Stop Chasing Cold Leads. Start Closing Qualified Borrowers. Meet Your AI Mortgage Operating System.
As a loan officer, your time is your most valuable asset. Our AI Agent acts as your 24/7 personal assistant, instantly engaging every lead from your website, Zillow, or referral partners. It qualifies borrowers, schedules consultations, chases down documents, and updates your pipeline—freeing you to focus on building relationships and closing more loans.
Become one of the first MLOs to leverage a true AI OS.
The Real Cost of Your "Busy Work"
The modern MLO is buried under a mountain of administrative tasks: chasing low-quality internet leads, sending endless follow-up emails, and scheduling calls. Every minute spent on these tasks is a minute not spent on advising clients and building relationships with real estate agents—the activities that actually grow your business.
80%
of online leads are never even contacted. Our AI engages 100% of your leads within 60 seconds of their inquiry.
7+
The average number of contact attempts needed to reach a new lead. Our AI automates this entire follow-up process.
40%
of an MLO's time is spent on non-revenue-generating activities. Reclaim your day and focus on what you do best.
Lead Conversion ROI Calculator
Estimate the additional commission hiding in your current pipeline.
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| Potential Additional Monthly Commission | $20,000 |
| Potential Additional Yearly Commission | $240,000 |
Calculation assumes a conservative 50% increase in your lead-to-application conversion rate due to instant, automated follow-up and qualification.
Your AI-Powered Mortgage Operating System
This isn't just an answering service. It's a suite of powerful, interconnected automations designed to manage every stage of your loan pipeline, from initial contact to post-closing reviews.
| Workflow Name & Goal | Trigger | Action | Why It Matters |
|---|---|---|---|
| 1. Instant Lead Engagement & Qualification | New lead from Zillow, Realtor.com, website, etc. | AI engages instantly via SMS, asks qualifying questions (credit score, income, purchase price), and determines if they are a good fit. | Stops lead leakage and ensures you only spend time on borrowers who are ready and able to transact. |
| 2. Automated Appointment Booking | Lead is qualified by AI | AI checks your calendar and books a 15-minute "Introductory Call" automatically, sending invites to both you and the borrower. | Converts a raw lead into a confirmed sales appointment on your calendar without you lifting a finger. |
| 3. Pre-Application Document Chase | Appointment is booked | Send an automated email & SMS sequence with a checklist of required documents (W2s, pay stubs) and a secure link to upload them. | Ensures your borrowers arrive at the first call prepared, dramatically speeding up the application process. |
| 4. Application & Milestone Updates | Loan application reaches a new milestone in your LOS | Automatically send a status update email to the borrower and their real estate agent (e.g., "Great news! Your loan has moved into underwriting."). | Provides a proactive, high-touch experience and drastically reduces inbound "what's the status?" calls. |
| 5. Inactive Lead Nurturing | Lead is unresponsive for 7 days | Enroll the lead in a 12-month educational email sequence with tips on improving credit, understanding the market, and case studies. | Keeps your brand top-of-mind so when they are ready to buy in 6-12 months, they call you first. |
| 6. Post-Closing Review & Referral Request | Loan status marked "Funded" | Wait 7 days, then send a personalized SMS asking for a review on Zillow or Google. Wait another 14 days and ask for referrals. | Builds your online reputation and generates high-quality new business on autopilot. |
| 7. Database Reactivation for Refinancing | You provide a list of past clients | AI monitors market rates. When rates drop significantly, it triggers a campaign to your past clients: "Rates just dropped! See if you can lower your payment." | Turns your closed loan database into a perpetual source of new, high-value refinance opportunities. |
