Mortgage broker
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Mortgage broker

Never Miss a Borrower Call

AI receptionists for mortgage brokers that answer, qualify, schedule, and handle status updates so your team can work on pricing, disclosures, and closings.

Round-the-clock
Live coverage
Instant
Lead capture and routing
Every call
Screened and routed
Phone, SMS, Web chat
Client channels

Common Challenges

Borrowers and Realtors call while you’re in signings, pricing scenarios, or on with underwriting.

Rate shoppers want quick answers before they move on.

Status update calls pile up while processors chase conditions.

After-hours inquiries become missed voicemails and lost referrals.

What AI Receptionist Does for You

Always On

Covers calls after hours, weekends, and during signings so borrowers and agents never hit voicemail.

Lead Triage

Qualifies by loan purpose, property, timeline, and credit estimate before handing off to your LO.

Smart Scheduling

Books pre-approvals, disclosure reviews, and lock consults directly to your calendar and CRM.

Compliance Friendly

Answers FAQs and gathers data without quoting terms, escalating to a licensed LO for advice or rates.

Questions AI Handles

"What documents do you need for a pre-approval?"
"Can you tell me today’s mortgage rates and points?"
"How far along is my loan and what’s still outstanding?"
"Do you work with FHA, VA, jumbo, and first-time buyers?"

Full Capabilities

Answering pre-approval requests
Scheduling borrower consultations
Qualifying purchase vs refi intent
Gathering docs per checklist
Providing loan status updates
Routing urgent lock or CD questions
Coordinating with agents and escrow
Texting follow-ups on missed calls
"Mornings are for pricing and DU runs, afternoons for closings. Now calls are answered, docs are requested, and appointments land on my calendar without back-and-forth."
Business Owner
Mortgage Broker

Every Call Answered, Any Hour

Nights, weekends and holidays included. Try the demo free - no card, no setup.

Available in your city

Mortgage Broker Call & Booking | AI Receptionist