Pre-qualification calls coming in evenings and weekends, when buyers are house-shopping but the office is closed

AI Receptionist for Mortgage Brokers
Answers every call 24/7. Handles emergencies, books appointments, qualifies new leads, and texts back missed calls — without adding front-desk headcount.
The five problems most mortgage brokers are quietly absorbing.
Rate-shop inquiries eating advisor time before any genuine pre-approval intent
Document-collection delays slowing the path to commitment
Renewal-window calls landing during peak working hours, missed by the team
Realtor-referred leads cooling off before a callback because the speed-to-lead is poor
Conservative cost of inaction: $500–$3,000 per missed pre-qualification (typical broker commission per closed Manitoba mortgage).
Built for the calls a mortgage brokerage actually gets.
The AI receptionist isn't a generic phone tree. It's trained on the call types mortgage brokers field every day, with handoff rules that match how your office actually works.
Example: "Thanks for calling. I can run a quick pre-qualification, book a rate review with an advisor, or pass urgent renewals straight through. Which is it?"
Call types handled out of the box
- Pre-qualification intake with basic affordability questions
- Rate inquiry with disclosure and licensed-advisor handoff
- Document collection reminders and check-ins
- Renewal scheduling for existing clients
- Realtor-partner referral intake
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See it answer your mortgage brokerage's calls in a 30-minute fit call.
We'll listen to a recent week of your call patterns, map the system to your front-desk workflow, and tell you exactly what we'd deploy first. No pitch deck.