Services
AI solutions designed to improve borrower communication, enhance follow-up, and support mortgage professionals throughout every stage of the lending process.
AI Inbound Receptionist
Our AI Inbound Receptionist ensures every borrower receives a prompt and professional response, even when you’re unavailable. It answers calls, gathers initial information, and directs inquiries appropriately while maintaining your brand voice. This helps create a consistent first impression and prevents missed opportunities during peak times or after hours.
Immediate responses for all inbound calls
Professional intake and borrower qualification
Calendar booking and lead routing
Consistent coverage during busy periods, evenings, and weekends
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Automated Borrower Follow-Up
Our automated follow-up system keeps borrowers engaged throughout the mortgage process with personalized text and email communication. Whether they’re a new lead, a pre-approved borrower, or a past client, timely outreach ensures they remain informed and connected. This helps reduce borrower drop-off and improves the overall client experience.
Personalized check-ins and status updates
Weekly outreach to pre-approved borrowers
Long-term nurturing for older leads
Improved conversion from inquiry to closed loan
Workflow & CRM Integration
We connect your CRM and lead sources to automated workflows that simplify communication and reduce manual tasks. With triggers based on borrower status, loan milestones, or rate changes, outreach happens consistently and on time. This creates a smooth, organized process that complements your existing systems.
Automated workflows aligned with your CRM
Lead routing and tagging for precise follow-up
Customized outreach based on loan stage or borrower behavior
Reduced administrative workload for loan officers
FAQ's
Common questions from mortgage brokers and loan officers.
Will this replace my personal involvement?
No. Our tools are designed to support your workflow, not replace your expertise. Borrowers still receive your personal guidance when it matters most.
Does the AI sound natural?
Yes. The system is designed to communicate professionally and clearly, reflecting your brand and communication style.
Can I jump into a conversation at any time?
Absolutely. All messages are routed to you in real time, and you can respond directly whenever you prefer.
Is this compliant with industry messaging standards?
Yes. We follow TCPA and general opt-in/opt-out rules to help ensure compliant communication.
Do I need technical experience to manage this?
No. We handle all setup and configuration. You simply use the system — everything runs in the background for you.
Can this integrate with my CRM?
In most cases, yes. We can connect your CRM to automated workflows using tools such as Zapier or Make for seamless data flow.
