AI-Agents for Mortgage Loan Officers 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.
Follow up with borrowers on the steps promised during a call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsSend a final note to silent borrower prospects and log the outcome.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
4 toolsAnswer borrower texts and flag financing questions for follow-up.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Text loan prospects about their next step when follow-up is 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
