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How it works

Your CRM shouldn’t be another job.

It should do the work for you. Orego is the AI-native operating system for mortgage brokers. Say what you need in plain English, and Orego does it.

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Orego narrows 1,284 clients to the 20 who renew in the next six months, haven’t been contacted and have no application in progress, then drafts a renewal check-in that waits for the broker’s approval.

Web, iPhone and Android

Things brokers say to Orego

  • “What should I focus on today?”
  • “Who renews in the next 180 days?”
  • “Create tasks for the team.”
  • “Which realtors sent me deals this year?”
  • “Send each client a personalized reminder.”
  • “Which deals are at risk?”
  • “Compare this quarter to last quarter.”
  • “If they book a call, move them to Discovery.”
  • “Exclude anyone with an active application.”
  • “Who could save by switching?”
  • “Show me Michael’s deals.”
  • “When a file is approved, tell the realtor.”
  • “Can she qualify at the stress test rate?”
  • “Send a market update to my realtor partners.”
  • “Start my 120-day renewal workflow.”
  • “Which referral sources bring the best clients?”
  • “Make a plan for each one.”
  • “Create a quarterly check-in for my partners.”

The journey

From the first call to the fifth renewal.

Follow one brokerage through the life of its business. At every step someone says what they need, and Orego does it.

  1. 01New leadDay 1, 9:47 pm

    A lead comes in after hours. Orego answers first.

    It links the realtor who sent her, gives her to the broker on call and drafts a reply before anyone opens a laptop.

    ForLead convertersTeamsAutomation builders

  2. 02QualificationDay 2, 8:12 am

    Between meetings, in a sentence.

    Leaving a showing, the broker says what they learned. Orego files it in the right places and sets the reminder.

    ForMobile brokersNew brokersUnderwriters

  3. 03ApplicationDay 3, 7:58 am

    Start the day with what matters.

    Before the first call, Orego has read every file and knows which three things can’t wait.

    ForBrokersHigh-volume brokers

  4. 04DocumentsDay 5

    The paperwork chases itself.

    Orego knows which papers each lender wants, asks each client for what is missing in their own language, and checks them off as they arrive.

    ForAssistantsBorrowersBilingual brokerages

  5. 05UnderwritingDay 9

    The whole team, one pipeline.

    Agents, assistants and underwriters work the same board. Orego moves files, narrows it to one person and covers for whoever is away.

    ForTeamsBroker owners

  6. 06ApprovalDay 16

    Conditions, before they become problems.

    Every condition a lender sets lands on the day it is due, with someone to clear it. When a file is approved, the realtor hears about it without a phone call.

    ForFulfillmentUnderwritersRealtor partners

  7. 07FundingDay 41

    Nothing falls through the cracks.

    With 140 files open, Orego watches every one: deadlines, quiet clients, conditions, rate holds. It tells you where to look, and why.

    ForHigh-volume brokersBrokers who just want it done

  8. 08RelationshipMonth 3

    Relationships, kept warm.

    Realtors, planners, lawyers and past clients send the next deals. Orego knows who sent what, and who you haven’t called in a while.

    ForRelationship buildersMarketers

  9. 09RenewalYear 4, month 7

    Your book is your next business.

    Every funded client renews. Orego watches every maturity date and starts each renewal early enough to win it.

    ForRenewal specialistsRate-move specialists

  10. 10ReferralYear 5

    Past clients send the next ones.

    Orego turns the whole database into the next campaign, and only writes to people who agreed to hear from you.

    ForMarketersRelationship builders

  11. 11Your businessAny day

    Ask the brokerage anything.

    Owners and data-minded brokers ask the book questions and get answers, not dashboards to build. And Orego acts on what it finds.

    ForBroker ownersData-driven brokersTeams

Every seat

One Orego. Every seat in the brokerage.

Each person opens Orego to their own day: what is waiting for them, and the questions their job asks.

AlexBroker01 / 08

Advising clients and closing deals, not running software.

  • 7 due
  • 4 to review
  • 2 renewals
Broker
MichaelTeam lead02 / 08

Agents, assistants and underwriters on one book.

  • 5 people
  • 3 overdue tasks
  • 12 in underwriting
Team lead
RahimaBroker owner03 / 08

The whole brokerage, without asking anyone for a report.

  • $48.2M funded
  • 412 leads
  • 23% converted
Broker owner
JennyAssistant04 / 08

Documents, conditions and client updates, faster.

  • 9 papers to check
  • 4 conditions this week
  • 6 clients waiting
Assistant
DanielUnderwriter05 / 08

Qualification, lender fit and penalties, worked out.

  • 6 files to assess
  • 2 exceptions
  • 1 rate hold ending
Underwriter
HélèneCompliance06 / 08

FINTRAC, consent and disclosures, on every file.

  • 3 missing ID
  • 1 late disclosure
  • 2,140 actions logged
Compliance
SamMarketing07 / 08

Campaigns built from what the CRM knows.

  • 2,140 leads
  • 318 can be emailed
  • 14 partners
Marketing
JordanNew broker08 / 08

Structure from the first client, and the rules close at hand.

  • 12 leads
  • 3 tasks today
  • 1 file funded
New broker

The old way

Software made you work its way.

The same request, twice: once the way CRMs ask you to work, once the way you would say it.

A traditional CRM0 clicks
  1. Traditional CRMs store your business.Orego understands it.
  2. Traditional CRMs wait for you to update them.Orego works with you.
  3. Traditional CRMs give you tools.Orego gives you an agent that uses them for you.

The operating system

Everything your business runs on, in one conversation.

One sentence can touch the file, the calendar, the client, the realtor and the team. Orego knows where each part lives and does them in order.

Trust

Calm, capable and on the record.

Orego works for real businesses with real clients. It is built to be trusted with them.

  • It asks before it actsAnything Orego would change or send waits for your yes.
    Send these emails?Renewal check-in to 20 clients
    SendNot now
  • Every action is on the recordWhat Orego did, for whom and when, is in the audit log, in words.
    1. 10:42Sent 20 renewal emailsCopilot, for Alex Martin
    2. 10:41Approved a campaignAlex Martin
    3. 10:39Drafted a campaign for 20 clientsCopilot, for Alex Martin
  • It works inside your permissionsOrego can do what the person asking can do, and nothing more.
    Viewers can’t send campaigns. Ask an admin for edit access.
  • Your data stays in CanadaHosted in Montréal and Toronto, in English and French.
    MontréalToronto
    English · Français

Your CRM should do the work for you.

Orego is the AI-native operating system for mortgage professionals. Say what you need. Orego does the work.

Get early accessSign in

On the web, iPhone and Android