What it handles for mortgage brokers
Books loan officer calls
Pre-approval and refinance inquiries go right onto a licensed loan officer’s calendar.
Gathers the basics
Purchase or refinance, timeline, and the best way to reach the caller.
Keeps rates and advice off the call
It never quotes rates or gives financial advice. It books time with someone who can.
Follows up with past leads
On Big Talk, outbound campaigns can call past inquiries to see if they’re ready.
Our pick for mortgage brokers
Big Talk, $399 a month
Adds outbound calls and up to 3 lines.
Mortgage leads are won on follow-up, and Big Talk adds outbound call campaigns. Includes 1,000 minutes of Talk Time a month.
Questions from mortgage brokers
Will it quote rates?
No. Rates and loan options come from a licensed loan officer. It books that call.
Will it take income or Social Security numbers?
No. It collects names, contact info, and the type of loan. Your application process handles the rest.
Can it route calls from real estate agents?
Yes. Tell it how to handle agent calls and it sends them to the right person.
Also built for
Stop paying for voicemail.
Setup takes about 10 minutes. Cancel anytime.