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.

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.

For construction companies: schedule of values, progress billing (pay applications), change orders, job costs, profit and over/under billing on every job.

Track every loan from first call to closing: what each client still owes you, and how close they are to the closing table.