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

Mortgage operations haven’t changed in decades — and the messy middle slows everyone down.
For Enterprise Lenders
☑️ 30+ manual steps between CLA and clear-to-close
☑️ Processors & LOs buried in repetitive tasks
☑️ Thousands of emails with no audit trail
☑️ Title, escrow, insurance & appraisal operating in silos
☑️ Delays that increase cost and reduce pull-through
For Individual Loan Officers
☑️ Conditions scattered across portals and emails
☑️ No single place to see file status
☑️ Borrowers and partners constantly asking for updates
☑️ Easy deals becoming time-consuming deals
The result: slower closings, rising costs, stalled pipelines, and frustrated teams + clients.
Groves IQ provides the AI workflow infrastructure that orchestrates the entire approval-to-close process — without disrupting your existing systems.
For Enterprise Lenders
☑️ Streamlined Workflows: Fewer steps, faster turnarounds
☑️ AI-Powered Routing: Every task sent to the right party, automatically
☑️ Full Pipeline Visibility: Real-time updates across teams and third parties
☑️ Seamless Overlay: Works with your LOS/POS — no rip-and-replace
For Individual Loan Officers
☑️ One Command Center: All conditions, updates, and milestones in one place
☑️ Smarter Follow-Through: No more chasing conditions or guessing status
☑️ Borrower Transparency: Clear updates lead to smoother closings
☑️ Simple Setup: Start instantly — no training required
1️⃣ Clarity & Visibility
A single command center for your entire approval-to-close workflow.
Every file, every milestone, every update — all in one place with audit trails and real-time status visibility for loan officers, processors, borrowers, and partners.
2️⃣ Intelligent Workflow Execution
Groves IQ reduces the 30+ steps in mortgage operations into an organized, streamlined flow.
Milestone tracking, chat-based communication, and an AI Pipeline Assistant help keep conditions moving and ensure nothing falls through the cracks.
3️⃣ Seamless Collaboration
Everyone involved in the loan — lender teams, brokers, title, escrow, insurance, appraisal, and borrowers — stays aligned through a shared workspace.
No new systems to learn, no disruptions, just a smoother, faster path from conditional approval to clear-to-close.

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.
