AI-Agents for Mortgage Brokers working with Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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
