Book every borrower inquiry fast, without the assistant giving loan advice
Borrowers compare brokers quickly, and the first to reach them often gets the conversation. Our AI assistant contacts every new inquiry within 60 seconds by call or WhatsApp/SMS and books the appointment with your team. For mortgage teams it only schedules: it never quotes rates, discusses loan terms or gives loan advice. We also check whether AI tools like ChatGPT, Gemini and Perplexity recommend you. For broker and loan-officer teams in the US, Canada and Australia.
- Inquiries contacted in under 60 seconds
- Appointments booked for you
- Scheduling only: no rates or loan advice
- Human handoff any time
Borrower inquiries do not wait for a licensed person to be free
Loan officers spend their day on calls, document chasing and closings, so new inquiries from your website, ads and referral partners can sit for hours. Borrowers often send inquiries to several brokers, and a slow first reply is easy to lose to a faster one.
- Web and ad inquiries waiting for a free loan officer
- After-hours inquiries unanswered until the next day
- No consistent first step between inquiry and booked call
- Borrowers asking AI tools which broker to call, and you not being named
How it helps a mortgage team, with the right guardrails
Fast response and a booked conversation, without the assistant stepping into regulated advice.
Contact every inquiry in under 60 seconds
The assistant calls or messages the borrower on WhatsApp/SMS as soon as the form is submitted, opening with a short AI disclosure.
Scheduling only
It confirms the inquiry, collects scheduling details and books the conversation with a licensed person. It never quotes rates, discusses loan terms or gives loan advice.
Log to your CRM, hand off to a person
Summaries go to Follow Up Boss, HubSpot or Google Sheets, and any question beyond scheduling goes straight to your team.
Check whether AI tools recommend you
AI visibility measures how often you and your competitors are named by ChatGPT, Gemini, Perplexity and Google AI Overviews on a fixed set of borrower prompts, then fixes the gaps in 14 days.
How it works for your team
One lead source to start, with your compliance wording and your calendar.
An inquiry comes in
A website form or lead-ad inquiry arrives from a borrower who agreed to be contacted.
AI reaches them in under 60 seconds
By call or WhatsApp/SMS, starting with a clear AI disclosure. Opt-outs are honoured.
Scheduled, not advised
The assistant books time with your team and stops there. Any question about rates or loans is passed to a person.
You see everything
A daily lead log, CRM notes and a day-14 report on response times, conversations and bookings from the pilot.
Try it on one of your lead sources
Run a 14-day pilot on one form. Book a 15-minute call with Muhammad Adnan to set it up.
Mortgage brokers - speed-to-lead and AI visibility FAQs
Does the assistant quote rates or give loan advice?
Is it compliant with consent and calling rules?
Which regions do you work in?
Which CRMs does it work with?
Can you guarantee AI tools will recommend my brokerage?
Get every borrower inquiry booked fast
Book a 15-minute call with Muhammad Adnan.