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Responds instantly and accurately to questions like “Can I qualify for a VA loan?”, “What’s better, FHA or Conventional?” and “What’s the minimum down?” are based on your documents and materials.
Collects details like credit range, income, loan type, timeline, and property goals. It helps you separate ready-to-go clients from casual browsers and sends a snapshot of each lead directly to your inbox or CRM.
Guides borrowers through uploading documents like W-2s, IDs, and bank statements using secure upload forms or API-based integrations. This reduces follow-ups and helps prevent missing paperwork.
Share your availability for pre-approvals or discovery calls, syncing with tools like Calendly, Google Calendar, and more. It automatically sends out confirmations and reminders to keep everything on track.
No more playing catch-up after weekends or evenings.
It's like having a junior loan officer working all night. I wake up to new leads and fewer tire-kickers.
Independent Mortgage Consultant
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