Finance
Mortgage (Finance) — one Finance workspace
Mortgage teams usually stall when mortgage filing and close deadlines live in a shared spreadsheet. Omni Group gives Finance operators AI drafts that stay inside the mortgage operating process, starting from Launch at €79 / $89 per month. Add a Mortgage-specific package only when you need it; the workspace already covers day-to-day ops. Typical next buy: Workflow design.
- • Finance teams see that mortgage workpapers and the filed pack sit in different drives
- • Finance teams see that clients ask for mortgage status because there is no portal
- • Finance teams see that mortgage client documents arrive as email attachments
Launch
€79 / $89
Start on Launch for Mortgage. If this finance niche needs a scoped pack next, Workflow design is the usual fit — SOPs for intake, review, and delivery.
Growth
€249 / $279
Start on Launch for Mortgage. If this finance niche needs a scoped pack next, Workflow design is the usual fit — SOPs for intake, review, and delivery.
Scale
€429 / $469
Start on Launch for Mortgage. If this finance niche needs a scoped pack next, Workflow design is the usual fit — SOPs for intake, review, and delivery.
Vertical package
Ready to buy€349/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. Client KYC packet
record
- 2. CRM onboarding ledger
create-contact
- 3. Quote + invoice
invoice
- 4. Reconcile payment
run
- 5. Notify unlock
send
- 6. Exception queue
create