AI Automation for Mortgage Brokers
A mortgage broker AI system captures new leads instantly, follows up before they go cold, collects intake documents, and books discovery calls automatically. Packages start at $3,500 CAD. Admin and lead handling only — not financial or mortgage advice.
The problem
Mortgage leads are time-sensitive. A prospect who fills out an online form at 9pm and doesn't hear back until the next morning has often already called two other brokers. Following up fast, collecting intake docs, and booking calls without manual back-and-forth is the difference between closing the file and losing it.
What this looks like in practice
Say a mortgage broker gets 15–25 inbound leads a month from their website and referrals. Each lead requires a follow-up call within hours, a document collection request (employment letter, recent pay stubs, property details), and a booked discovery call. Handling this manually across a full book of business means slower response times and leads that go cold before the first real conversation.
An AI lead capture and follow-up system could respond to new leads within minutes, send a document collection form automatically, and offer calendar booking for the discovery call — all without the broker having to do anything until the call itself. The exact conversion lift depends on how many leads the broker currently loses to slow response. In a trade where a single file generates $3,000–$6,000+ in commission, the math on speed-to-lead is compelling.
How it works
- 1
Discovery call — we map your lead flow, intake documents, and booking process
- 2
Scoped proposal — fixed price covering lead response, document intake, and calendar booking
- 3
Build and test — tested with real lead scenarios before handoff
- 4
Handoff and optional Care Plan — you own the system; $99/mo for updates
What an AI worker does for a mortgage broker
A mortgage broker AI setup focuses on two high-value areas: speed-to-lead and intake efficiency. The system responds to new leads automatically, asks initial qualification questions, collects the documents you need for a file, and books the discovery call into your calendar — before a competitor responds.
- Lead capture and instant response to new inquiries
- Document intake form delivery and follow-up
- Calendar booking agent for discovery calls
- Nurture sequence for leads not yet ready to proceed
What it doesn't do — important
This system handles administrative and lead-management tasks only. It does not provide mortgage advice, rate quotes, pre-approval assessments, or any regulated activity. It does not represent itself as a licensed mortgage professional. All advice and product recommendations come from you, the licensed broker.
Built around your process
Every broker works differently — some run solo, some have an assistant, some use specific CRMs. We build around your actual workflow: your intake questions, your document checklist, your calendar availability. Nothing generic drops into your business uninvited.
What you get
- Instant lead response — new form submissions trigger a follow-up within minutes
- Document intake automation collecting employment, income, and property details
- Calendar booking so leads can schedule discovery calls without a back-and-forth
- Follow-up sequence for leads that don't respond to the first contact
- Lead qualification questions that flag pre-approval readiness before your call
- A system you own — no CRM subscription required unless you want one
Recommended package
AI Business System
Live in 2–3 weeks
Fixed price in CAD · USD / AUD / NZD quotes on request. Built remotely for small businesses across Canada, the US, Australia & New Zealand.
2–4 connected AI workers, one system.
Get this built for your businessCommon questions
No. It handles admin and lead management only — responding to inquiries, collecting documents, booking calls. It does not quote rates, assess qualification, or make any regulated recommendations. That stays with you.
Want this built for your business?
Tell us about your setup and we'll send a plan and a fixed quote within one business day.