AI Customer Service Department
Handles 24/7 inquiries, routing, and reviews.
- Receptionist / front desk
- Customer success coordinator
- Reputation / review specialist
AI front-desk systems for mortgage brokers — instant pre-qualification, rate-quote intake, document-collection reminders, and Realtor referral routing, all 24/7.
Automate repetitive workflows and support your existing team — without adding headcount.
Avg AI reply time: 38sServing USA & Canada$2,500/month per department
Pick the departments that match your workflow — Customer Service, Estimating, Sales, and Social Media. $2,500/month per department. All named AI agents are included.
Handles 24/7 inquiries, routing, and reviews.
Turns project notes and files into structured estimates.
Captures, qualifies, follows up, and books leads.
Content creation, scheduling, community management, and social outreach.
$2,500/month per AI Department · All named agents included · 30-day launch + weekly optimization
Yes. The intake system collects income, credit range, down-payment, property type, and timeline — so only viable borrowers reach your loan officers' calendars.
Yes. The system explains rate-quote workflows, lock periods, and document requirements — and books the qualified borrower for a real quote call.
Yes. The Customer Service Department pings borrowers for income docs, bank statements, and disclosures — keeping files moving without LO time.
Yes. The system routes Realtor-referred borrowers to the correct LO, tracks the referral source, and sends thank-you flows automatically.
Most mortgage brokerages launch in 4–8 weeks.
Each AI Department is a flat $2,500/month and includes all of its named AI agents. Pick 1–4 departments — your monthly total is simply the number of departments × $2,500. 30-day setup and launch, then weekly optimization to improve performance and traction.