Scale the Human Side of Business

Every customer interaction should feel like it came directly from you. Sendzie combines customer data with your real face, voice, and brand to automatically create and deliver personal communication at every important moment, even when you can’t be there.

Trusted in industries where relationships drive growth.

Mortgage
Insurance
Financial Services
Real Estate
Hospitality
Tourism
Home Services
Legal
Automotive
Subscription Services

What if your business could personally show up for every customer, every time?

Sendzie makes that possible, automatically and at scale.

Built Between Your Business and Your Customers

Sendzie connects the systems you already use, making it easy to design, orchestrate, and manage every customer experience from one platform.

Business Systems

CRM
Customer records
LOS
Loan lifecycle
ERP
Operations
Scheduling
Appointments
Billing
Transactions
POS
Point of sale
Sendzie

Automated Touchpoint Orchestration

Triggered by business events

Orchestrates the right message

Captures engagement & sentiment

Customer Communication

Personal Video & Audio
Face-to-face connection
Email / SMS
Relevant and on-brand
Digital Wallet Pass
Timely and useful
Engagement & Insights
Measure what matters

Design Every Touchpoint With the Right Experience

Choose the communication, interaction, and feedback tools included at each stage of the customer journey.

The Face Behind Your Business

Deliver personal video experiences that feel one-to-one without recording every message.

  • Real face and voice
  • AI-generated at scale
  • Personalized for every customer

Create Customer Journeys for Any Business

Dynamic customer journeys for every customer, milestone, and stage of the relationship.

Initial Contact
Application Received
Pre-Approval Issued
Underwriting Approved
Clear to Close
Funded / Closed
Loan Anniversary
Add Touchpoint
Add, remove, or reorder touchpoints
Every touchpoint can include
Video
Audio
Wallet Pass
Email/SMS
😐
😊
Sentiment
Help Options
72%
Progress
Survey

The Customer Experience. All in One Place.

Keep customers informed with clear progress, timely updates, and a simple view of what has happened, where they are now, and what comes next.

Your Journey (Sample)

Request Received

May 2 · Completed

Information Submitted

May 6 · Completed

In Progress

Current step

May 9 · In progress

Review

Upcoming

Next Steps

Upcoming

Completed

Upcoming

Latest Update

Just now »

Hi Alex,

Great news! We’re making progress on your request. I’ll keep you updated as we move forward.

Ask a QuestionRequest a CallSchedule a Meeting

How are you feeling?

More Than an Update

Always Accessible

Customers can return anytime to view progress, information, and next steps.

Built-In Feedback

Surveys and sentiment reveal how customers feel while there is still time to respond.

Visible Engagement

See who watched, replied, asked for help, or took the next step.

Built on Decades ofMortgage Experience.

We learned what exceptional customer experiences look like in mortgage. Then we built Sendzie to deliver that same experience for every relationship-driven business.

25+ Years in Mortgage

We've built technology used by lenders, loan officers, borrowers, and referral partners.

Deep Understanding of the Journey

We've seen firsthand how every update, conversation, and follow-up shapes trust and determines who earns the next referral.

Built for Every Relationship

The same challenges exist across every business built on trust. That's why we built Sendzie.

New feature

Beyond the Inbox.

Turn Apple Wallet and Google Wallet into a direct communication channel for updates, reminders, offers, and customer engagement.

  • 98%
    Open rate
  • 0
    App required
  • Real-Time
    Auto-syncing
  • Verified
    Trust & security
Tuesday, June 23
9:41
Michael Reed
Michael Reednow

Clear to Close!

Good news Sarah — your loan is now Clear to Close…

Michael ReedMichael Reed
Company
Summit Home Loans
Application Status
Clear to Close

Make every customer feel like they heard from you.