REal Estate Loan Broker
Ai Assistant


Helping Borrowers Take the Next Step. Any Time, Day or Night.



Your AI Assistant answers loan FAQs, screens borrowers, collects documents, and schedules calls even while you're off the clock.

Loan Broker Use Case AI Assistant

STOP Losing Leads After Hours

Most borrowers don't wait around. The AI assistant steps in when you're unavailable, answering questions, qualifying leads, and collecting the basics using your exact process, not generic advice.


No scraping. No guessing. Just your content, your way.


*30-Day, Risk-Free Trial.

Built for the Loan Workflow


Automated Loan FAQs

Responds instantly and accurately to questions like β€œCan I qualify for a VA loan?”, β€œWhat’s better, FHA or Conventional?” and β€œWhat’s the minimum down?” are based on your documents and materials.

Lead Pre-Qualificaiton

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.

Document Collection

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.

Call & Calendar scheduling

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.


What Sets AI Assistant Apart

No more playing catch-up after weekends or evenings.


  • Pre-screens leads before you ever follow up
  • Reduces time explaining the same loan options
  • Keeps conversations moving while you're away
  • Easy setup, no tech skills needed
Loan Easy Setup With AI Assistan4good

It's like having a junior loan officer working all night. I wake up to new leads and fewer tire-kickers.

Jenny Martins

Independent Mortgage Consultant


READY TO MEET YOUR NEW ASSISTANT?

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Start Your Free 30-Day Trial Today 

  • No Credit Card Required
  • No Setup Fees
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