Mortgage Brokers — AI Front Office

Rates dropped. They called to lock. You answered.

Rate windows close in hours. Our AI captures buyer intent, loan type, and timeline the moment they reach out — so you lock the rate and win the client before the competition even calls back.

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Lead captured 24/7/ Rate-lock urgency flagged/ Full pre-qual intake

MORTGAGE RECEPTIONIST

● Live — rate-lock triage active

09:03 AM
I heard rates dropped this morning. We're under contract — can we lock in today?
Absolutely — rates did move favorably today. Are you a purchase or refi, and do you have your current approval terms handy? I want to get you to the right loan officer now.
Purchase, we close in 35 days, FHA loan, currently at 7.1%.
Type a message▌

Locking rates in seconds · powered by Anchor Co Media

/// The real cost

"A borrower who wants to lock a rate has a 2-hour window before they call someone else. Voicemail isn't a hold — it's a loss."

Rate drop days are the highest-stakes lead days in the mortgage business. The broker who answers first locks the rate and closes the loan.

/// What it does

Every call becomes.
a locked rate.

No voicemail. No missed rate windows. No competitor closing the loan because they answered and you didn't.

[ 01 ] 📊
Pre-Qual Intake

Complete borrower profile before the first call.

Property address, purchase price, down payment, credit range, employment type — captured before you make the first call, so the conversation starts at close.

[ 02 ] ⏱️
Rate-Lock Urgency Flagging

"Lock today" requests escalated in minutes.

The AI recognizes time-sensitive requests and escalates immediately — flagging rate-lock inquiries to your on-call officer within minutes, not hours.

[ 03 ] 🏦
Loan Type Triage

FHA, VA, jumbo — routed to the right specialist.

FHA vs. conventional vs. VA vs. jumbo — the AI routes each lead to the right product specialist, not a generic voicemail box. Every loan type gets the right expert.

[ 04 ] 🔁
Refi Opportunity Capture

Rate drop day turns your past clients into pipeline.

When rates drop, the AI proactively recaptures past clients with a refi check — turning your existing database into a pipeline without a single manual outreach.

/// The setup

Live in 48 hours.

[ STEP 01 ]

Train it on
your loan matrix

We configure the AI with your loan products, qualifying criteria, officer routing rules, urgency thresholds, and intake questions for each loan type.

[ STEP 02 ]

Wire it to your
phone + site

Forward your business line or add our chat widget to your website. No hardware, no installs — live in minutes. Works with your existing number and CRM.

[ STEP 03 ]

Every lead closes.
Every time.

You get a complete borrower profile: loan type, timeline, down payment, credit range, and urgency flag — ready for your first call to go straight to close.

/// Simple pricing

One flat monthly rate.
No per-call fees.

Every rate-lock lead captured, every pre-qual completed — for one predictable monthly cost that pays for itself with a single closed loan. See the full breakdown on our pricing page.

View pricing