Forward or receive the commitment
Use the Outlook inbox you connect to REMY. Forward the lender email there, or let it arrive there normally. Only commitment-related PDF messages enter this workflow.
REMY✦ A THOUGHTFUL COMMITMENT ASSISTANT
Less chasing.
More funding.
Forward a lender commitment to the Outlook inbox you connect—or receive it there normally. REMY finds the PDF, reads the mortgage terms and conditions with Luna, and gives you the original document beside a structured summary to confirm before anything moves forward.
iPhone app · Private tester rollout
9:41•••
GOOD MORNING
You've got this.
Here's what needs your attention today.
✦ REMY BRIEF
One clear next step.
Review the outstanding lender condition for the Lee mortgage.
12Condition deadlineTomorrow · 5:00 PM
✓
PDF read with LunaOriginal ready for your review
☀⌂⚙
✓
Commitment confirmedSource PDF reviewed
↗
Funding addedAfter your confirmation
OutlookSharePointCalendarSendblue
✦ FROM FORWARDED PDF TO FUNDING
One commitment starts the whole workflow.
REMY turns a lender PDF into an organized mortgage file without asking you to trust a black box.
Preserve the lender PDF
REMY keeps the original PDF private and unchanged, records its source, and creates a clear document trail before extraction begins.
Luna reads the mortgage details
REMY extracts the lender, borrowers, property, amount, rate, funding date, signatures, expiry dates, and conditions—with page evidence and confidence.
Review against the source
Open the original commitment inside the app, compare it with REMY's summary, and confirm it. Missing or uncertain information stays visibly unconfirmed.
Start the file workflow
Once confirmed, REMY creates the checklist, unlocks relevant calendar dates, and brings the next mortgage action to your Today page.
Approve every communication
Client email drafts and Sendblue messages remain approval-first. REMY never sends a client message just because a PDF was read.
COMMITMENT.PDFSource preserved
LUNA EXTRACTION
A structured file, with proof.
Lender & referenceFound · page 1
Loan terms & rateFound · page 2
Funding & expiry datesReview · page 3
Lender conditions8 items · pages 4–7
✓
Human review gateNo downstream action before confirmation
✦ WHAT HAPPENS AFTER YOU CONFIRM
The rest of the workflow begins—with you still in control.
Checklist
Each lender condition becomes a trackable task. You decide which items are safe and appropriate to show the client.
Calendar
Confirmed condition, expiry, and funding dates can be added to Outlook Calendar without relying on unreviewed AI output.
Client update drafts
Branded Monday and Friday “Documents Needed” emails can be prepared from client-visible outstanding items for your approval.
Text REMY
Use the property street number to ask for a file summary or condition status through Sendblue. REMY answers the agent—not the client—by default.
Compliance archive
After the brokerage administrator grants access, confirmed documents can be organized in the designated Microsoft 365 / SharePoint location.
✦ OPTIONAL CONNECTED SERVICES
Connect what your mortgage workflow needs
Each connection is separate, permission-based, and removable. The current private tester flow starts with Outlook; additional provider support will be released only after it passes the same review and privacy checks.
Outlook email
TESTER READYReads commitment-related messages and their PDF attachments when you run a sync. It does not treat every email as a mortgage file.
Microsoft 365 / SharePoint
ADMIN APPROVALStores confirmed mortgage documents in the brokerage-controlled archive after the compliance administrator grants access.
Outlook Calendar
AFTER REVIEWAdds confirmed funding, condition, and expiry dates. Unreviewed AI extraction never creates calendar events.
Sendblue
CONNECTEDLets the agent text REMY using a street number for context and sends a Monday/Friday reminder when an active file is missing client contact details.
Gmail & Google Calendar
COMING SOONThe Google connection foundation is being prepared, but it is not presented as production-ready until provider testing is complete.
Connected-service access is optional, permission-based, and used only to provide the features the agent requests. Access can be disconnected at any time. Read how connected-service data is handled.
MEET YOUR NEW MORTGAGE RHYTHMMortgage files move fast.
Talk to REMY support