Purchase pre-qual intake, refinance discovery, rate-shopping inquiries, real-estate-agent referral routing, loan-program comparison questions, after-hours overflow — handled the way a senior loan-officer assistant would. Without ever asking the caller for an SSN or pulling credit on the call.
The day your brokerage signs up, the AI already knows how a mortgage-broker office runs. It knows the difference between a purchase pre-qual call ("we're going to look at houses this weekend and the agent said we need a letter"), a refinance discovery call ("my rate is 7.625 and I want to see what's possible"), a rate-shopping caller ("what's your 30-year today?"), and a real-estate-agent referral hand-off ("sending you my buyer, they're at $450k"). It knows the loan-program vocabulary at a high level — conventional, FHA, VA, USDA, jumbo, conforming, ARM, fixed — and the life events that drive a call.
It captures discovery intake the way a senior loan-officer assistant does — general life event or trigger (under-contract purchase, looking to start shopping, refinance for rate, refinance for cash-out, HELOC, investment property, first home), rough purchase price or current loan balance range if the caller volunteers it, general timeline, state the property is in, whether they're working with a real-estate agent, and how they heard about you. It does not ask for SSN, full account numbers, full date of birth, or any other sensitive PII on the recorded line, and it does not pull credit. It schedules the discovery call with the right licensed loan officer against your real calendar and reads back what the caller should have ready for that call.
You stay in control of the specifics — your loan officers and their state licenses, your discovery-call length and format (phone, Zoom, in-person), your loan-program offerings, your referral-partner roster, your service hours, your callback SLA. Your AI fills in what it already knows about how brokerages typically operate, you confirm, and it goes live.
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No. The AI does not recommend a loan program, quote a final rate, comment on whether to lock or float, or interpret a credit situation. It captures the discovery intake, schedules the call with the right licensed loan officer, and routes — your licensed LO does the rest.
No. The AI does not collect SSNs, full account numbers, full dates of birth, or any other sensitive PII on the recorded line, and it does not pull credit. It captures the general nature of the inquiry — life event, rough price or balance range, timeline, state — and routes to your licensed loan officer, who collects sensitive data on a secure channel and runs credit through your standard process.
No, and it should not. A real rate depends on credit, LTV, loan type, occupancy, state, and program — none of which the AI is qualified to assemble. It explains that honestly and offers the discovery call with a licensed LO instead.
You set your LO roster and the states each one is licensed in, in the portal. The AI reads the caller's property state from the intake and routes to an LO licensed there. If you don't have a license in that state, it captures the lead and routes to your referral-partner workflow instead of pretending.
Yes — it flags agent-referral calls and prioritizes them in your queue. It captures the agent name and brokerage, the buyer name, rough price point, and urgency, and routes to the LO who owns that referral relationship. The agent gets a quick callback rather than a voicemail.
Connectors to the platforms brokerages most often use are rolling out. While they roll out, every call lands in your portal and as a text so your team can place the intake in your LOS or CRM in seconds with the right loan-purpose tag.
Yes. You edit your LO roster and state licenses, your discovery-call length and format, your loan-program offerings, your referral-partner roster, your service hours, your callback SLA, and the way it greets callers — from your portal. Changes go live without re-training anything.