Runs from your playbooks
Deploy AI coordinators against the steps, owners, templates, and exceptions your team already uses.
AI-NATIVE COORDINATION PLATFORM
Deploy AI agents that run playbooks, generate documents, route signatures, track deadlines, follow up with stakeholders, and monitor completion.
Playbooks
Company workflows loaded
Follow-up
Stakeholders nudged on time
Completion
Active workflows on track
Coordination layer
Wit watches email, spreadsheets, documents, signature routing, deadlines, and system updates as one operating surface.
Playbooks
Company workflows loaded
Follow-up
Stakeholders nudged on time
Completion
Active workflows on track
Company playbooks, documents, signatures, deadlines, and follow-ups in one operational view.
Coordination flow
RunningWit turns the messy work between email, spreadsheets, signature tools, CRMs, and document systems into a single autonomous workflow.
Import the workflow your team already runs.
Collect requests, documents, and missing context.
Create documents and packets from templates.
Send signatures and approvals to the right people.
Chase stakeholders before work stalls.
Monitor deadlines, status, and completion.
The coordinator is not bolted onto a point solution. It has the core workflow tools it needs built into one platform.
Deploy AI coordinators against the steps, owners, templates, and exceptions your team already uses.
Generate forms, packets, checklists, and customer-ready documents without leaving the coordination flow.
Route envelopes, track signer status, and keep every document moving toward completion.
Turn calendar dates, service-level agreements, and contractual deadlines into active work.
Follow up across email and connected systems with the context of the entire workflow.
See every open loop, blocked step, and completed workflow in one operational command center.
Every request, stakeholder, document, signature, deadline, and blocked step stays visible from intake through completion.
31 active coordination workflows
Workflows needing coordination
3
Paying customers
TC firm and brokerages
63
Live deals
Used daily by an active customer
$4k
Collected fees
Onboarding and integration revenue
The alternative is a human coordinator manually moving work across disconnected tools. Wit rebuilds the workflow around an AI coordinator.
One platform for the full coordination loop, not a narrow tool that stops mid-workflow.
Wit does the work, follows up, routes documents, and records what happened.
Your playbooks, templates, approvals, and escalation rules stay in control.
Teams close more loops with fewer missed deadlines and less manual coordination.
Wit is built for teams that run playbooks across documents, signatures, deadlines, approvals, and stakeholder follow-up.
Run every contract-to-close workflow from your own playbooks, with documents, signatures, deadlines, follow-ups, and completion monitoring built in.
Coordinate borrower documents, conditions, disclosures, underwriting follow-up, closing timelines, and stakeholder updates without losing the thread.
Coordinate turns, renewals, maintenance, vendor follow-up, owner updates, and compliance work from the playbooks your team already uses.
Coordinate submissions, claims, renewals, certificates, carrier follow-up, document collection, and stakeholder updates from one workflow layer.
Start with one playbook, one template set, and one coordination loop your team wants off its plate.