Your chats
Projects
Group related chats and give Alfred standing instructions for each project.
Toolkit
Ready-made workflows for mortgage pros, banks, financial advisors, accountants, lawyers, insurance, real estate, construction and everyday money questions. Pick one and Alfred takes it from there.
Sworn statements
Construction loan sworn statements and draws, shared live with the borrower or contractor. Track every contractor, payment, lien waiver and signature until the job is complete and signed off.
Owner dashboard
Your users, subscribers, revenue and Claude costs.
| User | Plan | Joined | Last active | Messages this month | Claude cost this month |
|---|
Jobs
For construction companies: schedule of values, progress billing (pay applications), change orders, job costs, profit and over/under billing on every job.
Pipeline
Track every loan from first call to closing: what each client still owes you, and how close they are to the closing table.
Calculators
Exact numbers, instantly. These run on your device and don't use your Alfred allowance.
Estimates for illustration only, not financial advice. Actual rates, taxes, insurance and PMI vary by lender and location.