◦ MORTGAGE BROKERS SOLUTION 5

Respond to Inquiries Instantly


Time-Sensitive Leads

55% of potential borrowers will move on to another lender if their inquiry isn’t answered within 24 hours. (HousingWire)

Conversion Boost

Responding within 5 minutes increases the chances of converting a lead by 100 times. (Baker Tilly)

Client Expectations

70% of mortgage professionals believe real-time notifications and automated responses are critical for client satisfaction. (OCC Mortgage Metrics Report)

Real-Time Inquiry Notifications

  • Sends instant notifications for new inquiries.
  • Enables brokers to respond immediately to potential clients.
  • Reduces the chances of losing leads to competitors.

Automated Initial Responses

  • Sends automated replies to acknowledge inquiries instantly.
  • Assures clients that their request is being processed.
  • Enhances client satisfaction by reducing response time.

Response Templates for Fast Communication

  • Provides pre-built customizable templates for mortgage inquiries.
  • Ensures quick responses without writing messages from scratch.
  • Standardizes communication for faster response times.

Multi-Channel Communication

  • Integrates email, phone, and text communication in one place.
  • Allows brokers to respond using the client’s preferred channel.
  • Simplifies communication management across multiple channels.

Task Reminders for Follow-Ups

  • Automates reminders to follow up with clients.
  • Prevents missed opportunities due to delayed responses.
  • Keeps brokers on top of every inquiry.