View Peach loan and borrower data in any browser tab
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Peach in the browser
Surface borrower and loan details from Peach directly inside Salesforce, Zendesk, or any other web app without tab switching
One-click actions to create Peach cases or log notes from any webpage, without navigating back to the agent portal
Auto-fill Peach data entry fields using information pulled from external CRMs or origination systems on the same page
Enforce consistent multi-step servicing checklists as overlay guides on top of the Peach agent portal with no dev work needed
AI Copilot in the browser sidebar can summarize a borrower's Peach loan history and draft a response or next-action recommendation in real time
Unlike Zapier or iPaaS tools, PixieBrix operates in the browser where agents work: instant in-context actions, no background syncs or API polling delays
Integrate Peach with 3000+ apps
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Peach frustrations that cost your team hours every week
  • Agents must switch between Peach and external CRMs, communication tools, or spreadsheets to build a full picture of a borrower
  • Copying loan IDs, account numbers, and borrower details from Peach into other tools (email, Slack, Zendesk, Salesforce) by hand
  • No quick way to trigger a Peach action (create a case, log a note) from another web app without navigating back to the Peach agent portal
  • Repetitive manual lookups — agents re-enter borrower information already visible in another tab
  • Agent portal configuration gaps mean certain workflow steps require leaving Peach, gathering data from external pages, and re-entering it
  • Inconsistent process adherence when agents manually follow multi-step servicing procedures across several tools with no enforced checklist
  • No in-browser way to pull external account data (from a CRM or origination system) into a Peach loan record without developer help

Chat with AI to create your first custom workflow

Summarize this borrower's current loan status, payment history, and any open cases from the Peach page I'm viewing
Summarize Loan Status
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Draft a professional message to this borrower explaining the current status of their loan based on the details shown on this page
Draft Borrower Message
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Based on the context on this page, draft a concise internal case note I can paste into Peach to document this interaction
Log a Case Note
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I'm looking at a borrower in Peach — help me identify what data I still need to pull from my CRM and prompt me for each missing field
Cross-check CRM Data
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Walk me through the standard steps for processing a payment deferral request based on the borrower information visible on this Peach loan page
Servicing Checklist
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Summarize this Peach loan record and draft an escalation summary I can send to the collections or compliance team
Escalation Summary
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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