AI receptionist for loan officers and mortgage brokers · live 24/7
AI phone system for loan officers and mortgage brokers
Capture borrower leads, pre-approval requests, application-status questions, refinance inquiries, and Realtor-partner calls while you are in an application, at a closing, or with another client.
Free to test — no signup or card · 5-minute setup · keep your number
↑ A REAL LOAN OFFICER INTAKE FLOW
TRAINED FOR LOAN OFFICERS AND MORTGAGE BROKERS
What the AI handles
on every call.
Mortgage leads are rate-sensitive and shop fast. A borrower who reaches voicemail calls the next lender before you ever get the message.
Purchase / pre-approval request
Collect name, callback number, purchase timeline, price range, down payment, employment type, and whether they have a signed contract or agent.
Refinance inquiry
Capture property, current loan goal (lower payment, cash-out, remove PMI), and best callback time without quoting rates.
Application status question
Route status, document, and conditions questions to the loan officer or processor with the borrower and loan identified.
Rate or program question
Capture the scenario and route to a licensed loan officer — the AI never quotes rates, APRs, or terms.
Realtor / referral-partner call
Recognize an agent partner, capture the client and deadline, and route fast so deals stay on schedule.
Document follow-up
Support light outbound calls reminding borrowers about missing documents with approved scripts.
Plays nice with: Encompass · Arive · LendingPad · Floify · Jungo · HubSpot · Google Calendar · Zapier
SOUND FAMILIAR?
The calls you’re
losing right now.
Rate shopper
A borrower calls three lenders in ten minutes. The AI answers first, captures the scenario, and routes it before the lead commits elsewhere.
Deal on a deadline
A Realtor partner needs a same-day pre-approval. The AI flags the partner request with the buyer and deadline so the deal stays alive.
After-hours borrower
A first-time buyer calls after work with questions. The AI captures the details and books a callback instead of losing them to voicemail.
THE MATH
Be the lender who answers first.
Mortgage borrowers shop fast and rate-sensitive. Capturing one extra funded loan a month is worth far more than the phone system — and speed-to-lead is how you win them.
From $39/mo billed annually with a 7-day free trial. See pricing →
BUILT FOR LOAN OFFICER COMPLIANCE
NO SIGNUP · NO CARD · ~10 SECONDS
Hear it handle a
loan officer call.
Enter your number and the AI calls you, answering as a demo loan officers and mortgage brokers business. Grill it. Interrupt it. Ask it something weird. That’s the point.
Prefer to dial? (888) 729-0139 — it’s answering right now.
LOAN OFFICERS AND MORTGAGE BROKERS QUESTIONS
Fair questions, straight answers.
Purchase intake
Name, callback number, timeline, price range, down payment, employment type, credit comfort if volunteered, agent status, and contract status.
Refinance intake
Property address, refinance goal, current situation if offered, and best callback time.
Status and conditions
Borrower name, loan identifier, and the specific question — routed to the loan officer or processor, not answered from unverified data.
Partner requests
Referring agent name, buyer name, deadline, and urgency.
Rate and disclosure boundaries
The AI never quotes rates, APRs, points, fees, or terms and never implies approval — those require a licensed loan officer.
Never-say rules
No lending, legal, or credit advice; no promises of approval, rate, or timeline; sensitive borrower data is handled per approved workflows only.
Still on the fence? Call (888) 729-0139 and ask the AI itself.
RELATED READING
Go deeper on the phone problem.
Missed Call Statistics: What Unanswered Calls Really Cost Small Businesses
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PRICING & BUYING · 6 MINHow Much Does an AI Receptionist Cost in 2026?
AI receptionist pricing explained: flat monthly plans vs per-call and per-minute billing, what the major services charge, and the hidden costs to watch for.
PLAYBOOKS · 6 MINHow to Never Miss a Business Call Again (Without Hiring Anyone)
A practical playbook for answering every business call: call forwarding setups, ring strategies, after-hours coverage, and when to add an AI receptionist.
YOUR NEXT CALL COULD BE THE ONE
Stop paying for missed calls.
Hear it answer a loan officers and mortgage brokers call in the next sixty seconds.
7-day free trial · cancel anytime · keep your number · live in 5 minutes