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
Coming soon to Big Talk: outbound campaigns that call past inquiries to see if they’re ready.
Our pick for mortgage brokers
Big Talk, $399 a month
More Talk Time and priority support. Outbound calls coming soon.
Mortgage leads are won on follow-up. Big Talk has the most Talk Time, and its outbound call campaigns are coming soon. 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?
Not unless you add those questions to your call intake. Otherwise it collects names, contact info, and the type of loan, and 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.
Want the long version? Read why an AI receptionist pays off for mortgage brokers: the calls you get, the math, and how to set it up.
Ways it answers for mortgage brokers
Free tools for mortgage brokers
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