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AI Receptionist for Mortgage Brokers

An AI receptionist for mortgage brokers and loan officers

Borrowers call when they find the house, not when you're free. Clutchphone answers every call, gathers the basics, and books time with a loan officer before they call another lender.

Book a Call See how it works
The problem

Why mortgage brokers & lenders miss calls

Every unanswered call is a client, patient, or job that might go to a competitor. Here's where phones break down for mortgage brokers & lenders.

Leads go cold fast

Homebuyers shopping rates call multiple lenders. Delayed callbacks lose loans.

Loan officers are always on calls

Your LOs are working active files and can't answer every new inquiry.

Status calls from borrowers and agents

Borrowers and realtors call constantly for updates on active loans.

What it handles

What our AI receptionist does for mortgage brokers & lenders

Clutchphone doesn't just take messages. It understands the caller, completes the task, and logs it in your systems.

Lead pre-qualification

Collects loan purpose, price range, down payment, timeline, and credit range you choose to ask about.

Consultation booking

Books calls with the right loan officer and sends application links.

Realtor partner calls

Recognizes referral partners and routes them to the right LO.

Loan status routing

Takes detailed status requests and notifies the processor or LO.

How It Works

From first call to fully live

We handle the build and the integrations. Your team just shows up for the kickoff and the review.

  1. 01

    Discovery call on Zoom

    We map how calls come into your mortgage business, your call types and volume, and the systems the AI needs to read from and write to.

  2. 02

    We build & integrate

    We train your agent on your services, policies, and FAQs and connect it to your scheduling, CRM, and phone lines. Keep your existing numbers.

  3. 03

    Test, then go live

    Start with one line, overflow, or after-hours calls. We listen to real calls, refine responses and actions, then roll out.

  4. 04

    Optimize continuously

    Call analytics show what callers need. We keep tuning the agent and adding new actions as your workflows evolve.

Incoming call Homebuyer · Zillow lead
AI on call
CallerHi, we found a house we love and need to get pre-approved.
Clutchphone AIThat's exciting. Roughly what's the purchase price, and how much are you planning to put down?
CallerAbout $450,000 with 10% down.
Clutchphone AIThanks. I've booked you with Dana for a pre-approval call today at 5pm and texted you the application link to get started.
  • Purchase lead pre-qualified
  • LO consultation booked same day
  • Application link sent

Example call flow for illustration.

Connects to the software mortgage brokers & lenders already use

Salesforce Jungo Total Expert HubSpot Outlook Custom APIs Custom APIs & webhooks

Integration method depends on each platform's API and is confirmed during discovery.

FAQs

Questions, answered

Will it quote interest rates?
No. It gathers information and schedules time with a licensed loan officer, who handles rates and loan terms.
Can it log leads in our CRM?
Yes. Each call can create or update a lead with loan details, source, and next steps.
Can it route realtor partner calls?
Yes. It can recognize partner numbers or names and route them to the right loan officer.
Does it support compliance requirements?
We review your compliance and data handling requirements during scoping and configure disclosures and scripts accordingly.
How much does an AI receptionist for mortgage brokers & lenders cost?
Pricing is scoped to your call volume, the integrations and actions you need, and your support requirements. Book a 30-minute call and we'll send a tailored proposal for your mortgage business.
How long does setup take?
It depends on the number of call types and integrations. After a discovery call we'll give you a clear timeline and rollout plan, usually starting with one line or queue before expanding.
Book a Call

Get an AI receptionist for your mortgage business

Pick a time for a Zoom with our team. We'll show you how an AI receptionist can answer your calls and take action in the tools your mortgage business already uses.

  • Your call volume, call types, and where calls fall through today
  • Which systems the AI should connect to and what actions it should take
  • A live walkthrough and a tailored proposal
Zoom 30 minutes No commitment

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