AI by industry · Mortgage brokers
Automatic follow-up for mortgage broker leads
Mortgage follow-up has two jobs: moving a live file forward and keeping cold leads warm. AI can send document reminders, status updates and gentle check-ins on a schedule you set, in your wording. A person approves the templates, and anyone can opt out.
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.
Live files: the reminder that actually gets the document
Borrowers mean to send the missing statement and forget. A short, specific reminder works better than a general one: which account, which pages, and why it is needed.
The system can ask again on the day you choose and tell you when the upload arrives.
Cold leads: do not let them vanish
Someone who inquired about buying in the spring may be ready in the fall. A light check-in every so often, with something useful in it, keeps you in the running.
Do not send the same message to everyone. Someone who asked about a refinance wants something different from a first-time buyer.
Keep it compliant
Marketing messages to borrowers fall under advertising and consent rules. Put an opt-out in every message and honor it fast.
Picture this
Examples of what it can look like in a mortgage broker. Illustrations, not clients.
A borrower is missing the second page of a bank statement. The reminder names the exact account and page, and the file moves the next morning.
A lead who said they would buy after their lease ended gets a note two months before that date, asking if they want to start.
A borrower stuck on a letter of explanation gets a reminder with a short example of what the underwriter usually wants to see, and replies with it the next day.
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
Should follow-up texts sound automated?
No. Write them like you would, short and specific, and have a person approve the wording first.
What if a borrower asks to stop?
The system should stop at once and mark them. That is both the rule and good manners.
Can the system follow up by text as well as email?
Yes, if the borrower has agreed to texts. Check consent first, and keep texts short.
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