AI calling for mortgage brokers and lenders
CallBooker calls mortgage leads within seconds, collects the basics and books a call with a loan officer, before the borrower talks to another lender.
10 free minutes · no credit card
The problem
Speed decides who wins the lead.
Borrowers who request a rate quote usually hear from several lenders. Loan officers are busy with applications, and the lender who calls first gets the conversation.
How CallBooker helps
- Calls every new inquiry within seconds, including comparison-site and ad leads.
- Collects the basics (purchase or refinance, timeline, price range, pre-approval) without quoting rates.
- Books a call with a loan officer, or reports the answers to your follow-up list in Qualify & report mode (Growth).
Your agent books a call with a loan officer straight onto your calendar.
What you'll use
Built for mortgage brokers
Speed-to-lead APIStarter+
Send leads from your forms, CRM or Zapier and the AI calls them within seconds. Webhooks report every result.
Qualify & reportGrowth+
Prefer to call back yourself? The agent asks your questions and reports the answers.
Books live on the call
Checks your real availability and books into Google Calendar or Calendly while the lead is on the phone.
Follow-up list
Leads who were interested but didn’t book land in one list, with the call summary.
A typical call · Mortgage brokers
How the AI handles a new lead
- 1
A rate request arrives
From your website, a comparison site or an ad, usually sent to several lenders at once.
- 2
The AI calls first
Within seconds, while the borrower is still comparing options.
- 3
Collects the basics
Purchase or refinance, timeline, price range and pre-approval status. It never quotes rates.
- 4
Books the loan officer
A call with the right loan officer lands on your calendar, with the answers attached.
What the agent asks
Typical qualifying questions. You choose your own in the agent's brief.
- Are you buying or refinancing?
- When are you hoping to close or move?
- What price range are you looking at?
- Have you been pre-approved yet?
Objections it handles
- "Just tell me your rate."
- The agent explains that rates depend on their situation and that a loan officer will go through them on a short call, then offers two times.
- "I'm already talking to my bank."
- It suggests a quick second opinion to compare, and books it or notes their timing in your follow-up list.
Calculator
What slow follow-up is costing you.
Move the sliders to match your business. Every assumption is written below.
Revenue you're leaving on the table
$6,000/mo
Meetings today
9
With CallBooker
24
Fits the Growth plan (550 minutes).
Swipe to compare →
| Compare | CallBooker | Human setter | Slow follow-up |
|---|---|---|---|
| Calls a new lead | Within seconds | When they get to it | Hours or days later |
| Works nights & weekends | |||
| Calls at the same time | Many | One | — |
| Languages | 33 | 1–2 | — |
| Ready to start | About 15 minutes | Weeks to hire & train | — |
| Monthly cost | $105 | ~$4,500 | $0 |
| Cost per booked meeting | $4 | $188 | Lost deals |
Assumptions: about 1.5 AI minutes per lead on average (short voicemails and no-answers included); Twilio calls at ~$0.014/min (US, paid to Twilio); one full-time human setter at ~$4,500/month with salary and overhead, booking the same number of meetings. Your booking rates are your own estimates; results vary by offer and lead quality.
Mortgage brokers: questions
Go further
Scripts, guides and integrations
Who it's for
Other ways teams use CallBooker
Your next lead is coming in. Call it in seconds.
Set up your AI agent in about 15 minutes and try it free on real leads.
10 free minutes · no credit card