Brysen's workspace
Your daily work, client relationships, and lending tools in one private workspace.
Session Security
This session is about to sign out because the app has been inactive.
Outreach sequence
Account
Administration
Create a private account, assign its role, and email a generated 20-character password.
Connected service
Keep the shared Realtor CRM available in the MLO CRM folder in Microsoft 365.
Security
Account
A complete history of workspace changes and automatic events.
Use the web-only credentials you configure for this app. Access is intentionally closed.
Company knowledge
One searchable source-document library with CRM attachments and corresponding Dropbox locations.
Structured working source
Requirements reference authoritative source documents and feed version-specific controls, QC reviews, findings, and evidence.
Versioned completion proof
Operational controls may stand on an internal standard alone. Compliance controls can link the exact approved requirement versions in force.
Upload one shared workbook that every signed-in session uses for housing scenarios.
Local web version of the daily rate sheet. Built for phone use first and browser print-to-PDF.
Brand Profile: Default. These details feed printable materials, including the return address on seller envelopes.
Save one default daily rate sheet profile, create today's email package with commentary + PDF, then send it to your list.
CRM Daily Review
Walk through all 6 sections to generate a live rate recommendation, payment breakdown, and printable quote details.
Expert Quote Builder
Walk through a guided flow so we can recommend the right rate option and estimate a realistic monthly payment.
What kind of loan are you taking out?
Purchase selected. How much is the property, and how do you want to structure the loan?
Property price stays fixed. The last loan field you changed drives the other two.
Program minimums can vary, but a common starting point is around 5% down for conventional, 3.5% for FHA, and low-to-no down payment for eligible VA or USDA borrowers.
Tell us a bit more about the property so we can keep narrowing the quote.
Primary: The home you plan to live in as your main residence for most of the year.
Secondary: A second home used mainly for your own personal occupancy. Eligibility rules can vary by lender, distance, and intended use.
Investment: A property you are buying to rent out, hold for income, or otherwise use as an investment rather than a residence.
Tell us a bit about the financial picture we should use for the quote.
We are using direct number inputs here so the quote flow can stay more precise than a broad score bucket.
Household members and household income are being collected now so we can support future qualification and assistance logic without changing the flow later.
Where is the property located?
Utah counties are available now. If a different state is selected, we will pause the flow and show a licensing message before continuing.
Live pricing generated from the active rate sheet using your quote details.
Capture quick contact info for follow-up. The last quote is attached automatically when available.
Keep preapproval, self-employed income math, and credit-read notes in one workspace.
Manage Realtor outreach, reverse mortgage mailings, saved houses, and open houses.
Open the letters and matching envelopes below. Print up to 50 flyers, then run the matching envelopes as one continuous job. Refill the tray as needed.
Loading your mailing queue...
Hypothetical value is $5 per letter marked mailed. This is a planning estimate, not revenue received. A full batch of 50 adds $250.
Prepare your next 50 households, print each PDF once, then mark the batch mailed after sending it. An unfinished batch stays here when you return.
The export did not include an owner-occupancy field. If you verified that the full list was filtered to owner-occupied homes in PropertyRadar, confirm it below. Other review holds remain excluded.
Start with one blank #10 envelope. This sample uses the same address positions as your mailing batch.
For a single test, use the front single-envelope slot (Tray 1). Put the address side up and feed the short edge nearest the stamp into the printer first. Adjust the guides to touch the envelope edges.
Choose Tray 1 as the paper source, Envelope as the paper type, and #10 as the paper size. Load up to ten envelopes in Tray 2, address side up, short stamp edge first, and select Manual feed (Tray 2). When the tray runs out, refill it and resume the same job; do not start another copy. HP loading instructions
Opens one sample PDF for you to print. Uses fictional addresses and does not change your prepared batches or mark anything mailed.
Your print plan: flyers + one continuous envelope job. The envelope PDF includes the entire saved batch. Set Copies to 1: each PDF already includes one page per household.
Flyers: Letter paper, single-sided, actual size. Envelopes: #10 (9.5 × 4.125 inches), Envelope paper type, actual size. Match names and household ranges as you stuff the envelopes.
Flyers greet recipients by name, including names such as “A. Clay.” Envelope names and addresses are centered. Middle names are omitted unless needed with a first initial. Shared last names print as “For Jon & Jane Doe”; different last names print on separate lines. Reopen the flyer or envelope PDF here to get the latest layout; previously downloaded files keep their old formatting.
MLS
Realtor first · homeowner second
The batch import fills these fields. Keep them available for review or correction; calling stays blocked until the Realtor call, owner match, phone, and current DNC clearance are documented.
Call brief
Your click advances immediately. Saving and task updates finish quietly in the background.
Open a house to load current pricing.
Save the lead with the Realtor and house attached. A phone number also queues a high-priority call for today.
MLS-first review
Copy the MLS number, check the listing, then save what you can verify. If it disappeared without details, use No longer listed and we'll assume it sold.
CRM status: Status unknown
This keeps Realtor referral credit accurate.
Listing Verification
Move active clients through the pipeline, then open their loan files for the 1003 and document verification.
First call
Capture the caller's details now and come back for anything still unknown.
Start a new intake or select an existing client.
Active clients
Loan files
Click a file to open its loan workspace.
LOS Pipeline
Document Analyzer
Your relationships, follow-ups, and projects in one place. Build out your workflow as you need it.
Relationship marketing
Client clients, Realtor clients, and house clients stay separate while sharing one follow-up rhythm.
Tag-driven outreach sequences. Enroll a client once; active campaigns then auto-send their emails and create checkup tasks on schedule. A campaign sends nothing until you switch it Active.
Daily operating plan
Building today's plan from shared commitments and tasks.
Client Workspace
Client
Client Controls
Realtor
Brokerage
Long-term plans
Keep the complete goal visible while each step opens into the work needed to finish it.
Long-term plan
Roadmap step
Today
Loading today's priorities…
Deal-building score
No revenue-producing interactions logged yet.
Motivational activity value—not booked or deposited income.Timed work and fixed commitments
First up
Office workspace
Personal planning record
Shared office list
Each section is fed by the task’s Work Area tag. Click any task or client to update its details, notes, dates, or reminders.
Start here each morning. Prospects are reviewed at 14 days and need a move-forward, future, or dead-lead decision at 30 days.
Tasks tagged General Office, regardless of whose daily list they land on.
Training, procedures, audits, and the work that keeps the office clean.
Focus on your current priorities, outreach, and personal projects.
Owner view
Open a plan to see its steps, tasks, and subtasks.
Expand a project when you need its milestones and progress tools.
Office list
Build the week in time: appointments stay fixed and task blocks show when the work will happen.
External calendars will publish this same shared schedule. Google Calendar is the next connection.
Fast capture
Copy the list from Word and paste it below. Each non-empty line becomes one task; bullets and numbering are removed automatically.
Multi-day work
Task Calendar
Appointment Setter
Client Meeting Follow-Through
Client File Decision
Send from the same SMTP account used for CRM outreach, bulk housing packets, and future CRM follow-ups.
SMTP and vault status.
Active flyer for outgoing app emails.
Realtor packet send queue.
Send a one-off email.
Campaign defaults and signatures.