AI Automation · Mortgage Brokers
AI automation for mortgage brokers
Rate shoppers contact 3–5 lenders. The first one to answer with a clear next step usually wins the application, regardless of rate.
What it looks like for a mortgage business
A refi lead fills your form at 9pm. AI replies in 60 seconds with current rate ranges, asks about loan amount and credit range, and books a 15-minute call for tomorrow morning.
What we build
- Sub-minute response to refi and purchase leads
- Qualification by loan type, amount, and credit band
- Calendar booking for discovery calls
- Document checklist sent automatically post-call
Why mortgage brokers specifically?
We've built automations for mortgage businesses, and the playbook is different from generic agencies. The AI is trained on the language, objections, and booking flow your customers actually use, not a generic script that sounds off-brand the moment a real customer asks something specific.
How a 5-day build works
Day 1 is kickoff. Days 2–4 we build, train on your services, and connect your calendar, CRM, and phone. Day 5 we go live and you start seeing AI-booked jobs in your calendar.
Frequently asked
Does it comply with TRID and lending regulations?
Yes. The AI doesn't quote specific rates or APRs, it qualifies the lead and books the call where you handle disclosures personally.
How long until it's live for my mortgage business?
5 business days from kickoff. Day 1 is access and discovery, days 2–4 we build and train on your specific services, day 5 we go live and monitor.
Will it work with the tools I already use?
Yes. We integrate with the major calendar, CRM, and phone tools used in your industry, and most others via Zapier or direct API.
What does it cost?
Less than hiring a part-time admin. Exact pricing depends on your call volume and integrations, we share specifics on a free 30-minute audit.
Ready to see this running in your business?
Free 30-minute audit. No pitch, no commitment.
Book a free audit