Mortgage

Pre-approval letters issued before the offer expires.

Triage buyers, refinancers, and active borrowers — fast-track urgent pre-approvals and route directly to the right loan officer.

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Loan & pre-approval triage

AI triages between home buyers seeking pre-approval, homeowners refinancing, and existing borrowers checking loan status.

AI greeting

"Are you looking to buy a home, refinance your current mortgage, or check the status of an active loan application?"

1 Branch

Buy a home / pre-approval

Collect purchase timeline, credit tier, and budget

Fast-track to full application or pre-approval consult

2 Branch

Refinance / active loan

Check current rate goals or loan officer assignment

Route directly to the processing/LO team

End result

Captures high-intent home buyers and agents 24/7, getting them into the loan pipeline instantly before they shop rates with another lender.

Live transcript

A real example of how the AI greets, qualifies, and routes this lead.

LocalCustomers AI Assistant

Sample conversation

Welcome to Apex Home Loans! Are you looking to get pre-approved to buy a home, explore refinancing options, or check on an active loan?

My realtor found a house we love and needs a pre-approval letter by tomorrow morning so we can make an offer.

That’s exciting — we can fast-track that so you don’t miss out. What is the estimated purchase price of the home you’re bidding on?

Listed at $420,000, and we have a 10% down payment ready.

Solid down payment. What is the best mobile number and email to lock in your file? I’ll send a secure link to run your credit and upload income documents so a loan officer can generate the pre-approval letter.

Type your message…

From first click to clear-to-close — fully automated loan scheduling

Connecting your Loan Origination System and mortgage CRM turns the assistant into a 24/7 virtual loan-officer assistant, locking in priority consultations on your originators' calendars.

Total Expert Jungo (Salesforce) Encompass (ICE Mortgage Technology) Floify Calendly

Real-time Loan Officer availability

Routes leads by regional licensing or real-estate agent partnerships.

Pricing & structuring buffers

Reserves prep windows on the LO's calendar to look up current rate sheets before each call.

LOS/CRM pipeline ingestion

Creates a borrower file in Total Expert or Encompass with the chat transcript and down-payment details.

Zero-friction setup

Highly secure, mortgage-compliant API connection. Link CRM, map programs, launch.

Real-time Loan Officer calendar sync
Smart loan-file preparation buffers
No-code mortgage CRM & LOS setup

Optional upgrade

Collect an appraisal or credit-report fee via a secure mortgage gateway inside the chat once the application is submitted, or allow free pre-approval strategy sessions.

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No hidden fees, no complex setups — just automated growth at a flat $299/year.

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Unlimited leads · Zero token fees · No contracts