Mortgage Brokers
An AI receptionist for mortgage brokers
Answer every borrower call, capture purchase and refinance inquiries, and route callers to the right loan officer — in English or Spanish.
What it does for you
- Route callers to specific loan officers by name or language
- Capture purchase and refinance inquiries with contact details
- Request callbacks at the borrower's preferred time
- Share only the business information you approve
The AI receptionist never provides regulated professional advice or makes binding commitments. It shares only information you approve and connects callers with your team.
Sample call scenarios
Caller: Hi, I'm looking to refinance my home.
AI receptionist: I can help with that. May I have your name and the best number to reach you? I'll have one of our loan officers call you back.
Caller: ¿Puedo hablar con alguien en español?
AI receptionist: ¡Claro! Con gusto le atiendo en español. ¿Es usted cliente actual o desea información sobre un préstamo nuevo?
Routing options
- Loan officer by name
- Spanish-speaking officer
- Processing / existing loan status
- After-hours callback request
Integrations
- Email summaries
- ARIVE via authorized APIs or automation tools (when available)
- CRM webhooks