AI outreach, reception and processing for independent mortgage brokers.
We build the AI system that reaches out to your leads, so the next borrowers come to you while you work your files. Start with your own database or lead lists from suppliers, and we can help facilitate the purchase. We do not sell leads. The system contacts the people on your lists, follows up, answers them with an AI receptionist, books calls on your calendar, and collects the documents you need.
Use your current database or a bought lead list. We build the system that reaches out to it. Start with one short form.
The problem
An independent brokerage lives on the next purchase buyer and the next refinance call. The same person who underwrites, answers lenders, and chases documents is also expected to find new borrowers. When files get busy, prospecting stops, and the pipeline goes quiet a few weeks later.
Illustrative sketch, not real data.
Two ways to find borrowers
Scroll down to walk through each frame. Pictures are illustrative.
We start with the loans you want more of: purchase buyers, refinance homeowners, or both, in the areas you are licensed to serve. That tells you what to pull from your database or what kind of lead list to buy.
Bring your current database, or buy a list from a supplier. We can help facilitate that purchase, but we do not sell leads. The list needs email addresses for email outreach, and phone numbers for calls. We only call numbers that are not on the Do Not Call list. With our partners, we suggest you buy lists that are scrubbed against the Do Not Call list and compliant with the latest regulations, including the TCPA rules for calling and texting cell phones. We load the list into the system and organise it so it is ready for outreach.
AI drafts a short, plain message to a homebuyer or a homeowner considering a refinance, written in your brokerage's voice.
People who do not answer the first time get a follow-up, so nobody drops off because you were busy with a closing.
When someone shows interest, the system moves them toward a call instead of a long back-and-forth.
The booked call lands in your schedule, so you talk to the borrower and the system handles the outreach.
What we set up
Reaches out to the homebuyer leads on your list and starts the conversation about a purchase loan.
Reaches out to the homeowners on your list who may want to refinance their mortgage and invites them to talk with you.
Short first messages and replies for borrowers, written to sound like your brokerage and not like a mass blast.
Follow-up messages go out to people who have not replied, so you do not lose a prospect to a busy week.
Interested borrowers are booked straight onto your calendar for a call about their purchase or refinance.
Answers people when they reach out to your brokerage, collects their details and what loan they are asking about, and moves them toward a call on your calendar.
Asks borrowers for the documents you need, collects them in one place, and reminds people who have not sent everything yet, so you spend less time chasing paperwork.
We build the whole AI Growth Engine for your independent brokerage around your own database or the lead lists you buy from suppliers, including outreach, the AI Receptionist and AI Processing, and show you how it runs.
How it works
We agree on the loans you want more of, purchase, refinance, or both, and the kind of borrower and area that fits your brokerage. You can use your current database or buy a lead list from a supplier, and we can help facilitate that. We do not sell leads.
We build the AI outreach system around your database or lead list: how it is loaded, what the messages say, and how follow-up runs.
The system contacts the people on your lead list, follows up with the ones who do not reply, and the AI Receptionist answers people who get back to you.
Interested people are booked for calls with you, and AI Processing collects the documents you need, so your time goes to conversations with borrowers.
Before you decide
A new system has to earn its place in your brokerage. These are the four questions we expect you to ask, and what we will talk through with you.
Tell us what a purchase or refinance borrower is worth to your brokerage and how much time you spend finding borrowers today. We will talk through whether a setup makes sense for you.
Messages to homebuyers and homeowners sit under rules that apply to your brokerage. Bring yours to the first conversation, and we will talk about what the messages should and should not say.
The point is that finding the next borrowers no longer competes with the files already in process, so your time goes to underwriting, lenders, and closings.
Tell us which loan origination and pricing platforms you use, such as Encompass or Optimal Blue, and we will talk through how the AI Growth Engine sits alongside them.
Questions
Independent mortgage brokerages that want more homebuyers and homeowners to talk to for purchase and refinance loans.
You use your own database or buy lead lists from suppliers, and the system reaches out to the people on them and follows up. The AI Receptionist answers people and collects their details, calls are booked on your calendar, and AI Processing collects borrower documents for you.
No. We do not sell leads. You can use a database you already have, or buy lead lists from suppliers, and we can help facilitate that purchase. We build the AI system that reaches out to the people on the list, follows up, answers replies, and books calls for you.
Either from a database your brokerage already has, or from lead lists you buy from suppliers. If you want to buy, tell us in the contact section and we can help facilitate it. The list belongs to your brokerage, and we build the system that reaches out to it. Email outreach needs an email address for each person, and calls only go to phone numbers that are not on the Do Not Call list. With our partners, we suggest you buy lists that are scrubbed against the Do Not Call list and compliant with the latest regulations, including the Telephone Consumer Protection Act (TCPA), which covers calling and texting cell phones.
You bring your database or a bought lead list, and the system does the outreach and follow-up, so you spend less time chasing the next borrowers and more time on calls and closings.
Yes. The system can be set up for homebuyers, for homeowners looking to refinance, or for both.
Compare what a booked call with a purchase or refinance borrower is worth to your brokerage against the time you spend hunting for borrowers today. Share your numbers in the contact section, and we will talk it through with you.
Rules differ by brokerage and by state. Tell us which ones you work under, and we will talk about how messages and follow-up should be written. Emails go to the email addresses on your list, and we only call phone numbers that are not on the Do Not Call list. We suggest buying lists that are scrubbed against the Do Not Call list and compliant with the latest regulations, including the TCPA rules for cell phones. We do not give legal advice, so check your compliance requirements with your own adviser.
Tell us which platforms your brokerage uses, and we will talk through how the AI Growth Engine sits alongside them. Booked calls land on your calendar.
The AI Receptionist answers people who reach out to your brokerage, collects their details, and moves them toward a call. AI Processing asks borrowers for documents and collects them, so you chase less paperwork. Tell us in the contact section how you handle calls and documents today.
Use the contact section to tell us about your brokerage, and we will talk through what a setup would look like for you.
Tell us about your brokerage and the loans you want more of, and we will talk about setting up your AI Growth Engine.
Contact
Use this form to tell us about your brokerage, and we will talk through what a setup would look like for you.