Attention: Mortgage Brokers & Loan Officers
Build Mortgage AI Lead To Loan System That Guarantees 6 Closed & Funded Loans In 90 Days
A complete done-for-you AI marketing system to automate high intent lead generation, lead qualification, following up on leads and appointment booking.
Only high-intent borrowers are live transferred or booked directly into your calendar. 📆
More Closed Loans, Less Effort
Workflow Automation
Lead Conversions
AI Agents
Qualified Appointments
Always Compliant
Our Partners Work With The Best
Why choose us?
Guaranteed at least 6 closed loans, or Money Back.
Advanced AI Agents
Our AI Agents uses NLP and machine learning to qualify leads with 90% accuracy and book appointments on auto pilot, integrating with Facebook Ads for precision targeting.
Advanced AI Agents
Our AI Agents uses NLP and machine learning to qualify leads with 90% accuracy and book appointments on auto pilot, integrating with Facebook Ads for precision targeting.
Lead Qualifications
Our AI Agent verifies basic financial details like credit score, household income, timeline and intent, ensuring that only high intent borrowers advance in the pipeline.
Proven Success
Clients see 50% more closed loans and 40% less follow-up time. Over 100 mortgage pros trust us to scale their businesses with real results.
Tailored for You
Every mortgage business is different. Whether you specialize in FHA, VA, or conventional, we customize our AI Lead to Loan System to fit your needs.
Tailored for You
Every mortgage business is different. Whether you specialize in FHA loans, VA loans, or conventional, we customize our AI Lead to Loan System to fit your needs.
Industry Expertise
We understand brokers challenges—like chasing bad leads and missed follow ups. Our AI system is built from industry insights to boost your conversions.
Speed to Lead
Our AI voice agents engage leads instantly, cutting conversion time by 30% with real-time lead qualification and booking.
Advanced AI Agents
Our AI Agents uses NLP and machine learning to qualify leads with 90% accuracy and book appointments on auto pilot, integrating with Facebook Ads for precision targeting.
Advanced AI Agents
Our AI Agents uses NLP and machine learning to qualify leads with 90% accuracy and book appointments on auto pilot, integrating with Facebook Ads for precision targeting.
Lead Qualifications
Our AI Agent verifies basic financial details like credit score, household income, timeline and intent, ensuring that only high intent borrowers advance in the pipeline.
Proven Success
Clients see 50% more closed loans and 40% less follow-up time. Over 100 mortgage pros trust us to scale their businesses with real results.
Tailored for You
Every mortgage business is different. Whether you specialize in FHA loans, VA loans, or conventional, we customize our AI Lead to Loan System to fit your needs.
Industry Expertise
We understand brokers challenges—like chasing bad leads and missed follow ups. Our AI system is built from industry insights to boost your conversions.
Speed to Lead
Our AI voice agents engage leads instantly, cutting conversion time by 30% with real-time lead qualification and booking.
Step-By-Step
How it works?
01
STEP 1
Discovery Session
Your journey starts with a 30-minute, no-pressure call with one of our mortgage marketing experts. We’ll dive into your business goals—whether it’s doubling closed loans, targeting a new demographic, or freeing up your schedule. You’ll share details like your current lead sources (e.g., referrals, Zillow), average deal size, and pain points. By the end, we’ll outline how our AI can bridge the gap between where you are and where you want to be.
Discovery Session
Your journey starts with a 30-minute, no-pressure call with one of our mortgage marketing experts. We’ll dive into your business goals—whether it’s doubling closed loans, targeting a new demographic, or freeing up your schedule. You’ll share details like your current lead sources (e.g., referrals, Zillow), average deal size, and pain points. By the end, we’ll outline how our AI can bridge the gap between where you are and where you want to be.
Discovery Session
Your journey starts with a 30-minute, no-pressure call with one of our mortgage marketing experts. We’ll dive into your business goals—whether it’s doubling closed loans, targeting a new demographic, or freeing up your schedule. You’ll share details like your current lead sources (e.g., referrals, Zillow), average deal size, and pain points. By the end, we’ll outline how our AI can bridge the gap between where you are and where you want to be.
STEP 2
Strategy Development
Using insights from your discovery call, our team crafts a tailored plan to maximize your lead flow and conversions. We design precision-targeted Facebook ad campaigns based on your audience (e.g., homeowners aged 30-50 with $75K+ income), configure AI voice agents with custom scripts, and set qualification filters (e.g., credit score 650+). This step ensures every lead aligns with your business priorities.
Strategy Development
Using insights from your discovery call, our team crafts a tailored plan to maximize your lead flow and conversions. We design precision-targeted Facebook ad campaigns based on your audience (e.g., homeowners aged 30-50 with $75K+ income), configure AI voice agents with custom scripts, and set qualification filters (e.g., credit score 650+). This step ensures every lead aligns with your business priorities.
Strategy Development
Using insights from your discovery call, our team crafts a tailored plan to maximize your lead flow and conversions. We design precision-targeted Facebook ad campaigns based on your audience (e.g., homeowners aged 30-50 with $75K+ income), configure AI voice agents with custom scripts, and set qualification filters (e.g., credit score 650+). This step ensures every lead aligns with your business priorities.
02
03
STEP 3
Implementation
Once your strategy is ready, we hit the ground running. Our team launches your Facebook ad campaigns to generate leads, activates the AI voice agents to qualify prospects and book appointments, and provide you with your own custom CRM App. You’ll get a live dashboard to manage conversations & track metrics like lead volume, qualification rates, and booked appointments—all in real time.
Launch
Once your strategy is ready, we hit the ground running. Our team launches your Facebook ad campaigns to generate leads, activates the AI voice agents to qualify prospects and book appointments, and provide you with your own custom CRM App. You’ll get a live dashboard to manage conversations & track metrics like lead volume, qualification rates, and booked appointments—all in real time.
Implementation
Once your strategy is ready, we hit the ground running. Our team launches your Facebook ad campaigns to generate leads, activates the AI voice agents to qualify prospects and book appointments, and provide you with your own custom CRM App. You’ll get a live dashboard to manage conversations & track metrics like lead volume, qualification rates, and booked appointments—all in real time.
STEP 4
Optimization
We don’t just set it and forget it. Our team monitors performance daily, tweaking ad targeting (e.g., narrowing to zip codes with high home sales), refining AI scripts (e.g., adding follow-up questions for hesitant leads), and analyzing conversion data to boost ROI. Monthly reports break down your cost-per-lead, appointment-to-close ratio, and growth trends, so you always know what’s working and why.
Optimization
We don’t just set it and forget it. Our team monitors performance daily, tweaking ad targeting (e.g., narrowing to zip codes with high home sales), refining AI scripts (e.g., adding follow-up questions for hesitant leads), and analyzing conversion data to boost ROI. Monthly reports break down your cost-per-lead, appointment-to-close ratio, and growth trends, so you always know what’s working and why.
Optimization
We don’t just set it and forget it. Our team monitors performance daily, tweaking ad targeting (e.g., narrowing to zip codes with high home sales), refining AI scripts (e.g., adding follow-up questions for hesitant leads), and analyzing conversion data to boost ROI. Monthly reports break down your cost-per-lead, appointment-to-close ratio, and growth trends, so you always know what’s working and why.
04
Comparison
Your best choice
Here's why we are the best option in the market
Features
AI Appointments
Competitors
Others
AI Voice Agents
New
AI Sales Funnels
Real-Time Prospect Engagement Insights
New
Dedicated Client Success Manager
AI CRM & Pipeline Management
Qualified Lead Generation
Automated Follow-Up Sequences
Features
AI Appointments
Competitors
Others
AI Voice Agents
New
AI Sales Funnels
Real-Time Prospect Engagement Insights
New
Dedicated Client Success Manager
AI CRM & Pipeline Management
Qualified Lead Generation
Automated Follow-Up Sequences
AI Appointments
AI-Powered Lead Pipeline
We’ll build & optimize a 4-stage AI dealflow pipeline to deliver qualified mortgage leads.
We’ll build & optimize a 4-stage AI dealflow dealflow pipeline to deliver qualified mortgage leads.
Target High-Intent Leads
Capture Qualified Prospects
Qualify with AI Agents
Qualify with
AI Agents
Close Loans
6 Closed Loans Guaranteed
or money back
6 Closed Loans Guaranteed
or money back
6 Closed Loans Guaranteed
or money back
Case Studies | Blogs
Case Studies | Blogs
How we transform
How we transform
We back our words with actions, here are some of our results
We back our words with actions, here are some of our results
Mortgage AI
5 mins
How Summit Mortgage Transformed Their Pipeline with AI
Learn How Mortgage AI Helped Summit Mortgage Automate Qualified Lead Generaton & Appointment Booking
Mortgage AI
5 mins
How Summit Mortgage Transformed Their Pipeline with AI
Learn How Mortgage AI Helped Summit Mortgage Automate Qualified Lead Generaton & Appointment Booking
Mortgage AI
12 mins
From Trash Lead Overload to Qualified Appointments
Horizon Lending's AI Journey: Automating Lead Generation, Qualification & Filling Calendars
Mortgage AI
12 mins
From Trash Lead Overload to Qualified Appointments
Horizon Lending's AI Journey: Automating Lead Generation, Qualification & Filling Calendars
Pricing
Flexible Prices
Choose the package which suites your need
GROWTH
2 Spots Left
$497/m
What’s Included:
Up to 100 Qualified Leads
Ad Campaign Buildouts
CRM & Pipeline Management
MOST POPULAR
PRO
1 Spots Left
$997/m
What’s Included:
Up to 500 Qualified Leads
AI SMS & Voice Agents
Video Ad Campaign Buildouts
AI CRM & Pipeline Management
Database Revival Campaign
Custom-Coded Website
6 Closed Loans Guarantee
Testimonials
Don't take our word
Here's what our clients have to say
Kevin Jackson
Loan Officer
We have added some guys to the team. We just got another great one should be approved for $800k soon! We got some others we are working too but sheesh! Honestly didn't think it'd work this well lol!
Richard Miller
Mortgage Broker
This AI system helped us dial in our calls to our pre-approved and referring buyers. We picked up 6 new applications in the first 4 days of launching the system.
Eric Garcia
Mortgage Broker
The mobile app provided has revolutionized the way I manage my marketing efforts, saving me precious hours that were once spent on manual tasks like follow ups. The system not only streamlines the processes, but also operates autonomously, taking care of marketing task with incredible efficiency.
Kevin Jackson
Loan Officer
We have added some guys to the team. We just got another great one should be approved for $800k soon! We got some others we are working too but sheesh! Honestly didn't think it'd work this well lol!
Richard Miller
Mortgage Broker
This AI system helped us dial in our calls to our pre-approved and referring buyers. We picked up 6 new applications in the first 4 days of launching the system.
Eric Garcia
Mortgage Broker
The mobile app provided has revolutionized the way I manage my marketing efforts, saving me precious hours that were once spent on manual tasks like follow ups. The system not only streamlines the processes, but also operates autonomously, taking care of marketing task with incredible efficiency.
Kevin Jackson
Loan Officer
We have added some guys to the team. We just got another great one should be approved for $800k soon! We got some others we are working too but sheesh! Honestly didn't think it'd work this well lol!
Richard Miller
Mortgage Broker
This AI system helped us dial in our calls to our pre-approved and referring buyers. We picked up 6 new applications in the first 4 days of launching the system.
Eric Garcia
Mortgage Broker
The mobile app provided has revolutionized the way I manage my marketing efforts, saving me precious hours that were once spent on manual tasks like follow ups. The system not only streamlines the processes, but also operates autonomously, taking care of marketing task with incredible efficiency.
Kevin Jackson
Loan Officer
We have added some guys to the team. We just got another great one should be approved for $800k soon! We got some others we are working too but sheesh! Honestly didn't think it'd work this well lol!
Richard Miller
Mortgage Broker
This AI system helped us dial in our calls to our pre-approved and referring buyers. We picked up 6 new applications in the first 4 days of launching the system.
Eric Garcia
Mortgage Broker
The mobile app provided has revolutionized the way I manage my marketing efforts, saving me precious hours that were once spent on manual tasks like follow ups. The system not only streamlines the processes, but also operates autonomously, taking care of marketing task with incredible efficiency.
This AI system helped us dial in our calls to our pre-approved and referring buyers. We picked up 6 new applications in the first 4 days of launching the system.
Richard Miller
Mortgage Broker
We have added some guys to the team. We just got another great one should be approved for $800k soon! We got some others we are working too but sheesh! Honestly didn't think it'd work this well lol!
Kevin Jackson
Loan Officer
The mobile app provided has revolutionized the way I manage my marketing efforts, saving me precious hours that were once spent on manual tasks like follow ups. The system not only streamlines the processes, but also operates autonomously, taking care of marketing task with incredible efficiency.
Eric Garcia
Mortgage Broker
Karen Davis
Mortgage Broker
Even with rates rising on our first day of calling with our new AI voice agents, we took 6 new mortgage applications and received 2 more referrals!
Patricia Evans
Loan Officer
This AI System is the future! This new CRM has helped me save time in my day. I was hesitant as I am not tech savvy but with the AI agents I have been able to get AI to bring me new business everyday. This is a game changer!!
Sarah Johnson
Loan Officer
AI Appointments has been so helpful for my business. Their AI tech has helped us streamline our outreach, convert more leads and ultimately close more loans. Highly recommend!
Karen Davis
Mortgage Broker
Even with rates rising on our first day of calling with our new AI voice agents, we took 6 new mortgage applications and received 2 more referrals!
Patricia Evans
Loan Officer
This AI System is the future! This new CRM has helped me save time in my day. I was hesitant as I am not tech savvy but with the AI agents I have been able to get AI to bring me new business everyday. This is a game changer!!
Sarah Johnson
Loan Officer
AI Appointments has been so helpful for my business. Their AI tech has helped us streamline our outreach, convert more leads and ultimately close more loans. Highly recommend!
Karen Davis
Mortgage Broker
Even with rates rising on our first day of calling with our new AI voice agents, we took 6 new mortgage applications and received 2 more referrals!
Patricia Evans
Loan Officer
This AI System is the future! This new CRM has helped me save time in my day. I was hesitant as I am not tech savvy but with the AI agents I have been able to get AI to bring me new business everyday. This is a game changer!!
Sarah Johnson
Loan Officer
AI Appointments has been so helpful for my business. Their AI tech has helped us streamline our outreach, convert more leads and ultimately close more loans. Highly recommend!
Karen Davis
Mortgage Broker
Even with rates rising on our first day of calling with our new AI voice agents, we took 6 new mortgage applications and received 2 more referrals!
Patricia Evans
Loan Officer
This AI System is the future! This new CRM has helped me save time in my day. I was hesitant as I am not tech savvy but with the AI agents I have been able to get AI to bring me new business everyday. This is a game changer!!
Sarah Johnson
Loan Officer
AI Appointments has been so helpful for my business. Their AI tech has helped us streamline our outreach, convert more leads and ultimately close more loans. Highly recommend!
Even with rates rising on our first day of calling with our new AI voice agents, we took 6 new mortgage applications and received 2 more referrals!
Karen Davis
Mortgage Broker
This AI System is the future! This new CRM has helped me save time in my day. I was hesitant as I am not tech savvy but with the AI agents I have been able to get AI to bring me new business everyday. This is a game changer!!
Patricia Evans
Loan Officer
AI Appointments has been so helpful for my business. Their AI tech has helped us streamline our outreach, convert more leads and ultimately close more loans. Highly recommend!
Sarah Johnson
Loan Officer
Support
Support
Support
FAQs
FAQs
FAQs
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please send us an email.
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please send us an email.
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please send us an email.
How fast can I see more booked appointments?
How fast can I see more booked appointments?
How fast can I see more booked appointments?
How fast can I see more booked appointments?
How can Al improve loan prequalification and lead conversion?
How can Al improve loan prequalification and lead conversion?
How can Al improve loan prequalification and lead conversion?
What if I don’t get qualified leads?
What if I don’t get qualified leads?
What if I don’t get qualified leads?
Does this integrate with my loan origination system (LOS)?
Does this integrate with my loan origination system (LOS)?
Does this integrate with my loan origination system (LOS)?
How do you protect my company data?
How do you protect my company data?
How do you protect my company data?
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