Every missed call is a lost client. Every delayed response sends them to a competitor. Frontdesk AI answers calls 24/7, qualifies leads, schedules consultations, and nurtures applications—all while you focus on closings.
For Mortgage Brokers
Incoming Call...
Lead
"Hi, I'm looking to refinance my home. What rates do you have?"
AI Receptionist
"Great! I can help with that. Current rates start at 6.5%. Can I schedule a consultation to review your options?"
✓ Consultation Scheduled • Tomorrow 3PM
You're losing qualified borrowers every day you miss their call. Leads reach out at night, no-shows waste your appointments, and your team can't keep up with rate inquiries. There's a better way.
A pre-qualified buyer sees rates drop and calls at 9 PM to lock in. They get voicemail. By the time you check messages in the morning, they've already locked with a competitor who answered instantly.
While you're in a consultation, five more calls come in. Rate checks, document questions, pre-approval requests—you can't be everywhere at once. Borrowers get frustrated waiting, and you lose deals to faster brokers.
You block your calendar, prepare their file, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted time and another lost commission.
One AI workforce that handles every touchpoint—from first inquiry to closed loan
Borrowers visit your mortgage website at any hour. Frontdesk Chat answers instantly, qualifies leads, gathers loan details, and books consultations—all without human intervention.
Every call is answered instantly—rate inquiries, application status checks, document questions. The AI understands context, provides loan updates, schedules callbacks, and escalates to loan officers only when needed.
When borrowers miss consultations or need document reminders, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their loan scenario, and books new appointments—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, document submission—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every borrower and their loan journey.
Orchestrate the entire borrower journey across email, voice, SMS, and web. Automatically coordinate follow-ups, document reminders, and nurturing sequences based on loan stage and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, document reminders, rate updates, and closing preparation—all orchestrated by Marketing Automation.
Smart loan applications that pre-fill from CRM data and guide borrowers through completion. When forms are submitted, they automatically trigger outbound automation sequences for document collection and loan processing workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your mortgage brokerage. Each agent handles different tasks—answering calls, booking consultations, qualifying loan inquiries. They work together 24/7 to close more loans faster.
Answers every call instantly—no voicemail, no missed borrowers. Handles mortgage inquiries, books consultations, and captures pre-qualification details automatically.
Qualifies mortgage leads, explains loan products and current rates, answers questions about pre-approval and closing costs instantly. Books consultations and captures borrower info—all through your website chat, 24/7.
Sends personalized consultation confirmations, rate update alerts, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep borrowers engaged throughout the loan process.
Pre-fills loan applications from CRM data. Guides borrowers through employment history, income verification, and asset documentation. Triggers automation workflows when submitted for underwriting.
Automatically reaches out to borrowers at the right time. Makes outbound calls to missed consultations, sends personalized SMS follow-ups about rate changes, and emails nurturing sequences. Coordinates all outbound channels to recover cold leads and keep borrowers engaged through closing.
Handles two-way SMS conversations with potential borrowers and current clients. Sends consultation confirmations, closing date reminders, and answers questions about rates and loan programs via text—98% open rate.
Lets website visitors speak directly to your website about mortgage rates and loan programs. Click, talk, get answers about pricing, pre-qualification requirements, and closing costs—no typing required. Perfect for mobile users researching rates.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed borrower and client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by loan type, pipeline stage, and lead status.
Clients don't submit support requests—they just call or text. Your AI recognizes document issues (missing paystubs, expired IDs, incomplete tax returns), creates tasks, triages by urgency, and notifies the right loan officer or processor automatically.
Watches every conversation and alerts you when it matters. If a borrower expressed frustration, if a document was flagged as urgent, if a consultation was booked—you know instantly.
Follow one borrower from first call to funded loan—see how every system works together
Alex calls at 2 AM. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, refinance interest, $425K balance, 6.5% current rate. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and pre-qualification forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to browsing. Meanwhile, a reminder email is already scheduled for Friday. No one had to remember to send it.
Saturday morning, Alex is at the grocery store. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her refinance interest, her $425K balance. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished her shift at work. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Saturday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. She loves the rate you're offering. You mark the meeting complete in your CRM. The moment you click "Complete," the system springs into action: post-consultation follow-up emails get queued, the loan application is ready to send, and document collection workflows begin. All happening automatically—you're just consulting with the borrower.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a loan application from Frontdesk Forms—already filled with her name, email, and loan details. The AI guides her through employment and income documentation right on her phone. When she submits it, you're immediately notified. The underwriting process begins automatically—all without you lifting a finger.
Alex is at work, thinking about the loan. She has a question about closing costs. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and application, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With a great rate locked in, Alex closes on her refinance. The system automatically sends congratulations emails, next steps for payoff, and guidance on her new payment schedule. Alex's officially refinanced and saved thousands.
Alex just made her first new payment. She has questions: "When does my escrow account update?" "Can I get a copy of my closing statement?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex needs her mortgage interest statement for taxes. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the request, locates the document, and emails it to her immediately. Alex doesn't have to wait for business hours or fill out forms. She just describes what she needs, and it's handled.
Rates dropped again. Alex gets notified automatically—email, text, or both, your choice. The system sends rate alerts, market updates, refinance opportunities, and loan servicing reminders. Borrowers stay informed without you sending individual messages. Everything happens automatically.
Three months later, Alex refers two friends. She had an amazing experience—questions were answered instantly, the process was smooth, and she saved thousands. The same AI that helped her find the best rate kept her informed throughout. That's the full journey: prospect to borrower to advocate.
Everything you need to know about using Frontdesk for your mortgage brokerage
Yes. The AI answers calls 24/7, qualifies borrowers, collects financial information, and books consultations—all while you're off the clock. No more missed refinance opportunities at 10 PM.
The AI provides current rate information automatically, collects all details (loan amount, credit score range, property type, loan purpose), and routes qualified leads to your loan officers. Urgent pre-approvals can be escalated immediately.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed.
After consultations, borrowers automatically receive a pre-qualification form that's pre-filled with their info from the CRM. The AI guides them through income verification and document upload. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Encompass, Calyx Point, BytePro, and others. All data syncs automatically—borrowers, consultations, applications, and document requests.
Absolutely. The AI knows all your loan officers, their specialties, availability, and preferred loan types. It can route calls based on expertise, handle multi-branch inquiries, and manage multiple locations simultaneously.
The AI handles urgent requests 24/7, verifies borrower information, and can coordinate with your loan officers immediately. For time-critical pre-approvals, it immediately escalates to your on-call team.
Pricing is based on your brokerage size and call volume. Most brokerages see ROI within the first month from reduced no-shows and increased loan conversions. Contact us for a custom quote.
Stop missing pre-approval calls at 2 AM. Start closing loans while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."