Automate Client Calls with AI Voice Agents for Mortgage Brokers

Adaptify’s AI-powered voice agents manage client calls for mortgage brokers—handling loan inquiries, document requests, and appointment scheduling seamlessly.

24/7 Appointment Scheduling

Seamless CRM Integrations

Reduce Call Handling Costs

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Why Mortgage Brokers Choose Adaptify?

Automated Loan Inquiry & Document Requests

Easily provide loan details, pre-qualification info, and required document lists without manual effort.

Lower Administrative Costs

Reduce receptionist and administrative expenses—only $0.25 per minute.

Rapid Setup, Immediate ROI

A one-time $490 setup fee. Your AI agent can be operational in days.

Seamless CRM & Loan Management Integration

Sync with Encompass, Calyx, and other loan origination software for efficient client management.

24/7 Availability for Client Calls

Ensure clients can inquire about loan rates, pre-approvals, and applications anytime, even outside business hours.

Scalable for Growing Firms

Handle increased call volumes efficiently without hiring additional staff.

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Common Concerns from Mortgage Brokers

Will clients know they’re speaking with AI?

Our AI technology ensures conversations feel natural and professional, providing a smooth client experience.

Is the setup complicated?

No. Our team manages the entire setup, ensuring seamless implementation with minimal effort.

Can the AI agent handle mortgage-specific inquiries?

Yes. We customize responses to include loan application updates, pre-approval processes, and interest rate inquiries.

Is client data secure?

Absolutely. We adhere to strict compliance and encryption standards to protect sensitive financial data.

Simple Process

How Adaptify Works for Mortgage Brokers

Quick Setup

Tell us your firm’s needs and integration requirements, and we’ll configure your AI agent.

AI Powered Conversations

Your AI agent manages client inquiries, provides loan updates, and assists with document requests instantly.

Insightful Analytics

Gain real-time data on client interactions and trends to optimize your firm’s operations.

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Pricing

Transparent Pricing for Mortgage Brokers

*No contracts, no complications.*

Pay as You Go

$0.25/min

Only pay for the minutes used.

No contracts, no complications.

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One-Time Setup Fee

$490 Paid just once.

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Ready to Automate Your Mortgage Client Calls?

Join mortgage brokers optimizing client interactions, lowering costs, and improving efficiency.

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Frequently Asked Questions (FAQs)

Can Adaptify’s AI handle mortgage service-related inquiries?

Yes, we customize responses to include loan status updates, pre-approvals, and document submission assistance.

Are there any hidden costs beyond setup and per-minute fees?

No hidden fees. We offer a clear and transparent pricing model.

How soon will my AI agent be operational?

Typically within just a few days.

What happens if the AI can’t handle a request?

If an issue requires human intervention, the AI seamlessly escalates the call to a live representative.

Can I update or optimize my AI agent later?

Yes. Future updates and optimizations start at just $200.