Services for Mortgage Professionals
Our Services
AI-Powered Services That Save You Time, Capture More Leads, and Grow Your Business
Our Offerings
Enhancing Your Client Acquisition Process
Simplify your follow-ups and reduce admin tasks. Our AI voice agents and CRM tools make it easy for brokers like you to manage client communication and keep their pipelines moving
Experience advanced AI Voice Agents and Chatbots that automate client interactions and streamline your communication; While tailored CRM solutions keep client management organized and efficient. Our List Reactivation Systems re-engage inactive or dormant contacts, helping you reconnect and unlock new opportunities from your existing database.
Why Choose Us?
Because you shouldn’t have to choose between growing your business and staying available 24/7. We built this AI voice agent for people like you; professionals who care about every lead, every client, and every opportunity but can’t afford to answer every call. Our system works quietly in the background, making sure nothing slips through the cracks, and your business stays one step ahead;
without burning you out.
AI-Voice Agent Features
Let Our AI Voice Agent Handle Your Calls So You Can Focus on Closing Deals
Tired of Missing Calls, Chasing Unqualified Leads, or Wasting Hours on the Phone?
We get it. Every missed call could mean a lost opportunity. Every repetitive FAQ wastes your time. Our AI voice agent solves these problems with zero training time, no burnout, and 24/7 performance. It’s like having a supercharged receptionist who never sleeps.
Warm, Natural Conversations
Our AI voice agent engages callers with friendly, human-like dialogue that builds rapport and trust.
Instant FAQ Responses
It answers common questions quickly and accurately, providing callers with the information they need right away.
Lead Qualification & Filtering
The system screens callers to identify serious prospects, filtering out non-leads so you only get qualified opportunities.
Appointment Booking
Automatically schedules appointments based on your availability, saving you time and reducing no-shows.
Call Transfers
Hot leads are seamlessly transferred to you or your team, ensuring timely and personal follow-up.
Real-Time Notifications
You receive immediate alerts and detailed summaries so you’re always up to date on new leads and appointments.
Revive Old Leads
Database Reactivation & Nurturing
How many opportunities are sitting silently in your CRM at the very moment?
You’ve invested time, money, and energy into building your lead list so letting those contacts fade into silence isn’t just a missed opportunity; it’s lost potential. At MortgageAutomate, we don’t believe in letting good leads go cold. We believe in second chances,
strategic, intentional reactivation that respects your name and reignites interest.
Whether it’s a quiet inbox or a CRM full of untapped names, our nurturing system is built to reconnect, re-engage, and revive
your pipeline. Thoughtful messaging, AI-driven timing, and data-backed strategy; all work together to turn dormant leads into warm conversations.
What’s Included in Our
Reactivation & Nurturing System
We don’t just send a few messages and hope for the best. Our process is structured, strategic, and customized to your leads. From cleaning up your CRM to delivering high-converting follow-ups, every step is designed to re-engage with care.
CRM Cleanup & List Reactivation
Your CRM isn’t just a list it’s a goldmine of missed opportunities. We help you declutter, identify inactive contacts, and segment your list so you know exactly who to re-engage.
5-Day Engagement Sprint
We launch a concentrated, multi-channel follow-up campaign that spans five days—strategically designed to prompt responses, restart conversations, and get your leads moving again.
AI-Powered Lead Nurturing
Our smart AI sends personalized SMS and email messages tailored to reignite interest. These gentle nudges feel natural making your cold leads warm again with zero effort on your part.
AI-Powered CRM Solutions
AI-Powered Systems to Streamline Your Workflow
We set up and manage powerful CRM tools , tailored specifically to your needs, so you can track leads, automate follow-ups, and stay effortlessly organized.
A complete CRM setup specifically designed for mortgage brokers, featuring deal tracking, automated follow-ups, and a self-managing pipeline.
Automated email and SMS follow-ups that keep your leads engaged without you having to lift a finger.
Easy lead tracking and pipeline management that keeps deals moving smoothly.
Regular updates and hands-on support to keep your CRM running smoothly and your pipeline on track.
SMS Review Forecaster for Mortgage Brokers
Turn happy clients into powerful social proof. Use this dashboard to forecast campaign outcomes and learn the strategies to maximize your success.
Foundational SMS Benchmarks
SMS is a powerful channel with unparalleled visibility. Understanding these core metrics is the first step to building a realistic forecast for your brokerage.
SMS Open Rate
98%
Near-guaranteed message visibility.
SMS Click-Through Rate
19-36%
High initial engagement with your link.
Finance Sector Response Rate
~24%
High client willingness to engage.
Review Submission Rate
6-13%
The true conversion rate for brokers.
Forecast Your Campaign Results
Enter the number of recently settled loans to model a forecast. The projections account for a two-message sequence (initial request + one follow-up).
Projected New Reviews
The Client Conversion Funnel
This funnel visualizes the client's journey from your post-settlement message to a submitted review. The key is to minimize friction at the final step.
Requests Sent Post-Settlement
100
↓
98% Open Rate
Messages Opened
98
↓
~28% Click Rate
Review Links Clicked
20-35
↓
~9% Submission Rate
Reviews Submitted
6-13
The Mortgage Broker's Playbook
These strategies are your levers for performance, helping you move from a conservative outcome to an optimistic one by leveraging key moments in the client journey.
Ask for the review at the peak of client happiness: settlement.
The single most effective time to request a review is within **24-48 hours of the loan settling**. At this moment, the client's stress is gone, their goal is achieved, and their gratitude towards you is at its highest.
- Primary Trigger: Loan Settlement Confirmation. Automate the request to go out as soon as you get the notification.
- Secondary Opportunity: Formal/Unconditional Approval. This is another high point, but settlement is the emotional peak.
- Avoid: Don't ask during the application or underwriting process when client stress is high.
Compliance & Risk Management for Brokers
Ignoring platform and financial services policies is a serious risk. The rules for Google, Yelp, and financial advertising are non-negotiable.
Google Business Profile
✓
Actively Solicit? YES.
Google encourages asking clients for reviews.
✗
Offer Incentives? NO.
Never offer gifts for reviews.
✗
"Gate" Reviews? NO.
You must ask all clients, not just happy ones.
Yelp
✗
Actively Solicit? NO.
Yelp strictly forbids asking for reviews.
✗
Offer Incentives? NO.
A direct and serious violation.
✗
"Gate" Reviews? NO.
Also forbidden.
Financial Services Rules
✓
Use Testimonials? YES.
But they must be handled correctly.
!
Get Consent.
You need explicit consent to use a review in your own marketing.
!
Must Be Typical.
The experience described must be representative of a typical client.
The Business Impact (ROI) for Your Brokerage
The reviews you generate are not vanity metrics; they are assets that build trust and drive high-value leads.
Build High-Trust Social Proof
For a major financial decision like a mortgage, strong reviews are essential to overcome new client hesitation and build instant credibility.
Dominate Local Search
Google uses review quantity and quality as key signals for local search, helping you stand out against banks and other brokers.
Drive Referral & Lead Conversion
Positive reviews validate referrals and significantly increase the conversion rate of leads from your website and other marketing channels.
Frequently Asked Questions
How quickly can the AI agent start handling my calls?
We can have it up and running, customized for your business — in just a few days.
Will I still stay in the loop when the AI takes over?
Absolutely. You get real-time notifications, lead summaries and call logs
How does your CRM help me stay on top of leads?
It tracks every lead’s stage, automates follow-ups, and reminds you exactly when to take action.
Can I see how my business is performing?
Yes, you get clear dashboards showing lead status, follow-up activity, and deal progress at a glance.
What makes your lead reactivation different?
We use AI, smart messaging, and CRM workflows to warm up dead leads; not cold outreach
Testimonials
What Our Clients Are Saying
See Exactly How It Works
Book Your Appointment Today
We’ll show you how our AI, CRM, and lead reactivation systems work , and how they fit into your business.
Want to Work Together?
Get Your Custom Quote
Tell us what you need, and we’ll send a tailored plan that fits your goals, your workflow, and your budget.
