Automation for mortgage lenders & loan officers
Never miss a borrower.
Never miss a borrower: missed calls get an instant text back, a short online intake builds a summary before you call, leads are sorted so the ready ones come first, and past inquiries who opted in can get a heads-up when you have news to share.
Automation for mortgage lenders & loan officers
What a bot can take off your plate
- Intake summary before you callA short online intake collects the basics the borrower chooses to share and gives you a clean summary before you call, so the first conversation starts where it should. You make every lending decision; the tool only organizes what was shared.
- Lead sortingNew inquiries are sorted by how ready they say they are, so the ready ones reach you first and the early-stage ones get a friendly follow-up.
- Opt-in heads-ups to past inquiriesPast inquiries who opted in to texts can get a short heads-up from you when the market moves, using wording you approve. Every text includes STOP to opt out.
- Appointment remindersBorrowers who book a call get a reminder, and no-shows get a polite reschedule link. We'll map this out on your call.
Plus the everyday essentials
- Missed-call text-back on your current numberMissed callers get an instant text from your business number with your booking link.
- Automatic review requestsAfter a good experience, clients get a well-timed review ask.
You approve every message before it goes live. Automatic texts only use templates you signed off on, and one-off replies wait for your OK.
Ideas beyond Liftoff are built to fit your business and quoted after a free 30-minute call.
Try it · Interactive demo
See it work for a business like yours
What this saves you: Missed callers get a fast reply and a booking link, so fewer borrowers move on to the next lender.
Sample demo for an example company. In this demo, booking links open our free 30-minute call.
Liftoff: the easy way to start
Missed-call text-back plus review requests. Every missed caller gets an instant text with your booking link, and every customer gets a well-timed review ask after a good experience. You get an instant lead alert for every missed caller, plus a simple monthly summary of your missed calls, texts sent, replies and reviews. Set up in 7 days or less once we have your info. Texting turns on once the phone carriers approve your number. Then $97/month to keep it running. Cancel anytime with 30 days’ notice.
or choose the yearly plan, $970/yr
Includes setup and your first 3 months. Texting included.
30-day money-back guarantee. If we can’t get it texting back your missed calls, you get a full refund. See terms
Need more than Liftoff? Book a free strategy call
Need more than Liftoff?
Grow into the full system
Rather just talk? 📞 Call Tim: (480) 997-8244
Missed-revenue calculator
What are missed calls costing your lending business?
Plug in your own numbers. It's a rough estimate, not a promise.
From the customer’s side
“I’m a real estate investor and I call a lot of businesses. If I call and nobody answers, I’m onto the next call. But if I know the company will call me back, or their website makes the service and price look outstanding, I’ll wait for their call.”
Picking up is always best. When you can’t, an instant text-back is the backup that keeps that caller from moving on.
Flight Plan option
Want your own AI team?
Beyond the automations above, we can set up a full team of AI bots for your business: a coordinator bot plus specialists for ads, social, reviews, inbox, books and booking. It runs in an account in your name, which you own, and we set it up and keep it tuned on a care plan.
Sound familiar?
Common problems for mortgage lenders and loan officers
- Borrower calls that go to voicemail while you’re on another call
- Inquiries that go cold before you can call back
- First calls spent collecting basics instead of helping
- Ready borrowers buried among early-stage inquiries
- Past inquiries you never follow up with
Nationwide
Mortgage lenders and loan officers near you
We set up automations for mortgage lenders and loan officers anywhere in the U.S. Setup is done remotely, so your location doesn’t matter. We’re based in the Phoenix area.
See all locations.
Watch it happen
We build your site, then switch on the automations
First the website goes up, on desktop and phone. Then the bots connect: new leads get an instant text, bookings land on your calendar, review requests go out and you get notified.
Website builds include your first year of hosting, your domain and business email (forwarding or a basic mailbox). After year one, they roll into your monthly care plan. Your domain is registered in your name, so you own it. Google Workspace mailboxes are available as an add-on.
Already have a site? Keep it. We add a chat assistant, a sticky Book now button, missed-call text-back, lead routing to your phone and review requests on top of what you have.
Sample companies for illustration only.
Website that works for you
No website? We build one.
If you don't have a site, or yours doesn't bring in calls, we build a fast, mobile-friendly one with booking, quote requests and the bots above built in. It runs on the same low-cost setup we use ourselves, and it's in your name: your domain, your accounts. You own it. We hand you the keys.
Your first year of hosting, your domain and business email (forwarding or a basic mailbox) are included with the build. After year one, they roll into your monthly care plan, which also covers changes and upkeep. Google Workspace mailboxes are available as an add-on. Quoted after a short call.
Website security check. Running on an older WordPress or PHP site? We can check it for outdated software and rebuild it as a fast, secure site with the Starter built in, which matters when your clients trust you with private information.
Your first step
Free 30-minute call
- The bots that would save you the most time
- A rough plan for what to build first
- A quote after the call