Your Trusted Guide

AI-driven software for seamless collaboration and secure data management — empowering lending success without leaving anyone behind.

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CLIENTS

Connecting Teams, Streamlining Success

See how mysherpas bridges the gap across departments. Our workflow empowers your entire organization to collaborate effortlessly, ensuring every team stays on the same path toward shared goals.

Trust is the foundation of every journey.

In today’s lending environment, the path to success is fraught with risks – fraud, data breaches and cyber threats. mysherpas acts as your trusted protector, implementing industry-leading security measures and fraud detection protocols to keep your organization and clients safe.

"The security feature guarantees that sensitive personal information (PI) never touches our servers, This added protection provides peace of mind during compliance audits, eliminating risk and uncertainty. At the same time, mysheraps delivers a seamless and initiative experience for both our team and our borrowers, making security effortless."

- Chief Operating Officer

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We task, you summit.

Climbing a mountain is easier with a guide – and sherpasAI acts as your second set of eyes, ensuring nothing gets missed. Our platform generates intelligent task and needs lists, helping your team stay ahead of every detail, no matter how complex the lending process becomes.

"Their AI acts as a second set of eyes, guiding loan packages seamlessly through the process without replacing my team's expertise. By automating task assignments and real-time updates, it allows lending teams to focus on what matters most—reviewing critical items with confidence."

- Chief Credit Officer

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Better visibility for better decisions.

Navigating the different communication preferences of customers and team members can feel like climbing a steep, uneven trail. mysherpas is here to simplify the journey. Our patented platform acts as your Sherpa, weaving together multiple communication channels—email, text, and in-app messaging—into a single thread connected to each working file.

"This software sets itself apart by offering a smart, secure portal that connects all our stakeholders directly to the loan file while providing real-time task management, file uploads, and communication while ensuring seamless transparency and collaboration."

- Chief Information Officer

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Meet your customers where they are.

See how mysherpas bridges the gap across departments. Our workflow empowers your entire organization to collaborate effortlessly, ensuring every team stays on the same path toward shared goals.

"mysherpas collaboration channels are like no other. They create dedicated communication threads for every loan file, automatically granting the entire lending team access to the full history. Unlike other software we’ve tried, their platform ensures no details are missed, empowering teams to make faster, more informed decisions."

- Chief Lending Officer

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When changes arise, mysherpas keeps you on track.

Loans are rarely a straight path—they’re winding, dynamic, and full of unexpected detours. mysherpas guides your working file with intelligence and agility, ensuring that no matter How the loan evolves, the process stays on track.

"The Loan Package Explorer has been a game- changer for us. Its automatic organization ensures we can locate, assign, filter, share, and manage critical loan lists and details with precision and efficiency.""

- Loan Processor

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Integrations

Your Sherpa for Seamless Connections

mysherpas guides your organization to success by integrating with the tools you rely on most.
With our open API and expanding suite of native integrations, you’ll always have the
right connections to reach your destination.

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Your Journey Starts Here

The climb to success begins at base camp. Join our waitlist to take the first step toward summiting your business goals.