Leads waiting for a reply
A website or ad lead comes in while you're on a call. An hour later they're talking to another broker.
Borrowers often contact several brokers at once and work with whoever responds first. We set up an AI assistant that replies right away, asks your pre-qualifying questions and books a call, plus follow-up for document collection and renewals.
A website or ad lead comes in while you're on a call. An hour later they're talking to another broker.
Buyers research after work and on weekends, when you're off.
Following up for pay stubs, notices of assessment and statements takes hours of back-and-forth.
Past clients come up for renewal years later. Without a reminder, many simply sign their lender's renewal offer.
Trained on your brokerage and how you work. It replies to new leads within minutes by chat, text or email, asks your pre-qualifying questions (purchase, refinance or renewal, timeline, area) and books a call.
After a call, clients get a checklist of what to send, with polite reminders until it's in.
Based on the client list and dates you provide, past clients get a message ahead of their renewal inviting them to review their options with you.
After closing, clients get a short message with a direct link to your Google review page, plus one reminder if they don't respond. Reviews help you stand out when borrowers compare brokers, and the same message can ask for a referral to friends and family who are buying or renewing.
The assistant does not quote rates or give mortgage advice. It shares only the information you approve and books a conversation with you for anything else.
Plans start at $499/month plus a one-time $499 onboarding fee, which covers building, testing and launching your systems. See all pricing.
We look at where your leads come from, how quickly they get a reply and where files stall.
We set up the questions, messages and timing with you and test them before launch, usually within 2 weeks.
New leads arrive pre-qualified with a call booked. We check in monthly and adjust the messages as your process changes.
Get a free demo built for your business, or book a 30-minute call. No commitment.