Per missed lead
$4,500
Average value of a single missed mortgage lead.
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▢AI Front Office · for mortgage brokersLive for mortgage brokers
Your brokerage’s AI receptionist that answers every call you can’t.
We build it, train it on 600+ hours of real broker pre-approval calls, and run it for you — books pre-approval calls, handles after-hours questions, escalates to your team when it matters. 24/7.
Meta Business Partner
Speaks 30+ languages — English, Spanish, Mandarin, Hindi…
Built around your call types
- Pre-approval intake (DTI, income, docs)
- Rate-range explainer (compliant)
- Realtor referral pass-through
Switches mid-call between English, Spanish, Mandarin, Hindi & 30+ more. Your caller never has to ask.
03Live demoOnline
Hear it pick up
a call for your brokerage.
Press the green Try-demo button. This is the same AI receptionist we’d build for your brokerage— picking up after one ring in your brand voice, qualifying the caller, booking pre-approval calls, and warm-transferring anything that needs you. What you hear is what yours would sound like.
Scenario
A homebuyer with a pre-approval question, 9:42 PM Sunday.
Yours could sound like:“Hi. I can take a couple quick questions to estimate your range, walk you through what pre-approval needs, or book a 15-min call with the LO. Which would help most?”
9:41●●●
Incoming call
AI receptionist
[mc]
Major Clicks AI
mortgage brokers · trained on your script
Press answer to start the call.
Mic required · headphones recommended
01Your front office is costing you.
mortgage brokers miss roughly 8 bookings a month.
That's $36,000 a month on the floor.
Based on $4,500 per missed mortgage lead and ~8 after-hours/weekend leads that go to voicemail. Multiply across the year and the math gets uncomfortable fast.
Per month
$36,000
~8 leads × $4,500 = money signing with whoever picked up first.
Per year
$432,000
An AI receptionist for less than 1/40th of that.
02One intelligent system
Voice-first. Calendar-aware.
Trained on your script.
Answers in under one ring
No menu trees. No 'press 1 for…' Your lead hears a real voice, in your brand tone, ready to book.
Books inside your calendar
Connected to your booking system — Encompass, Calyx Point, Velocify. The AI checks real availability and confirms.
Handles after-hours emergencies
Routes urgent calls per your rules — dispatched to your cell, escalated to an on-call team, or scheduled for first thing tomorrow.
Hands off cleanly to your team
Anything outside its scope gets handed to a human with the full transcript and context. Your team never starts from zero.
03AI-first. Human when it matters.
25% of calls still want a person.
Bar-sensitive PI intake. A worried fertility patient. A spouse making the call from a hotel. Some calls aren't for the AI — and the AI knows it. We tune the escalation rules around what mortgage brokers actually need a human for.
75%
AI-handled
Booking, rescheduling, FAQs, intake, follow-up.
25%
Escalated
Mortgage compliance is intense. Can't have AI quoting rates. — routed to your team.
< 1s
Average pick-up
Faster than your fastest receptionist on her best day.
24/7
Coverage
Saturday 9pm, Sunday 11am, Tuesday lunch — every call answered.
04Connected to your stack
Plugs into the systems mortgage brokers already run on.
EEncompassCCalyx PointVVelocifyBBNTouchTTwilio
05Onboarding
Live in mortgage brokers mode within 7 days.
01
Day 1 · Discovery
30-min call to capture your intake script, brand voice, and escalation rules.
02
Day 2-3 · Build
Custom voice agent trained on your call types and pricing logic.
03
Day 4-5 · Test
We call it ourselves — 50+ live test calls per niche pattern before it goes near a real lead.
04
Day 6-7 · Go live
Forwarded number routed in. We babysit the first 72 hours of real calls and iterate hourly.
06FAQ
What mortgage brokers ask before they say yes.
- Does the AI quote rates?
- Ranges based on inputs, never a locked rate. Final quote goes through your LO + LOS. Fully compliant.
- Realtor co-marketing?
- Optional — we can build co-branded funnels with referral partners (RESPA-compliant) if you want.
- How fast does the AI respond?
- Under 60 seconds, 24/7. Faster than Rocket Mortgage's chatbot, with a human handoff.
- Does it integrate with Encompass / LOS?
- Yes — lead data flows into Encompass, Calyx, Velocify, or your LOS via API or Zapier.