Internet leads go cold in minutes. Allison answers every inquiry, captures the intake your loan officer needs, and routes the file so the callback happens warm.
Mortgage shoppers call multiple lenders in one sitting. The application starts with whoever they reach first, and the next two never get the chance to compete on rate.
Loan officers are in closings, in pricing tools, and on calls with underwriting. The new inquiry rings while they are already on the phone with an existing file.
After-hours and weekend traffic is when serious shoppers run the numbers. Voicemail catches the lead and your LO calls back Monday to find they already locked elsewhere.
Every feature below is included on every plan. No add-ons, no feature gates.
Captures purchase vs. refi, property type, loan amount estimate, credit estimate, and timeline so your LO has the file ready before the callback.
Answers the Saturday shopper and the 9 PM rate-checker with enough intake that your LO opens the file Monday with everything in it.
Routes "where is my appraisal" and "is my loan clear to close" questions to the right processor or LO assistant without tying up the LO.
Books pre-qual calls and pricing consultations onto the LO calendar with the intake attached so the LO walks in prepped.
Tell Allison which loan products you offer, the states you are licensed in, and which LO covers what. Intake-ready in 15 minutes for purchase, refi, and status calls.
A lead is a phone call you cannot replay. Watchtower scores every call so you see the calls where intake was thin or routing was wrong, and you fix the gap.
New purchase pre-qual: "We just put in an offer and the agent said we need a pre-qual letter today"
Refi shopper: "Rates dropped, can you quote me a refi on my house in Hillsboro?"
Doc status: "I sent in my pay stubs last week, are we good for closing Friday?"
Investor file: "I am buying a duplex as a rental, do you do investment property loans?"
Self-employed: "I am 1099, what do you need from me to qualify?"
Your knowledge base is fully customizable from the dashboard.
Call Allison, describe your business, and she'll build your agent. Or sign up and configure it yourself.