Sunfield
Borrower calls that write themselves into your CRM.
Sunfield joins Zoom, Meet, or Teams, captures the mortgage conversation, and pushes approved notes to Follow Up Boss, Salesforce, or Encompass.
How it works
From live meeting to CRM file — without retyping.
Built for loan officers who live on back-to-back borrower calls and still need clean notes in the LOS before the next appointment.
01
Invite Sunfield
Add the notetaker to Zoom, Google Meet, or Microsoft Teams. It joins on time and listens to the full conversation.
02
Review the extract
AI pulls borrower facts, loan amount, property details, missing docs, and follow-ups into a structured review you control.
03
Push to CRM / LOS
Approve once. Sunfield writes contacts, notes, and tasks into Follow Up Boss, Salesforce, or Encompass.
Built for mortgage desks
Not another generic meeting app.
Sunfield understands purchase vs refinance, rate locks, appraisals, conditions, and the handoff between your CRM and LOS. Notes land where your pipeline already lives — not in a separate notebook you never open again.
- Loan officers & mortgage brokers
- Bank and credit-union lending teams
- Ops staff who clean up after every call
System of record
Writes where LOs already work.
Connect once. After each approved review, Sunfield syncs contacts, notes, and tasks to your CRM or LOS.
Stop rebuilding the file after every call.
Start with Google. Connect your CRM when you are ready. Your next borrower meeting can leave a clean trail behind it.