An AI receptionist for mortgage brokers
A buyer calls after an open house wanting to get pre-approved. You’re in a closing. We answer, collect their details and send them to you right after the call. You start with a template built from your website and coach every line until it sounds like you.
Start your 7-day free trial. Your ready-to-go agent is built from your website, and you can test it in your browser the same day.
The calls your phone already gets
Pre-approval inquiries
Records the caller’s goal, timeline and best way to reach them.
Refinance questions
Collects their basic situation so you can call back prepared.
Existing borrowers
Takes a message with their name and question.
Questions that make the callback easy
Every template collects the caller’s name, number and the details you need. For mortgage brokers, questions like these are a good start, and you can add, remove or reword any of them yourself:
- Are you buying, refinancing or checking on an existing loan?
- When are you hoping to buy or close?
- Are you working with a real estate agent?
- What’s the best number and time to reach you?
- How did you hear about us?
Make it sound like your business
Think of your agent as your newest employee. New employees don’t always get everything right. That’s fine, you’re right there. Tap the line, type how you’d say it, and she’ll get it right on the next call. Other services give you a long list of AI instructions. We give you an employee you can coach.
- 1Listen. Hear a test or a real call. Spot a line you wouldn’t say.
- 2Coach. Tap that line. Type a quick note, as messy as you like.
- 3Hear the difference. Starting with the next call, your agent will do it your way. Say it once.
- 4Shape her. You shape her, one note at a time, until she sounds just like you.
Live Coaching includes 20 free test minutes a month.
How it works for your business
Pick a plan
Choose Starter, Pro or Business and create your account in a couple of minutes, then start your 7-day free trial.
Get your ready-made agent
We read your website and build an answering template for your business: greeting, services, questions and closing.
Test and coach it
Talk to your agent in your browser, tap any line and coach it. Review real calls and say what to change.
Go live
Forward your existing business number to your new AI receptionist, for every call or only the ones you don’t pick up. You get an email summary after every call, with optional text alerts. Keep coaching whenever you like.
Questions from mortgage brokers
Will it quote rates or give financial advice?
No. You set the script. It collects details and passes them to you; it does not quote rates or give advice.
Can it book a call with me?
Yes. It can book appointments on your Google Calendar during the call.
How fast do I hear about hot leads?
It takes down every detail and sends you the summary right after the call, by email or text, so you can call back fast.
Do I keep my number?
Yes. You keep your number and forward calls to your AI receptionist.
More: How it works · Pricing · Use cases · Forward calls after hours · Yes, your business too
The more you coach, the smarter it gets.
Every time you tap Coach this, your AI receptionist gets better. Keep coaching, and it learns to handle any call the way you would, even the strange ones nobody saw coming.
Other AI stays the same. Yours keeps getting better.
Your new hire is ready when you are.
Your agent starts with what’s on your website. Then you coach it. Laugh at the first tries, fix a few words, and soon it sounds just like you. No tech skills needed.
Start your 7-day free trial. Your ready-to-go agent is built from your website, and you can test it in your browser the same day.