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  • Getting started

    • Getting Started with Twio
  • Workflows

    • The Refix Workflow
  • Guides

    • Gmail Integration

Documentation

Run Twio well.

Practical guides for the day-to-day broker workflow — from connecting your inbox to shipping a refix proposal.

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Getting Started with Twio

A 10-minute tour: connect your inbox, open your first case, and send an AI-assisted refix proposal.

Workflows

1 article
  • The Refix Workflow

    A walkthrough of how Twio structures a refix case end-to-end, from importing existing loans to sending the customer-approved proposal to the lender.

Guides

1 article
  • Gmail Integration

    How Twio reads your inbox, what it does with the data, and how to disconnect cleanly when you need to.

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AI-powered mortgage workflow platform

Twio helps brokers move faster with cleaner applications, fewer follow-ups, and less admin.

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Built for mortgage brokers who want less admin and more client time.

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