Calls every new inquiry
Outbound
As soon as a lead arrives with consent from your site or a referral partner, your AI Agent dials and confirms what they're after: a purchase, a refinance, or a home equity question.
Mortgage brokersGoal: Loan officer call set
The AI Agent that reaches the borrower before the next lender's dialer does.
A borrower who fills in a mortgage form is usually comparing several lenders that same hour. Avoonta calls them within seconds, gathers the basics, and puts them on the phone or in the calendar with your licensed loan officer, who handles every rate and product conversation.
Mortgage Brokers · 108 of 200 industries
- Calls mortgage leads in seconds
- Purchase or refi, timeline, property
- Transfers to a licensed loan officer
The problem
Why mortgage brokers leads go cold.
In mortgage, the first real conversation usually wins the file.
Mortgage leads are shared and they are fast. A borrower submits once and hears from several lenders within minutes. If your loan officers are in a closing or on another application, that borrower has already started a conversation elsewhere.
Loan officers also burn hours on intake: is this a purchase or a refinance, is there a contract, what's the property type. That's work that doesn't need a license, and it eats the time that does.
What Avoonta does for mortgage brokers
Four jobs, done on every call.
Gathers intake, not advice
Outbound + inbound
It asks loan purpose, property type, whether they have an accepted offer, target closing date and best time to talk. It never quotes rates, fees or programs.
Hands off to a licensed LO
Live transfer
A buyer with a signed contract and a closing date? The call is transferred live to a licensed loan officer, who sees the intake answers before picking up.
Books the LO consult
Outbound + inbound
When no one is free, it books a time on your loan officer's Google, Outlook, HighLevel or Cal.com calendar and sends a follow-up text with the time.
What's in the snapshot
Mortgage Brokers: 5 AI agents, ready in one click.
One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.
- 30minLoan officer consult, booked live
- 3ready texts
- 7FAQ answers for the receptionist
- 1click installs all five
-
New leads
Borrower intake caller
Calls new borrower inquiries within seconds, gathers intake and connects a licensed loan officer.
Hi first name, this is an AI assistant calling for business about your mortgage request.
Asks first Is this a purchase, a refinance, or a home equity question?
- Live transfer to LO
- Consult booked
- Call back later
Hands off to: a person (Licensed loan officer for that state)
-
Follow-up
Application nudge
Re-tries borrowers who missed the call or stopped before booking with a loan officer.
Hi first name, this is an AI assistant calling for business.
Asks first Are you still shopping for a loan?
Calls day 0, 1, 3, 7, 14 · text after each missed call
- Consult booked
- Went with another lender
- Do not call
Hands off to: a person (Loan officer on duty)
-
Receptionist
Lending front desk
Answers borrower and realtor calls 24/7, books consults and routes in-process files to their loan officer.
Thanks for calling business, I'm the AI assistant and this call is recorded.
Asks first New loan or an existing file?
- Consult booked
- Message for loan officer
- Transferred
Hands off to: a person (Assigned loan officer)
-
Reminders
Consult confirmer
Confirms tomorrow's loan officer call and reschedules if the borrower can't make it.
Hi first name, this is an AI assistant calling for business to confirm your call with a loan officer tomorrow at time.
Asks first Is this still the best number for the call?
Calls the day before · text if no answer
- Confirmed
- Rescheduled
- Cancelled
Hands off to: a person (Loan officer)
-
Win-back
Stalled borrower check-in
Reaches past inquiries who paused their search, in case they're ready to talk with a loan officer again.
Hi first name, this is an AI assistant calling for business.
Asks first Are you house hunting again?
- Consult booked
- Not yet
- Stop calling
Hands off to: a person (Licensed loan officer)
Sample call
A purchase lead, under a minute after the form.
A first-time buyer requested a call about financing after an offer was accepted. Here's the opening.
Example call
AIHi Elena, this is Max, an AI assistant calling for Northgate Home Lending about your mortgage request. This call is recorded. Is now a good time?
ELENAYes. Our offer on a condo was just accepted. What rate can you get me?
AIRates have to come from a licensed loan officer, so I won't quote one. Can I ask your target closing date and whether it's your primary home?
ELENAPrimary home, closing in about five weeks.
AIThanks. Our loan officer Chris is free now. May I transfer you?
ELENAYes, please.
Fits your tools · and the math
Works with your CRM, calendar and Zapier.
Avoonta sits beside your loan origination and CRM tools. Leads come in by webhook, Zapier, Make or the API, and intake answers, bookings and transfers go back out the same way.
Use mortgage software like Jungo, Total Expert or Shape? Connect it via Zapier or webhooks.
- Google Calendar
- Outlook
- HighLevel
- Cal.com
- Webhooks
- Zapier
- Make
- API
What lands in your CRM after each call
- Loan purpose
- Property type
- Accepted offer
- Target closing date
- Transfer or booked time
- Recording and transcript
Example
What one more funded loan a month could mean.
- New leads a month
- 100
- Talk time per call, roughly
- 4 min
- Minutes used
- about 400 of 750
- Plan
- Agency, $199/mo
If reaching borrowers first adds a single funded loan in a month, that one file would likely pay for the plan for a long time.
Example only. Your lead volume, call length and compensation will differ; work it out with your own numbers.
Limits and compliance
Intake only. Licensed people give the advice.
Your agent never quotes rates, fees, payments or loan programs, and never tells anyone they qualify. Those conversations belong to a licensed loan officer, reached by live transfer or a booked call. It dials only leads with a consent record from your form, checks your do-not-call list before every call, keeps to 8am to 8pm in the borrower's time zone, and says up front that it's an AI assistant.
- No rates, terms or approval promises
- Consent record stored with each lead
- Do-not-call list checked every dial
Mortgage Brokers FAQ
Straight answers.
Will it ever quote a rate?
No. If a borrower asks, it explains that a licensed loan officer has to answer and offers a transfer or a booked call.
Does it collect sensitive details like Social Security numbers?
It shouldn't, and you control that. Set Your agent to ask only intake questions; your loan officer collects application details through your normal secure process.
Can it call purchased or aged leads?
Only people who gave consent to be called, with a record you keep. It won't dial a list without consent, and it checks your do-not-call list every time.
Can it route by state or loan type?
Yes. Write rules from the intake answers, and the call transfers or books with the loan officer licensed for that state or product.
Related industries
Similar agents, other trades.
Your next mortgage brokers lead gets a call in seconds.
Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.