AI by industry · Mortgage brokers
AI receptionist for mortgage brokers
An AI receptionist for a mortgage broker answers when you are on another call or at a closing table. It asks the intake questions, such as buying or refinancing, rough timeline and best way to reach them, then books a call and sends you the summary. It should not quote rates or give loan advice.
Map your brokerage: see what could run on its own
Enter your website. The Brain reads it and shows every step of your mortgage broker that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Why a missed call costs a loan
A borrower who is shopping calls several brokers in a row. The first one who picks up, or calls back within minutes, usually gets the conversation. Voicemail gets skipped.
Leads from referral partners are the most sensitive, because the agent is watching how you treat their buyer.
What it should and should not say
It can explain how your process works, what documents you usually ask for first, and when you are free to talk. It should say clearly that a licensed loan officer will discuss rates and eligibility.
You write those boundaries, and you read the transcripts.
Hand-off that does not repeat questions
The borrower should never have to say it all again. The call summary lands in your inbox with the purpose of the loan, the property state and the time they asked for.
Picture this
Examples of what it can look like in a mortgage broker. Illustrations, not clients.
It is 6:40 p.m. and a couple calls about buying their first home. The receptionist asks the basics and books you for 9 a.m., and they get a text confirming it.
A realtor calls while you are in a signing. The receptionist takes the buyer’s name and the property address and flags it as urgent.
A self-employed borrower calls on a Saturday. The receptionist explains that you usually ask for two years of returns, books Monday, and tells you they are self-employed.
Map your brokerage in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your mortgage broker that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Questions
Will borrowers know it is not a person?
It should say so up front. People accept that when the call ends with a real appointment.
Does it record calls?
That is a setting you choose. Recording rules vary by state, so the greeting should tell callers if it happens.
Can it screen out callers who are not a fit?
It can ask basic questions, such as the state of the property, and pass anything outside your licensed states to you with a polite note.
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