CommerceServer for Mortgage Brokerages
We build, manage and improve them for your brokerage.
We completely rebuild your website, customize your mortgage CRM and put Buffaly bots to work answering inquiries and organizing follow-up. Then we keep adding the features and improvements you need every month.
One monthly subscription.
No build fee. Changes included.
Launched in your first month. Built and run by the same team.
The client record includes the question, property and conversation.
Illustrative workflow. Explore the bot jobs below.
No live customer activity or borrower data.
Included services
We build and manage your website, set up your mortgage CRM, maintain your AI bots and make ongoing improvements. You work with one team for all four services.
We design, build and maintain a mobile-friendly mortgage website. Customers can compare loan programs, find a loan officer, browse properties, estimate payments and contact your team.
We set up your customer relationship management system (CRM) to track inquiries, client records, loan history and follow-up. We customize the fields, dashboards and processes for your brokerage.
We configure and maintain bots that answer questions using your brokerage's information, record inquiries, assign them to loan officers and prepare follow-up. You decide which actions run automatically and which require your team's review.
We improve your website's content and search engine optimization (SEO), add CRM features and update bot workflows. Tell us what you need; we work through your priorities in order as part of your subscription.
Powered by Buffaly
Choose a bot below to see its tasks and example results. We configure and maintain these workflows for your brokerage.
“Show me Ocala homes under $350,000 and help me speak with a loan officer.”
Search the published inventory by location and budget. Keep the property page and its financing context together.
Illustration only. No live inventory query is made in this preview.
The visitor chooses a home and inputs. The bot calls the payment tool, then carries the estimate and its assumptions into the conversation.
A payment estimate, not a rate quote or approval. No calculation is performed by this mock-up.
With the visitor's consent, create or match the inquiry and retain the page, property and conversation that brought them here.
Example output. No contact or CRM record is created here.
Apply the brokerage's assignment rules. The officer receives the visitor's question, selected property, conversation and payment estimate inputs.
Sample staff handoff; no officer is notified.
Offer available times and confirm only once a booking is saved. If booking isn't available, leave an explicit follow-up task for the officer.
Alternative outcomes, not two completed actions. Nothing is booked in this preview.
“I'm buying my first home. Can someone help me understand where to start?”
This is an example workflow, not a submitted lead or saved appointment.
“Update our new officer's bio and improve the first-time-buyer page.”
Illustrated request-to-release process. No website is changed by this demo.
“Show me this month's loan anniversaries and prepare the follow-up.”
No messages are sent. Recorded-rate views do not establish refinance eligibility.
“What needs my attention today? Pull the context together and prepare the next steps.”
Sample role, not a live customer dashboard. Private records remain permission-bound.
No property inventory? Lead Desk works from your loan-program pages, officer profiles and general inquiries too.
Get my walkthroughBuilt for a real mortgage business
Verasol Lending Solutions · Lake Mary, Florida
We rebuilt the public website and connected it to the way the brokerage works: loan-officer profiles, property listings, financing tools, inquiries, appointments and mortgage-specific client views.
The work didn't end with a website launch. We kept building around their officers, their client history and the opportunities they needed to see.
Get my walkthroughReal website, CRM and custom-development work. The illustrated bot workflows above show the proposed connected experience, not existing Verasol bot activity.
Modernized the public website, connected inquiries and native appointment booking to the CRM, and supported the team’s loan-officer profiles.
Searchable properties, photos, payment estimates and listings associated with individual loan officers.
Mortgage inquiries and past-loan records are linked to the responsible loan officer for follow-up.
Custom views for recorded-rate thresholds, birthdays and loan anniversaries.
How the service works
We build your website, configure your CRM and set up your initial bot workflows in the first month. After launch, we maintain them, support your team and develop new features.
There is no build fee or separate development bill for changes to the system we run. You set the priorities; we work through them in order, a set number at a time for your plan.
Build and launchYour website, CRM and initial bot workflows.
Maintain and supportWebsite maintenance, bot monitoring and team support.
Develop new featuresNew pages, dashboards, bots and SEO improvements.
ONE SERVICE. ONE TEAM.
$500 / month
No build fee. Changes included.
Package scope, usage and active request capacity are agreed before starting.
How we use Buffaly
We use Buffaly, our own software engineering system, to build your website and custom features. We also configure Buffaly bots to answer inquiries, organize follow-up and handle tasks for your team.
We customize an existing commerce and CRM platform rather than building every feature from scratch. Our team is responsible for setup, maintenance, support and ongoing development.
Build pages, CRM features and automated workflows.
Answer inquiries, assign officers and prepare follow-up.
We're happy to help with whatever software your business needs. Changes to the system we run for you are included: your website, CRM, property experience, bot routines and the next feature your team needs. If you need a separate product or app, we'll gladly talk it through. It just isn't part of this subscription. Requests are worked in order, a set number at a time for your plan.
Your loan origination and application systems continue handling loan processing and documents. CommerceServer manages your website, CRM and agreed bot workflows. We determine which connections your setup needs.
Service details
Yes. We rebuild around your brokerage, loan programs, officers and customer journeys. It is not a chatbot added to an unchanged site.
They work on the routines we configure for your business: answering property and program questions, organizing inquiries, preparing follow-up, creating tasks and managing website changes. You see what completed and what needs your team.
No. We configure and maintain them as part of the system we run for you. You tell us the job and the result you want.
Your site can focus on loan programs, officers, appointments and borrower inquiries. Listings are useful when they fit your business—not a requirement for buying it.
No. Keep your lending and application systems. CommerceServer improves the website, relationships and operating work around them, with connections chosen for your setup.
Tell us. Changes to the system we run are included, and we work through your priorities in order within your plan's active request count. A separate app is a separate conversation; an improvement to your system isn't another project bill.
We set the working rules with you: which routines can run, which need review and when a staff member takes over. Your officers handle the lending recommendations and decisions.
We identify external services and any phone, messaging or additional usage costs before starting. The build and included changes don't become surprise development invoices.
Request a demonstration
We'll show you the website, property listings and CRM features we built for Verasol. Then we'll discuss the website changes, bot tasks and custom features your brokerage needs.
Tell us about your brokerage and the website, CRM or follow-up work you want to improve. Our inquiry page connects your request to our team.
Request my walkthroughPlease do not include borrower information. Sending an inquiry does not book an appointment.
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