Mortgage brokers lose pre-qualified leads every week to slow response times and inconsistent follow-up during the loan process. We automate the response, the milestones, and the referral ask. Once, flat fee.
Any of this sound right?
A buyer fills out a pre-qual form Friday night. You see it Monday. They already called three other lenders over the weekend.
They submitted their application and now they're waiting. No updates for a week. They're nervous. They start looking at other lenders.
Your closed client bought their home six months ago. They know three people looking to buy. Nobody ever asked them.
What we build
Pre-qual inquiry comes in → reply fires within seconds → lead scored and sent to the right LO → follow-up tasks created in CRM. You're first every time.
Status changes in Encompass or your LOS → automated update via SMS and email → borrower knows exactly what happens next. Deals stay on track. Borrowers stop worrying.
Loan closes → congratulations sent → 30-day check-in → referral ask at 60 days → review request. A structured cadence that runs on its own.
Leads by stage, loans in process, closings this week, pipeline value → Monday morning email. Know your numbers before you open a spreadsheet. Or instead of opening one at all.
The process
20 minutes. We map your current process, find where time is leaking, and tell you exactly what's automatable — on the call, no fluff.
Fixed hours, fixed price. We connect your existing tools — no software swaps, no new subscriptions, no surprises at the end.
Full walkthrough, Loom video, written handoff doc. Your automation, your accounts. $0/month to keep it running.
5 min
Response time makes you 21x more likely to qualify a lead
automated reply fires within seconds
42%
Of mortgage business from referrals
structured sequence captures them automatically
$0
Monthly fees after delivery
one flat build price, then it's yours
Deep Dive
Mortgage Broker Automation: Lead Follow-Up, Application Status Updates, and Referral Programs
Leads are waiting. Follow-up shouldn't be.
Book a free 20-minute audit. We map your pipeline, find what's automatable, and tell you the cost. No commitment. Written summary sent the same day.
Book Your Free Audit Call