✅ No new systems.
✅ No training.
✅ Just results.
"Runs on autopilot"
Groves IQ completely streamlined my loan process — I don’t miss a single lead, and everything from prequalification to closing runs on autopilot.
—S. Champion- Groves Capital Mortgage Broker
"Groves IQ took our business to levels we never imagined."
Groves IQ helped us integrate AI and SaaS into our business without the overwhelm. The team answered every question and set us up for long-term success.
— J. Tanner- Mortgage Broker
"The ultimate AI engine for finance professionals"
Groves IQ transformed how we manage clients and track deals. The automation saves hours daily, and the onboarding was the most seamless we’ve ever experienced. Truly built for scaling serious businesses. No stress to learn the tech!
— S. Bina- ASA Capital
☑️ 30+ manual steps
☑️ 15+ hours of Endless emails & calls
☑️ Disconnected portals for all parties
☑️ 3 clicks to CTC
☑️ Instant milestone updates
☑️ Full pipeline visibility
☑️ Automated Condition Collection & Review — AI extracts, organizes, validates conditions for all parties.
☑️ Full Pipeline Visibility — Every party sees exactly what’s missing in real time.
☑️ Real-Time Notifications & Updates — Milestones push out automatically to all parties in the transactions.
☑️ Seamless Overlay — Works on top of existing LOS; no retraining, no disruption.
☑️ Secure Portals — Borrower, Title, Escrow each see only what’s relevant to them.
📂 Loan Officer Portal:
☑️ Full dashboard of all uploads
☑️ Approve or reject files with one click
☑️ Add rejection notes that auto-send back to the uploader
☑️ Track status for every open loan file
📬 AE Visibility:
☑️ Get notified instantly when files are uploaded
☑️ View the full pipeline and condition status across all assigned loans in real time
☑️ Let Groves IQ handle reminders and follow-ups
$399/month per user — no setup fees, no contracts.
☑️ Month-to-month subscription
☑️ Unlimited files, portals, and automation
☑️ Secure borrower/title uploads
☑️ AE or Broker user approval tools & real-time chat
Option to White-labeled under your company or branch
Hiring a an assistant or processor costs $900+ per file.
Groves IQ automates the same work for a flat $399/month, unlimited volume allowing your team to do more sales activities, not busy work.
☑️No per-file fees
☑️No training or new tech to learn
☑️No wasted time — just AI clearing conditions
☑️For Brokers → Scale volume without extra staff or training
☑️For Wholesale Lenders & AEs → Offer brokers free AI tools & track every file in real time
☑️For Loan Officers & Teams → Keep borrowers engaged, eliminate follow-up chaos
☑️Enterprise pricing available for lenders, broker shops, and banks.
Ask about discounted per-seat pricing and custom configurations.
☑️ AI Processing solution for Wholesale or Retail lenders and brokers.
The Groves IQ Mission & Story
Mission Statement: To give every broker and lender the power of enterprise-grade automation in a simple, accessible AI layer.
As COO of Groves Capital, I help lead a mortgage banking company that has funded $7B+ in loans, operates in 32 states, and supports over 500 brokers nationwide. That scale gave me the insight to see how much time loan officers and processors were losing to manual tasks — and inspired me to create Groves IQ.
Groves IQ was built to solve my own problem: endless emails, condition tracking, and delays. Today, it empowers retail and wholesale lenders, loan officers, and processors to automate the busywork, stay connected in real time, and free up hours for growth, relationships, and family.
🔑 Top 3 About Me
FinTech Visionary — CEO & Founder of Groves IQ, building AI-powered automation for the lending industry.
Proven Operator — COO of Groves Capital: $7B+ funded, 32 states, 500+ brokers.
Family-First Leader — Solving industry inefficiencies so professionals gain time for what matters most.
PDF: Downloadable product sheet
Demo Video: Walkthrough of the 3-click process
Case Studies: Broker and lender success stories
Blog / Insights: AI in mortgage processing thought leadership
Security and Data Privacy : Groves IQ Resources & Documentation
☑️SOC 1 Audit: In Progress
☑️SOC 2 Certification: Roadmap & Status
☑️Privacy Policy & Data Practices
☑️System Status & Availability Dashboard
Our Approach to Security & Privacy
We combine technical safeguards—such as encryption at rest and in transit, continuous monitoring, and multi-factor authentication—with comprehensive policies and employee training. While no system is 100% impervious, our layered security strategy and transparency are foundational to maintaining your trust.
Security Is Ongoing
We welcome third-party audits and continuously improve our controls. Expect clear, regular updates as we progress toward SOC 2 certification.
☑️SOC 1 In Progress
☑️SOC 2 On the Way
☑️Data Security Commitment
No new tech to learn or systems to integrate, just access your portal, answer 3 easy questions and let your AI do the work!
All confirmations happen inside your portal. You’ll see the parties and conditions before anything is sent.
Yes. You can add a personalized message for each party when reviewing conditions.
Yes. Every portal is encrypted and unique. Each person only sees what’s assigned to them, and documents are tracked safely.
☑️SOC 1 In Progress
☑️SOC 2 On the Way
☑️Data Security Commitment
The borrower (or other party) will get a message with your notes and a link to re-upload.