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. Choose a managed plan or a scoped custom system.
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
30 minutes. We map your current process, find where time is leaking, and tell you exactly what's automatable: on the call, no fluff.
We configure a managed product or scope a custom system in writing. You know what is included, what it costs, and who supports it.
We launch, document, and support the system according to the chosen path. Custom ownership and handoff are defined in the written scope.
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
2 paths
Managed or custom
Right-sized for the problem
Managed monthly
Start with one location and a defined workflow. We confirm your tools, volume and scope before payment.
Answer calls while you work. Capture the details, screen the request, and get the right person involved.
Follow up new leads and open estimates. Stop when they reply, book, decline, or opt out. Give your team the next step.
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
Leads are waiting. Follow-up shouldn't be.
Book a free 30-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