AI 'Auto Mates' for
Mortgage Lenders

We build custom AI workflows, systems, and bots that eliminate the repetitive, time-wasting tasks draining your firm’s billable hours - fully compliant, custom, and risk-free.

THE PROBLEM

Where Your Hours Are Disappearing

  • Manual data entry
  • Chasing clients for documents
  • Repeating the same email replies
  • Status updates between departments
  • Moving info between software
  • Billing prep
  • Onboarding forms
  • Creating reports by hand

All of that leads to:

  • Higher stress
  • Lower profitability
  • Growing backlog
  • Slower turnaround
  • Lost billable hours
Reality Check:
You’re probably operating at 60–70% of your real capacity.
ESTIMATED IMPACT

Metric Comparison

Based on a 10-person firm, 32 monthly applications.

Metric Before AI After AI Improvement
Time Per Application 6 Hours 0.5 Hours 91% Faster
Weekly Time Reclaimed 48 Hours 4 Hours 44 Hours Saved
Monthly Time Reclaimed 192 Hours 16 Hours 176 Hours Saved
Document Accuracy Manual/Variable AI-Standardized 100% Reliable

*Results are estimates based on previous client workflows and are not guaranteed. Actual results depend on firm-specific systems and adoption.

HOW IT WORKS

1. We eliminate your most painful workflow immediately.

  • 1 custom AI Auto Mate
  • 50–100 hours saved per month
  • Measurable ROI in under two weeks

2. We audit every department and build a full suite.

  • 30–50% more billable hours captured
  • A firm that grows without hiring
  • Smooth handoffs and fewer mistakes
THE BRAINS

The Team Behind AutoMates

David Gabbay David Gabbay Founder

He is a Computer Science student at the Open University with extensive experience in AI and automation systems, building production-grade solutions across data processing, workflow automation, and system integrations. He has applied this expertise to mortgage and lending workflows, helping financial teams reduce manual work and scale efficiently through AutoMates.

LinkedIn →
Eitan Jacobs Eitan Jacobs Founder

Co-Founder at AutoMates and Owner of SheetCEO, with extensive experience in AI, automation, and software development. Entrepreneur focused on building scalable systems that reduce manual work and drive operational efficiency.

LinkedIn →
Tamir Morris Tamir Morris Strategic Advisor

Strategic Advisor at AutoMates AI & Founder of Morris Enterprises, Tamir brings deep execution experience across private credit, lending tech, and go-to-market strategy. He’s built systems that helped direct lenders and fintechs close $170M+ in deal volume, cut underwriting and origination time by 50–70%, and scale to 8-figure revenues leading 14+ lean teams as a sales manager or consultant at previous ventures. 

LinkedIn →

Ready to automate?

Get your free Time Leak Audit today.