for loan fulfillment and servicing

Connect your apps and data into a single system of engagement

AI-driven solutions for the mortgage industry.

Everything you need for the digital mortgage process, at your fingertips.

An illustration of Capacity answering a question about loan origination


  • Automated onboarding support resource for newly hired sales and operations personnel
  • 24/7 automated support for borrowers, sales and operations
  • Prepopulated knowledge packs for Fannie, Freddie, USDA, FHA & VA guidelines
  • AI-Driven conversations to capture and route new leads and facilitate the loan app process
  • Intuitive workflow automation for loan fulfillment services
  • AI-Driven solutions that work in parallel to Loan Origination Systems
Employee asks Capacity what the acceptable uses for a limited cash-out refinance

Quality Assurance

  • AI-Driven connectivity of 3rd party services and technology solutions
  • Internal employee support automation
  • Self-service access to GSE and Investor guidelines
  • Connectivity to regulatory and compliance databases
  • Client Customer Service automation
  • Intuitive workflow automation for quality assurance processes
Abstract illustration of the Capacity Helpdesk

Capital Markets

  • Support Automation Platform standardization for Non-GSE, Jumbo & Non-QM loans
  • AI-Driven connectivity with 3rd party QA, QC & Due Diligence Service providers and technology solutions
  • Intuitive workflow automation
  • Seller and 3rd party service provider access to Investor guidelines
  • Help Desk for Sellers and 3rd party service providers
Capacity answers a customer question about a Forbearance Plan


  • Loan forbearance automation

  • Internal Help Desk for Single Point of Contact Team

  • Online Help Desk for Mortgagors

  • FAQs for Mortgagors

  • Automated Loss Mitigation solutions

  • Automated Default Management solutions

  • API Developer Platform for easy connectivity

  • Connectivity of 3rd party service and technology providers

Customers in the spotlight.

See how Capacity is working with mortgage companies to close more loans, faster, at a lower cost.

Paramount Residential Mortgage Group Inc. (PRMG) is on a mission to provide customers with innovative products, cutting edge technology, and industry-leading customer service. PRMG partnered with Capacity to streamline the lending process, answer all refinancing questions and concerns for their borrowers, and support their loan originators and operational employees along the way.

West Community Credit Union (WCCU) found that the more information they made instantly available through the Capacity chatbot, the better informed a potential prospect became, and the further they traveled down the membership acquistion pipeline. This ultimately enabled WCCU to increase total asset holdings by more than 50% in the past three years.

AmeriSave wanted to create an identity to stand out in a crowded market. They believed the best way to bring this persona to life was to give it a personality and the ability to answer questions. Now, its chatbot, Aussie, excludes thier brand’s personality while effectively helping the company leverage and scale by sharing important documents and information.

Learn More About Capacity

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