CASE STUDY · MORTGAGE
How a mortgage brokerage booked 38% more qualified calls with an AI intake agent
+38%
qualified calls booked
3 min
avg response, down from hours
2 days
from first call to live
The challenge
Inbound leads came in around the clock, but loan officers could only respond during business hours. By the time they called back, many prospects had already moved on. Good leads were lost to slow response, not lack of interest.
The solution
We built an intake agent on their phone and web forms. It greets every lead instantly, asks the qualifying questions a loan officer would, and books the qualified ones straight into the right officer’s calendar with clean notes attached.
Agents deployed
The result
Within a month, qualified calls booked rose 38%. Loan officers stopped chasing cold leads and started their day with a calendar of ready prospects. The agent runs quietly and is managed for them.
"Our officers used to lose leads to whoever called back first. Now we are the ones who answer in minutes, at any hour."