Incoming call → booked job
A customer calls about a broken dishwasher. Sarah checks the brand, quotes the service call fee, takes the details and books the visit.
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AI receptionist for Mortgage Brokers · 24/7
AI Receptionist for Mortgage Brokers Sarah 24/7 — answers every call and books the job
House hunters call after the open house, not during business hours. Sarah answers borrower calls around the clock, captures purchase or refinance, timeline, and who’s on the loan, then books the call with your loan officer. Built for brokers competing in a business where the fastest response usually wins the file.
Sarah calls you back live — hear her before you pay a dollar
From $350/month + 15¢/min usage · Cancel anytime
The calls you’re losing
Mortgage Brokers: the phone problem
Buyers call on Sunday afternoons
People leave an open house and call a lender from the car. If your line goes to voicemail on weekends, that preapproval conversation happens with someone else on Monday — or never.
Every file is on a clock
Offers have deadlines and closings have dates. Sarah captures where each caller stands — just looking, under contract, or racing a closing — so your team returns calls in the right order.
Rate shoppers eat officer time
Some callers only want today’s number to lever against another lender. Sarah asks the screening questions you set and reserves officer time for borrowers with a real scenario and a real timeline.
Three real calls · nothing staged
Hear Sarah on the phone
Real recorded conversations with US customers — the word-by-word transcript of each one is on the home page. Names, numbers and the client's business name are beeped out — everything else is exactly as it happened.
Qualifying the job on the call
A rental property with a leaking fridge. Sarah works out what is actually happening before anyone is dispatched.
An honest answer, not a sales pitch
The caller wants a part, not a technician. Sarah checks, says plainly that we do not sell parts, and offers what she can.
On the phone
Mortgage Brokers: a real call, handled
This is the shape of the conversation — triage first, details second, booking before the caller can dial a competitor. And it’s not a mockup: real recorded calls are right on this page.
- Answers buyer calls nights and weekends
- Captures purchase, refinance, and timeline details
- Flags under-contract borrowers as urgent
- Screens rate shoppers per your rules
- Books officer calls to your calendar
- Texts back every missed caller
CallerHi — we just saw a house we love and our agent says we need a preapproval letter, like, yesterday.
SarahThen let’s not waste your evening. I can’t discuss rates or terms, but I can get a loan officer moving tonight. Have you already made an offer, or are you about to?
CallerWe want to make the offer tomorrow morning if we can.
SarahUnderstood — an offer in the morning. Is this your first home purchase, and will there be a co-borrower on the loan?
CallerFirst house, and yes, my husband will be on it too.
SarahPerfect, I have everything the officer needs to start. The first opening is tonight at 7 PM for a phone call — should I book it and text you both the confirmation?
Integrations
Plays nicely with the tools you already run
No rip-and-replace. Sarah books into your calendar and writes into your CRM from day one.
Pricing
Every feature. From $350 a month + 15¢ a minute.
No setup feeNo contractsCancel anytime
Good to know
AI answering service for mortgage brokers: how it works
An AI receptionist is software that answers your business phone with a natural, human-sounding voice — instantly, on every call, at any hour. Sarah answers borrower calls around the clock, captures purchase or refinance, timeline, and who’s on the loan, then books the call with your loan officer. Built for brokers competing in a business where the fastest response usually wins the file.
Unlike a traditional answering service that takes a message for you to chase later, Sarah completes the job on the call: she handles answers buyer calls nights and weekends, captures purchase, refinance, and timeline details, and books the appointment straight into your calendar or field-service software. Every conversation is recorded, transcribed and summarized, so your team starts the day with booked work — not a voicemail queue. Plans start at $350 per month plus usage from 15¢ per minute of conversation, with white-glove setup included and no long-term contracts.
Whether you call it an AI receptionist for mortgage or an answering service for mortgage brokers, the difference that matters is how the call ends: an appointment on the books rather than a message someone still has to chase.
FAQ
Mortgage Brokers questions
Does Sarah quote rates?+–
Never. Sarah doesn’t quote rates, estimate payments, or give financial advice of any kind. She captures the scenario — purchase or refinance, timeline, who’s on the loan — and books the call. Every number a borrower hears comes from your team.
Can she prioritize urgent files?+–
Yes. You define what urgent means — under contract, offer pending, closing date at risk — and Sarah flags those calls so your officers see them first. Everyone else gets booked into the normal flow without being lost.
Where do booked calls go?+–
Onto your calendar (e.g. Google Calendar) or into your CRM, with a summary of the borrower’s scenario attached. Your officer dials in already knowing the purchase price range, the timeline, and who else is on the loan.
Why does after-hours matter so much here?+–
Because home shopping happens on evenings and weekends, and the emotional peak — we found the house — rarely lands during business hours. Answering in that moment is often the entire difference between your file and someone else’s.
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More on how Sarah works: the AI receptionist · AI answering service · AI receptionist for small business · pricing.
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Put Sarah on your phones
Leave your number — the callback demo will already speak your industry.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime