Sound Familiar?
You know the frustration all too well. A lead comes in hot, ready to talk about their home purchase or refinance. You call back within the hour, but they've already talked to three other brokers. The rate shoppers are the worst. They seem engaged, get pre-qualified, and then vanish into thin air. You follow up once, twice, maybe three times before giving up. Meanwhile, the deals you do have are stuck in document purgatory. You've asked for pay stubs four times. The borrower swears they sent them. Your processor is waiting. The rate lock is ticking. And you're spending your evenings chasing paperwork instead of closing deals. The LOS is supposed to help, but Encompass doesn't call your borrowers at 8 PM when they finally have time to gather documents. Your CRM tracks the leads you're losing, but it doesn't stop the bleeding. You got into this business to help people buy homes, not to leave voicemails that never get returned.
AI agents that work for you 24/7.
Lead Qualification Agent
Responds to new leads within seconds, day or night. Engages rate shoppers immediately while they're still interested. Qualifies on loan type, credit range, employment, and timeline. Warm leads get scheduled on your calendar while cold leads get nurtured until they're ready.
Document Collection Agent
Sends document requests and follows up relentlessly until everything is in. Tracks what's been received and what's outstanding. Sends reminders via text and email with direct upload links. Gets borrowers to submit pay stubs, W-2s, and bank statements without you chasing them.
Rate Lock & Deadline Agent
Monitors critical deadlines and keeps borrowers informed throughout the process. Sends closing timeline updates, rate lock expiration warnings, and next-step reminders. Reduces fall-through by keeping everyone aligned and moving forward.
See it in action.
Here's what changes when AI agents handle your mortgage communications:
A lead submits an inquiry from Zillow before their morning commute. Your agent responds in 45 seconds, qualifies them on loan amount and credit range, and schedules a call for their lunch break.
Your agent has already sent document reminders to three borrowers in process. One uploads their bank statements before you finish your coffee.
You call the qualified lead from this morning. They're pre-approved elsewhere but shopping rates. Your agent already gathered their scenario details so you can give an immediate quote.
A rate lock expires in 48 hours. Your agent texts the borrower, explains the urgency, and gets confirmation they'll sign the disclosure tonight.
Five more leads came in during your afternoon appointments. Your agent qualified three, scheduled two callbacks for tomorrow, and is nurturing the other who isn't ready yet.
A borrower finally has time to gather documents. They text asking what's still needed. Your agent sends the list with upload links and confirms receipt as items come in.
Every lead gets instant response. Every document gets chased. Every deadline gets met. All while you focus on closing loans.
Everything you need. Nothing you don't.
Instant Lead Response
Respond to rate shoppers in seconds, not hours. Capture their attention while they're still engaged.
Document Tracking
Know exactly what's been received and what's missing. Automated follow-ups until the file is complete.
Encompass Integration
Full sync with Encompass, Calyx, BytePro, and other LOS platforms.
Deadline Monitoring
Rate lock expirations, closing dates, and compliance deadlines tracked and communicated automatically.
Borrower Nurturing
Long-term follow-up with leads who aren't ready. Stay top-of-mind for when they are.
Compliance-Ready
All communications logged and documented for regulatory requirements.
Get started in minutes.
Connect Your Systems
Integrate with Encompass, your CRM, and lead sources. Your agent receives leads and loan data in real-time.
Configure Your Workflow
Set qualification criteria, document checklists, and communication preferences. Your agent learns your process.
Activate Lead Response
New leads get instant engagement. Borrowers in process get document reminders. Nothing falls through the cracks.
Close More Loans
Spend your time on qualified borrowers ready to move forward. Let your agent handle the chase.
“I was losing half my leads to faster competitors. Now my AI agent responds in under a minute, qualifies borrowers, and schedules calls while I'm with other clients. My pipeline has never been healthier.”
Michael
Mortgage Broker,Summit Home Lending
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
We connect via Encompass APIs to access loan data, document status, and pipeline information. Your agent can check what documents are needed and update borrowers with accurate information.
Your agent qualifies borrowers on scenario details like loan amount, credit range, and property type. Complex rate quotes still go to you, but your agent gathers everything needed for a fast response.
All communications are logged with timestamps. Your agent follows compliant messaging patterns and never makes promises about rates or terms. We support your compliance requirements.
You set the cadence. Most brokers use reminders at 24 hours, 48 hours, and then daily until received. Your agent escalates urgency as deadlines approach.
Yes. We integrate with Velocify, Salesforce, and most mortgage CRMs. Leads flow in, activities sync back, and your pipeline stays accurate.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.