AI-Agents for Mortgage Brokers in Customer Messaging working with Close
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send borrowers the next steps discussed in an initial call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsClose silent borrower threads and mark where each inquiry stands.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
4 toolsReply to borrower texts and track questions needing a broker's answer.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Text borrower prospects when their planned follow-up comes due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
4 tools
