The mobile companion
Underwriting that keeps up with the deal.
Record the broker call. Review the updates and action.
01 · Record
Capture the call, on the spot.
After a broker call, or during it, open Pocket, pick the submission, and hit record. The audio is transcribed on the spot.
02 · Ground
Lore identifies the key actions.
Lore reads the transcript against the submission and proposes structured updates, from corrected figures to the premium you negotiated.
03 · Review
You review each proposed change and accept or skip it.
Nothing is applied automatically. Same rules as the desk, on a smaller screen.
04 · On the record
The file carries your decisions.
Accepted changes flow back into the same submission: what changed, when, from which conversation, and who accepted it. Anything that is not a field change lands as a structured note.
What it provides
The conversation becomes the update.
No more lost intelligence
The price agreed on a call, the concession, the correction that never reached the file. That gap closes. The conversation becomes the update.
Same rules, smaller screen
Lore proposes, a person approves, everything is audited. A voice note carries the same record as a desk decision.
Your decisions land on the file faster
Submissions stay current between desk sessions, so the next appetite run and the next reviewer see what was actually agreed, not last week's snapshot.
One recording instead of three jobs
One recording replaces the scribbled note, the memory-jog email and the manual re-keying.