House hunters call after the open house, not during business hours.
Sarah answers borrower calls around the clock, captures purchase or refinance, timeline, and who’s on the loan, then books the call with your loan officer. Built for brokers competing in a business where the fastest response usually wins the file.
Sarah calls you back live — hear her before you pay a dollar
From $350/month + 15¢/min usage · Cancel anytime
Mortgage Brokers: the phone problem
Buyers call on Sunday afternoons
People leave an open house and call a lender from the car. If your line goes to voicemail on weekends, that preapproval conversation happens with someone else on Monday — or never.
Every file is on a clock
Offers have deadlines and closings have dates. Sarah captures where each caller stands — just looking, under contract, or racing a closing — so your team returns calls in the right order.
Rate shoppers eat officer time
Some callers only want today’s number to lever against another lender. Sarah asks the screening questions you set and reserves officer time for borrowers with a real scenario and a real timeline.
Hear Sarah on the phone
Real recorded conversations with US customers. Personal details are beeped out — everything else is exactly as it happened.
Incoming call → booked job
A customer calls in, Sarah qualifies the issue and books the appointment on the spot.
Contact & payment details
Sarah collects the details the office needs — no forms, no callbacks, no friction.
A live, natural conversation
Interruptions, questions, small talk — listen to how Sarah keeps it human.
Mortgage Brokers: a real call, handled
This is the shape of the conversation — triage first, details second, booking before the caller can dial a competitor. And it’s not a mockup: real recorded calls are right on this page.
- Answers buyer calls nights and weekends
- Captures purchase, refinance, and timeline details
- Flags under-contract borrowers as urgent
- Screens rate shoppers per your rules
- Books officer calls to your calendar
- Texts back every missed caller
Plays nicely with the tools you already run
No rip-and-replace. Sarah books into your calendar and writes into your CRM from day one.
Every feature. From $350 a month + 15¢ a minute.
AI answering service for mortgage brokers: how it works
An AI receptionist is software that answers your business phone with a natural, human-sounding voice — instantly, on every call, at any hour. Sarah answers borrower calls around the clock, captures purchase or refinance, timeline, and who’s on the loan, then books the call with your loan officer. Built for brokers competing in a business where the fastest response usually wins the file.
Unlike a traditional answering service that takes a message for you to chase later, Sarah completes the job on the call: she handles answers buyer calls nights and weekends, captures purchase, refinance, and timeline details, and books the appointment straight into your calendar or field-service software. Every conversation is recorded, transcribed and summarized, so your team starts the day with booked work — not a voicemail queue. Plans start at $350 per month plus usage from 15¢ per minute of conversation, with white-glove setup included and no long-term contracts.
Mortgage Brokers questions
Does Sarah quote rates?+–
Never. Sarah doesn’t quote rates, estimate payments, or give financial advice of any kind. She captures the scenario — purchase or refinance, timeline, who’s on the loan — and books the call. Every number a borrower hears comes from your team.
Can she prioritize urgent files?+–
Yes. You define what urgent means — under contract, offer pending, closing date at risk — and Sarah flags those calls so your officers see them first. Everyone else gets booked into the normal flow without being lost.
Where do booked calls go?+–
Onto your calendar (e.g. Google Calendar) or into your CRM, with a summary of the borrower’s scenario attached. Your officer dials in already knowing the purchase price range, the timeline, and who else is on the loan.
Why does after-hours matter so much here?+–
Because home shopping happens on evenings and weekends, and the emotional peak — we found the house — rarely lands during business hours. Answering in that moment is often the entire difference between your file and someone else’s.
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Put Sarah on your phones
Leave your number — the callback demo will already speak your industry.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime