What an AI agent does for a mortgage brokerage.
Five calls that decide whether a file funds, from the first pre-approval to the renewal five years on. Pick one to see it step by step, with an example call.
Pre-approval consults booked with the checklist sent
First-time buyers and movers booked with an agent, documents list on their phone.
See how it works →02InboundAccepted offers with a Friday firm-up deadline
Buyers with a financing condition put through to an agent with the date on top.
See how it works →03OutboundJob letters and NOAs chased before the lender cutoff
Calls borrowers for the missing pay stub, NOA or gift letter before conditions come due.
See how it works →04InboundRealtors and lawyers told where the file stands
Referral partners hear the file's stage on the call, without waiting for a callback.
See how it works →05OutboundRenewals called before the bank's letter arrives
Calls past clients four to six months before maturity and books a renewal review.
See how it works →One borrower, first home to renewal
How the five fit together across a single mortgage term.
- 1Wants to start lookingPre-approval consults booked with the checklist sent
- 2Offer accepted SaturdayAccepted offers with a Friday firm-up deadline
- 3Job letter still missingJob letters and NOAs chased before the lender cutoff
- 4Realtor asks about the fileRealtors and lawyers told where the file stands
- 5Term ends, five years onRenewals called before the bank's letter arrives
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