Respond to every lead in seconds, follow up automatically, and find the refi opportunities already sitting in your database — with one AI Assistant built for the way broker shops actually run.
A broker shop is a small business where the owner is also the sales team, the marketing department, and the follow-up system. AI doesn't replace your judgment on a file — it replaces the three roles you can't afford to hire.
Retail loan officers have infrastructure: branch marketing, company-generated leads, assistants, call centers. Brokers have a laptop, a phone, and a reputation. That gap is exactly where AI earns its keep — not writing sonnets about interest rates, but doing the repetitive, time-sensitive work that decides whether a lead becomes a closing.
Purchased leads, website inquiries, Zillow referrals — the AI Assistant responds in your voice within a minute, 24/7. In a broker shop where every lead has a cost, speed-to-lead is the difference between funding the loan and feeding your competitor.
Birthdays, anniversaries, post-close check-ins, rate alerts, review requests — the long-cycle nurture every broker knows produces repeat business and almost nobody sustains manually while packing out a pipeline.
A built-in power dialer with local presence for your call blocks, and AI appointment scheduling that books qualified consults straight to your calendar — no back-and-forth, no phone tag.
Side-by-side loan scenarios generated with your pricing, sent in seconds instead of after lunch. For broker shops competing on options, quoting speed is a closing advantage.
When you buy a lead, you're in a race you didn't schedule. The borrower submitted that form to three lenders, and the first useful response usually wins the conversation. If you're in a closing when the lead lands, you lost before you knew you were playing.
The AI Assistant closes that gap. It responds in under a minute, in your voice, at 2pm or 2am. It qualifies through conversation — purchase or refinance, timeline, rough credit picture, property type — the way you would on a first call. And when the borrower is worth your time, it books the consult straight into your calendar and confirms it, which is where the lift in show-up rates comes from.
The leads that don't convert on the first pass — most of them — don't die in a spreadsheet. They enter automated follow-up: rate alerts when the market moves their scenario, anniversary and birthday touches, check-ins in your voice. A “not yet” from March resurfaces in September when it becomes a yes.
Every broker knows the math: past clients and referrals close at multiples of purchased leads, and cost almost nothing. The problem is that nobody has time to watch a thousand past clients for the moment one of them should hear from you.
Property Pulse does the watching. It monitors your database against live property and equity data across 150M+ property records, and flags the moments worth a call: a rate drop that makes a refinance pencil, equity that supports a HELOC, a PMI threshold crossed. Each alert arrives with the numbers behind it, so your first sentence is specific — “your rate is 7.1%, today's market says we should talk” — not a generic check-in.
For a broker, this is the compounding advantage: every loan you close makes next year's pipeline stronger, because the AI never forgets a past client the way a busy human does.
A retail LO has one price sheet. You have dozens of wholesale relationships, and the right answer for a bank-statement borrower in Texas is different from the right answer for a DSCR investor in Florida. That research — who advertises the program, what the guidelines look like, who your account executive is — eats hours per tricky file.
The wholesale lender directory puts that research in one place: source-linked lender profiles, advertised program categories, broker portal and contact links, and side-by-side program comparison — every field dated and attributed, so you can verify before you submit. It's the same discipline you apply to files, applied to lender data.
Pair that with the AI Assistant and the loop closes: the directory helps you place the file, the CRM tracks it from submission to clear-to-close, and the AI keeps the borrower and the referral partner updated at every milestone — app submitted, in underwriting, approved, funded — without you sending a single manual status email.
The same platform, but the leverage lands in different places.
| Retail LO | Broker | |
|---|---|---|
| Where deals come from | Branch marketing, company leads, realtor referrals | Your own relationships, purchased leads, and your past-client database |
| Who follows up | Often a team — LOAs, marketing departments, call centers | Usually you, between processing conditions and pricing exceptions |
| Lender selection | One price sheet | Dozens of wholesale lenders — the right fit is a research project per file |
| What AI has to replace | Some admin work | The marketing department, the assistant, and the follow-up system you don't have |
None of this makes the broker model harder — it's why brokers win on service and options. It just means the leverage from automation is larger, because there's no institution behind you doing it manually.
From one-person brokerages to growing teams.
Run a one-person shop with the response time and follow-up discipline of a much larger operation. The AI covers the desk while you're at closings.
Shared pipeline, role-based routing, and multi-LO reporting — every loan officer's book stays warm without adding admin staff.
Company branding, team management, and optional branded websites for every LO on your roster as you recruit.
The practical answer: it answers every new lead in under 60 seconds, qualifies borrowers through conversation, books appointments to your calendar, runs your long-term follow-up campaigns, and monitors your database for refinance and equity opportunities. It handles the repetitive, time-sensitive work so you can spend your hours structuring and closing loans.
Both use it, but broker shops feel the difference most. Retail LOs often have marketing departments and call centers behind them; brokers usually are the marketing department. The AI Assistant covers lead response, follow-up, and database reactivation — the roles a broker shop typically can't hire for.
Yes. Native two-way integrations with Arive, LendingPad, and Byte, plus Zapier for everything else. And when you're placing a file, the built-in wholesale lender directory lets you research lender programs, guidelines, and broker contacts without leaving your workflow.
Property Pulse monitors your past clients against live property and equity data across 150M+ property records. When a past client's rate, equity, or PMI situation crosses a threshold, you get an alert with the numbers behind it — so your first sentence on the phone is specific.
Every plan starts with a 14-day trial for $1. Websites and Property Pulse are optional add-ons. See the pricing page for current plan and add-on pricing.
Start your 14-day trial for $1 and watch the AI answer, qualify, and book your next lead — or book a demo and see it on your own pipeline.