AI books mortgage consultations for you automatically. No phone tag, no back-and-forth. Just qualified appointments on your calendar.
AI books qualified appointments straight onto your calendar. Zero phone tag.
During the AI conversation, the assistant confirms readiness and intent.
The AI checks your availability in real time — Google, Outlook, or LoanOfficer.ai calendar.
The lead picks from real openings inside the same SMS or email conversation.
Calendar invite sent, plus SMS/email reminders to reduce no-shows.
Every minute spent scheduling is a minute not selling. AI-driven scheduling turns qualifying and booking into a single seamless conversation.
Lead submits a form — the AI qualifies, offers times, and books before they close the tab.
AI coordinates a three-way call with the borrower, agent, and you automatically.
When Rate Watch fires, AI books refi discussions with qualified past clients.
Yes — the $1 for 14-Day Trial gives you full access to every feature, including AI Appointment Scheduling.
No. Onboarding walks you through configuration and the AI is trained on your voice and workflow. If you can use email and SMS, you can use it.
Yes — native integrations with Arive, LendingPad, and Byte, plus Zapier for 5,000+ apps.