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, for a flat fee.
Sound familiar?
A buyer fills out a pre-qual form Friday night. You see it Monday. They called 3 other lenders over the weekend.
They submitted their application and now they're waiting. No updates in a week. They're nervous and shopping other lenders.
Your closed client bought their dream home 6 months ago. They know 3 people looking to buy. Nobody asked.
What we build
Pre-qual inquiry → instant reply within seconds → lead scored and routed to correct LO → follow-up tasks in CRM.
Status changes in Encompass/LOS → automated update via SMS+email → next steps communicated. Borrowers stay calm, deals stay on track.
Loan closes → congratulations → 30-day check-in → referral ask at 60 days → review request.
Leads by stage, loans in process, closings this week, pipeline value → Monday email. Know your numbers without touching a spreadsheet.
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
How to Automate Your Mortgage Pipeline: Lead Response, Loan Milestones & Referral Sequences
Ready to stop the manual grind?
Book a free 20-minute audit. We'll map exactly what's automatable in your mortgage pipeline and what it would cost — before you commit to anything.
Book Your Free Audit Call