Ermos AI for settlement correspondence.

Between application and settlement sits a stream of correspondence: status updates, document requests, condition follow-ups, settlement confirmations. Clients judge the brokerage on it, and it is the first thing that slips in a busy month. The unit drafts it from the deal file; your team approves and sends.

How it works on the unit

1
The deal file is the source

Application status, outstanding conditions and lender correspondence are indexed on the unit.

2
Updates draft themselves

Status letters draft from where the deal actually is: what is done, what is pending, what is needed from the client.

3
Requests are specific

Document requests list exactly what is missing for this deal, phrased the way your brokerage asks.

4
Approve and send

Your team reviews and sends through existing channels. The client hears from you sooner, in your voice.

What it changes for clients

The silence between milestones disappears. Updates are accurate because they come from the file, and consistent because ErmosIQ has learned how your brokerage communicates.

Why on-premise matters here

Settlement correspondence references finances, addresses and identity, routine to you, sensitive to the client. Drafting on the unit keeps it in the office.

Common questions

Does it send messages automatically?
No. Drafts are approved by your team and sent through your existing email or SMS channels.
Does it know where each deal is up to?
It drafts from the deal file as indexed on your network. Keeping your file current is what keeps updates accurate, same as today.
Can it handle settlement-day letters?
Yes: confirmations, next steps and welcome letters draft from the completed file in your format, ready for a final check and send.

See Dominion answering from your own documents.

A demonstration takes 30 minutes, uses no client data, and comes with no obligation.

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