Mortgage AI Receptionist, AI-powered lead intake, instant outbound call & SMS follow-up, automated document collection, and intelligent pre-qualification — designed to increase approvals and accelerate funded volume faster. Works alongside Filogix, Velocity, and other Canadian mortgage submission systems.
SMART SCENARIO MATCHING. INSTANT LEAD RESPONSE. MORE FILES FUNDED.
Structured to move files from inquiry to funded — faster, with improved approval ratios.
24/7 AI Mortgage Workforce | Lead intake, follow-up & pre-qualification.
AI agents capture leads, pre-qualify borrowers, send documents, and follow up automatically — so you can focus on closing deals.
The average mortgage broker loses 3–5 qualified leads per month to missed calls, voicemails nobody returns, and follow-ups that never happen. At $3,000–$8,000 commission per deal — that's $9,000–$40,000 walking out the door every month.
Our AI phone receptionist answers every inbound call, 24/7, on your dedicated number. It asks the right mortgage questions — property type, purchase price, income range, credit profile, down payment source — organizes the responses into a structured borrower profile, and routes qualified leads directly into your pipeline.
Unqualified callers are filtered out. Serious borrowers are booked directly into your calendar. Every conversation is transcribed with an AI summary — no note-taking required.
Listen to a sample call
AI Receptionist
Sheryl
0:00 / 0:00
▶ Listen to a real AI Receptionist intake call
Call borrowers and referral partners from the CRM using your brokerage’s number. When a borrower asks a tough question, Live Coach shows a careful answer from your own knowledge base and the next step to take. When you hang up, the summary and follow-up text are already drafted.
Click to call from any page in the CRM using your brokerage’s business number. Every call is recorded on both sides and transcribed live, with your words and the caller’s kept separate.
When the caller asks a question or raises a concern, the words to say next appear in about 2 seconds, from your own services, process and FAQs. If they mention a competitor or a claim to check, it researches the web live and adds an answer with sources.
Turn on “I’m ready to accept calls” and calls to your AI number ring on any page during business hours. Answer or Ignore. Ignored or unanswered calls go straight to your AI receptionist, so no call is missed.
Fill a short brief or let it research their website. You get an opening line, discovery questions, objections with ready answers and a close. Expected objections show the moment the caller says them.
“Many self-employed people do qualify. Lenders look closely at how your income is documented. The best next step is a short application so we can see which lenders fit. I can text you the document list now.”
“Can I qualify if I am self-employed?”
Live Coach suggests an answer from your brokerage’s notes on self-employed files and points to the next step: the application and documents. After the call, a follow-up text with the document checklist is drafted and ready to send.
“Should I go fixed or variable?”
The suggestion explains the trade-off in plain words and offers to review their situation. It does not quote a rate as a promise. If they mention a rate they saw online, it can research it live and show sources.
“I already work with a broker.”
Use a Researched Call: add the realtor’s brokerage, your goal and the objections you expect. You get an opening line, questions and a close. When the objection comes up, the ready answer appears instantly.
Every call is saved in Call Leads with the recording and transcript, plus:
Call ListsUpload a CSV of prospects, get a plan per prospect and dial through the list.
Saved call scriptsKeep the scripts that work and reuse them across the team.
Sales ScorecardPer person: connect rate, talk vs listen, goals reached, objections handled.
We will show the dialer live in your custom trial demo.
Listen to a sample call
AI Receptionist
Sheryl
0:00 / 0:00
Based on the borrower's intake profile — deal type, employment status, income source, property type, and lender requirements — our AI logic engine automatically generates a tailored document checklist and sends the client a secure upload link via SMS or email.
No more chasing the same borrower three times for the right T4. No more missing NOAs at submission time. Files land in an encrypted vault, organized by folder, ready to review, package, and submit to your lender.
Invite collaborators — co-applicants, lenders, underwriters, lawyers, or accountants — to view specific folders through a secure party portal. Every access is logged. Every download timestamped. Full audit trail, always.
Import your entire database — past inquiries, referrals, prospects who went quiet, pre-approved borrowers who never pulled the trigger. The AI phone receptionist calls every single one of them. Reintroduces your brokerage. Asks where they are in the process. Books a call with you if they're ready.
Most deals aren't lost — they're forgotten. Buyers wait for rates to drop. Refinancers hesitate. Self-employed borrowers delay. A consistent AI follow-up system keeps you top of mind so when they're ready — they call you first.
Activate follow-up sequences by SMS, email, and voice. Let the AI handle timing, cadence, and message personalization based on where each contact is in the process. You focus on the conversations that are ready to close.
Our platform includes built-in mortgage calculators and affordability tools embedded directly into high-conversion landing pages. When a visitor uses the calculator, the AI captures their profile, starts a qualifying conversation, and books them into your calendar — all without you touching anything.
Use our fully built conversion website, or drop the chat widget onto unlimited pages you already own. Every lead from Google ads, Meta campaigns, organic search, or referrals flows into the same unified inbox — organized, transcribed, and ready for follow-up.
Every piece of borrower data — documents, conversations, call recordings, contact profiles — is stored on Canadian servers with PIPEDA-compliant access controls, consent tracking, and full audit logging. No US data routing. No grey area.
Works as a standalone AI CRM or as an intake and follow-up layer that plugs directly into the tools you already use. Brokers on Velocity, Filogix, Newton Velocity, or any CRM keep their existing workflow — the AI just handles everything around it.
Works alongside:
30-minute consultation. No commitment. No sales pressure.
