AI by industry · Mortgage brokers
Online booking for mortgage brokers
Booking for a mortgage broker works best as a short form followed by a calendar. The borrower says whether they are buying or refinancing, picks a time, and gets reminders. You get the details before the call, so the first conversation starts at the real questions.
Talk through your brokerage with the person who builds it
A free 30-minute call. You leave knowing which part of your mortgage broker to hand to AI first, what we would build, and roughly how long it takes.
Ask before you book
A first call with a first-time buyer is different from a refinance with a complicated income. Two or three questions on the booking page let you give the right amount of time and prepare.
Show the time zone clearly. Out-of-state borrowers and military families often book across zones.
Reminders and rescheduling
Borrowers are busy and often shopping around. A reminder with a one-tap reschedule keeps the slot from going to waste and keeps the file alive.
A calendar that blocks time for closings and for your own file work keeps you from being over-booked.
Signings and documents
Scheduling a signing involves the borrower, the settlement agent and sometimes a notary. A system that tracks who has confirmed saves you the phone tag.
Picture this
Examples of what it can look like. Illustrations, not clients.
A refinance borrower picks a time from the page at midnight. By morning you can see their current loan type and what they want to change.
A buyer has to move a call because of a showing. They tap a link, pick Thursday, and your calendar updates.
A first-time buyer picks Saturday morning for a call, and the confirmation includes a short list of what to have in hand, so the call can start at the real questions.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“other than a call made for emergency purposes or made with the prior express consent of the called party”
Sources
- 47 U.S.C. § 227 (TCPA): Consent rules for automated calls, prerecorded voices and texts.
- 12 CFR § 1026.36 (loan originator rules): Regulation Z rules for mortgage loan originators.
- CFPB: Regulation X (RESPA): Settlement and referral rules for home loans.
- CFPB: mortgage compliance resources: The Consumer Financial Protection Bureau’s guides for mortgage businesses.
Talk through your brokerage with the person who builds it
A free 30-minute call. You leave knowing which part of your mortgage broker to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can the calendar show only certain times?
Yes. You decide the hours, buffers and how far ahead people can book.
Does booking replace the phone call?
No. It makes sure the call happens at a time that suits both of you.
Can borrowers book in my other licensed states?
Yes, if you route them. The form can ask the property’s state and show the right calendar or tell them you cannot help.
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