AI by industry · Mortgage brokers
Online booking for mortgage brokers
Booking for a mortgage broker works best as a short form followed by a calendar. The borrower says whether they are buying or refinancing, picks a time, and gets reminders. You get the details before the call, so the first conversation starts at the real questions.
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.
Ask before you book
A first call with a first-time buyer is different from a refinance with a complicated income. Two or three questions on the booking page let you give the right amount of time and prepare.
Show the time zone clearly. Out-of-state borrowers and military families often book across zones.
Reminders and rescheduling
Borrowers are busy and often shopping around. A reminder with a one-tap reschedule keeps the slot from going to waste and keeps the file alive.
A calendar that blocks time for closings and for your own file work keeps you from being over-booked.
Signings and documents
Scheduling a signing involves the borrower, the settlement agent and sometimes a notary. A system that tracks who has confirmed saves you the phone tag.
Picture this
Examples of what it can look like in a mortgage broker. Illustrations, not clients.
A refinance borrower picks a time from the page at midnight. By morning you can see their current loan type and what they want to change.
A buyer has to move a call because of a showing. They tap a link, pick Thursday, and your calendar updates.
A first-time buyer picks Saturday morning for a call, and the confirmation includes a short list of what to have in hand, so the call can start at the real questions.
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
Can the calendar show only certain times?
Yes. You decide the hours, buffers and how far ahead people can book.
Does booking replace the phone call?
No. It makes sure the call happens at a time that suits both of you.
Can borrowers book in my other licensed states?
Yes, if you route them. The form can ask the property’s state and show the right calendar or tell them you cannot help.
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