Our work · Mortgage

CPF Mortgage finds the refinance before the borrower asks.

We built CPF a private AI suite, a new cpfloans.com, and AHEAD: a refinance engine that reruns every past client’s numbers when rates move and starts the conversation.

Sites in CPF’s suite: a chat asking what to change on cpfloans.com, beside a live preview of the CPF Mortgage home page

Sites, inside the suite. CPF’s team changes cpfloans.com by chatting, watches the preview, then publishes.

Their own AI suite

Just Superhuman’s suite, running under CPF’s name on CPF’s own server. One sign-in, and every change is logged with who made it.

manage.cpfloans.com

  • Assistant

    Ask Claude to work across every tool, in plain language.

  • Sites

    Change cpfloans.com by chatting, watch it live, publish when it’s right.

  • JustImagine

    Images, video and voices in CPF’s brand, with a consistent cast.

  • Cast

    Profiles and illustrated looks for the people CPF features.

  • JustPosts

    Carousels and reels, captioned and scheduled once someone approves.

  • JustMemes

    Pick a meme format, add the words, download it.

  • Analytics

    Traffic, pages and sources from PostHog and Google Analytics.

  • Home Value Reports

    Leads from texts, the website and chat, with every property report.

  • Status

    Every service and every limit, watched for them.

JustPosts with CPF Mortgage’s posts: a carousel about the home appraisal, with the caption editor
179 posts in CPF’s queue, each published only after someone approves it.
The suite’s Status page: CPU, memory, storage and Claude usage, and every service marked working
Status: every service and every limit, watched for them.

Built alongside it

  1. 01

    cpfloans.com

    Rebuilt in Astro. Staff change it from Sites.

  2. 02

    Home values by text

    Text an address, get a CPF-branded report.

  3. 03

    CPF’s MCP server

    The same reports inside ChatGPT and Claude.

AHEAD · Refinance automation

AHEAD: refinance analysis by CPF Mortgage

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new loan leads in two months

  1. 01

    Every past client, in one place

    The portfolio comes in from a CSV, or one guided analysis at a time.

  2. 02

    Rates move, everyone is rescored

    Set the new rate and AHEAD reruns every loan, with the home’s value from CPF’s own report and Zillow.

  3. 03

    Only real wins get flagged

    Refi Watch checks the rate drop, the monthly savings and the break-even before anyone sees a lead.

  4. 04

    The loan officer says go

    Personal emails and letters are drafted for each borrower. Nothing goes out until a person approves it.

AHEAD’s overview with sample borrowers: Refi Watch, the strongest opportunities and the path from possibility to conversation
AHEAD’s overview, shown here with sample borrowers.
AHEAD’s sign-in: Better conversations. Clearer possibilities. With CPF’s 3D mascot holding a house
“Estimates inform the conversation. People make the decision.”

Your turn

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From $399 a month