Built for mortgage & financial advisors
From meeting to documents — automatically
AffordX captures your client meetings and instantly produces structured documents, so you can stay focused on advice, not admin.
Advisor-centric by design
AffordX records client conversations, transcribes them accurately, and produces structured meeting notes in your preferred template — ready to be attached to the client's application.
More than transcription — a complete workflow for advisors
AffordX gives you an AI note-taking tool inside a full mortgage ecosystem. It integrates directly with your mortgage workflow: meetings, notes, applications, templates — all working together in one place. Less admin. More client time.
Meetings dashboard
View all recordings in one place. Search, filter, review transcripts, and generate client notes instantly.
After the meeting
Convert recordings into professional summary notes automatically. Highlight key decisions, action items, and lending details — ready for lenders or your CRM.
One click to done
Generate notes in one click, export into templates, share with your team or attach straight to the application.
AffordX recorder app
Record in person, or upload phone meetings with the AffordX app
Capture every client conversation wherever it happens — in the office, on site, or over the phone — and let AffordX turn it into lender-ready notes.
