AI Voice Agent for Mortgage Brokers & Loan Officers

Never Lose Another Qualified Borrower to Slow Response Times

Your AI voice agent captures mortgage leads in under 60 seconds, pre-qualifies borrowers with income and credit questions, and delivers warm handoffs to your team—so you close more loans while competitors are still leaving voicemails.

Talk to Our AI About Your Mortgage Business

Why Mortgage Professionals Choose SimpleUP! AI

3x

More Leads Handled Per Loan Officer

87%

Pre-Qualification Rate Before Human Contact

< 60s

Average Response Time to New Leads

Your AI Phone Agent Handles the Heavy Lifting

Lightning fast lead capture icon

Lightning-Fast Lead Capture

  • Responds to leads in under 60 seconds via phone
  • Captures borrowers before they contact your competitors
  • Works 24/7, even when your team is with other clients
AI voice agent capturing mortgage leads fast
Smart pre-qualification icon

Smart Pre-Qualification by Phone

  • Gathers income, assets, credit score, and loan amount
  • Identifies purchase vs. refinance scenarios automatically
  • Flags urgent timeline buyers for immediate priority
AI pre-qualifying mortgage leads by phone
Rate shopping defense icon

Smart Rate Shopping Defense

  • Immediately addresses rate and fee concerns before they shop
  • Explains your unique value beyond just rates
  • Converts "just looking" leads into engaged prospects
AI defending against rate shopping

AI Voice Agent vs. Traditional Follow-Up

Manual Follow-Up SimpleUP! Voice AI
Response Time 2-4 hours average Under 60 seconds
Lead Qualification Happens during first call Pre-qualified before handoff
After-Hours Coverage Voicemail only 24/7 live phone engagement
Rate Shopping Conversion 15-20% typical 45-60% with AI engagement

Stop Losing Loans to Faster Competitors

"We were losing 40% of our leads to faster lenders. Now our AI answers instantly by phone and we're converting 3x more rate shoppers into actual applications. Game changer."

— Sarah M., Senior Loan Officer

Speak with Our AI Mortgage Agent

Experience how our AI voice agent captures a rate shopping lead, pre-qualifies their scenario, and sets up a warm handoff to your team—all in under 2 minutes.

No more chasing leads who've already locked with competitors.

Common Questions About AI Voice Agents for Mortgage

An AI voice agent for mortgage brokers is an automated phone receptionist that captures leads instantly, pre-qualifies borrowers with questions about income, credit, and loan needs, and delivers warm handoffs to your team using natural phone conversations.

Our AI voice agent immediately engages callers, addresses rate and fee concerns before they shop competitors, explains your unique value proposition, and converts price-focused callers into relationship-focused prospects—all within the first call.

Yes. The AI gathers key information including income, assets, credit score range, loan amount, and timeline—all through natural phone conversation. By the time leads reach you, they're already pre-qualified and ready to move forward.

Too Long; Didn't Read?

Your AI voice agent responds to mortgage leads in under 60 seconds, pre-qualifies borrowers by phone, and hands off warm leads to your team. Stop losing loans to faster competitors.

Get Started Today

Implementation in 24 hours

Ready to Never Miss Another Qualified Borrower?

AI Voice Agents start at $399/month. AI Webchat Agents start at $199/month.
+ usage

Schedule Your Demo