Industries · mortgage brokers
AI Receptionist for Mortgage Brokers
In mortgage, speed to lead and document chasing eat the day. We build an AI agent that answers inquiries right away, collects the first details and follows up on missing documents, with a person one step away.
What does an AI receptionist do for mortgage brokers?
It answers the phone, answers common questions from your approved information, collects the details your team needs, and hands urgent or unclear calls to a person. A follow-up workflow can then keep quotes and inquiries from going quiet.
What you get
Who it’s for
Mortgage brokers with inquiries to answer fast and documents to chase.
- 01Voz answers every call, at any hour, in English and Spanish
- 02The details your team needs, collected on the call
- 03Urgent or unclear calls handed to a person
- 04A follow-up workflow, scoped in writing
- 05Set up and operated by us, scoped to your call flow
Typical requests
Speed to lead
A first reply to every inquiry as it arrives.
Document chasing
Reminders for the documents still missing.
Appointments
Calls with a broker booked from the first details.
Anything else
Handed to a person on your team with the details.
Built around how your business works
The agent never gives rate or loan advice. It collects what your team asks for and keeps the next step moving; every decision stays with a person.
We write down who answers, what is asked, what is urgent and who is told, and build exactly that. We start with one workflow and add more once it works.
How it works
A 30-minute call
We map the problem and decide together whether it is a product or a custom build. It is free.
A written scope
Nothing is built before both sides agree, in writing, on what done means. Custom work is quoted in writing.
Built, then operated
You see the work before launch. Every build arrives with a runbook, a recovery plan and a changelog, and we keep it running.
Pricing
The first call is free. Custom work is quoted in writing before anything starts. Pricing depends on scope and volume, and we quote it in writing.
Questions
- What does an AI receptionist do for mortgage brokers?
- It answers the phone, answers common questions from your approved information, collects the details your team needs, and hands urgent or unclear calls to a person. A follow-up workflow can then keep quotes and inquiries from going quiet.
- Does it work with my software?
- How it connects to your software is part of the written scope. We say what we will connect before building.
- What happens with urgent calls?
- Urgent calls are handed to a person on your team, following the call flow we agree with you.
- Does it give loan advice?
- No. It collects the details your team asks for and hands decisions to a person.
- How does it help with speed to lead?
- A first reply to every inquiry as it arrives. The details are written into the scope with you.
- How does it help with document chasing?
- Reminders for the documents still missing. The details are written into the scope with you.
- How does it help with appointments?
- Calls with a broker booked from the first details. The details are written into the scope with you.
- What does it cost?
- Voz is scoped per call flow, with a demo on request. Custom workflows are quoted in writing.
Bring us the problem
Book a free 30-minute call. We tell you whether a product already fits or whether it needs a custom build, and we put the scope in writing.