almost
orbital
Book a discovery call
↗
MORTGAGE & LENDING
The loan closes. The relationship continues.
A borrower may not need another loan today. A realtor may not have a referral this week. Staying useful between those moments takes care—and a workflow that makes personal follow-up easier to sustain. That is the challenge behind LightSend.
THE STORY BEHIND THE WORKFLOW
Build the habit behind the relationship.
01
Begin with the conversation you do not want to lose.
Alex Hernandez saw past clients choose another lender because he had not stayed in touch. More contacts would not solve that problem on their own. The product needed to help a loan officer remember who to contact, when to reach out, and what would make the message relevant.
02
Turn good intentions into a daily rhythm.
We built LightSend around individual campaign timelines and recurring broadcasts. Each contact can follow a planned sequence, while the home screen brings the next actions together. Messages use the native phone workflow, keeping the loan officer involved in the personal touch.
03
Connect the tools to the way people actually work.
Relationships already live across contact lists and specialist platforms. LightSend’s RateUpdate integration brings contacts and broadcasts into the same mobile workflow. The engineering supports a simple experience: know who needs attention, review the message, and keep the relationship moving.
FEATURED WORK / LIGHTSEND
Personal outreach for mortgage relationships.
We built LightSend for loan officers keeping in touch with borrowers and realtors: a published iOS CRM with individual campaign timelines, recurring broadcasts, and RateUpdate integration.
Explore LightSend
↗
Make your next move
a clear one.
Bring the business priority, the systems involved, and the outcome you need. We’ll help you define a practical next step.
Book a discovery call
↗
THE MANUAL WAY
Every email starts the work again.
INCOMING CUSTOMER REQUEST
Charged twice
Hi, I was charged twice for invoice #1048. Could you check this?
Maya · Customer
Read & interpret
One email at a time
Copy into a system
The same details, again
Forward to billing
Wait for the right person
Write a reply
Start from scratch
Invoice #1048
Duplicate charge
Billing issue / Normal urgency
TICKET CREATED AUTOMATICALLY
Billing support
#1048 · Duplicate charge
REPLY DRAFTED FOR REVIEW
Hi Maya, our billing team will review the duplicate charge on invoice #1048.
almost
orbital
MORTGAGE & LENDING
The loan closes. The relationship continues.
A borrower may not need another loan today. A realtor may not have a referral this week. Staying useful between those moments takes care—and a workflow that makes personal follow-up easier to sustain. That is the challenge behind LightSend.
THE STORY BEHIND THE WORKFLOW
Build the habit behind the relationship.
01
Begin with the conversation you do not want to lose.
Alex Hernandez saw past clients choose another lender because he had not stayed in touch. More contacts would not solve that problem on their own. The product needed to help a loan officer remember who to contact, when to reach out, and what would make the message relevant.
02
Turn good intentions into a daily rhythm.
We built LightSend around individual campaign timelines and recurring broadcasts. Each contact can follow a planned sequence, while the home screen brings the next actions together. Messages use the native phone workflow, keeping the loan officer involved in the personal touch.
03
Connect the tools to the way people actually work.
Relationships already live across contact lists and specialist platforms. LightSend’s RateUpdate integration brings contacts and broadcasts into the same mobile workflow. The engineering supports a simple experience: know who needs attention, review the message, and keep the relationship moving.
FEATURED WORK / LIGHTSEND
Personal outreach for mortgage relationships.
We built LightSend for loan officers keeping in touch with borrowers and realtors: a published iOS CRM with individual campaign timelines, recurring broadcasts, and RateUpdate integration.
Explore LightSend
↗
Make your next movea clear one.
Bring the business priority, the systems involved, and the outcome you need. We’ll help you define a practical next step.
Book a discovery call
↗
THE MANUAL WAY
Every email starts the work again.
INCOMING CUSTOMER REQUEST
Charged twice
Hi, I was charged twice for invoice #1048. Could you check this?
Maya · Customer
Read & interpret
One email at a time
Copy into a system
The same details, again
Forward to billing
Wait for the right person
Write a reply
Start from scratch
Invoice #1048
Duplicate charge
Billing issue / Normal urgency
TICKET CREATED AUTOMATICALLY
Billing support
#1048 · Duplicate charge
REPLY DRAFTED FOR REVIEW
Hi Maya, our billing team will review the duplicate charge on invoice #1048.