An AI assistant that qualifies your mortgage leads by text

The problem: leads contacted too late, or poorly qualified

A prospect who writes in the evening, or while you’re in a meeting, often waits hours for a reply. In the meantime, they’ve written to someone else. And when you finally call back, you sometimes find out mid-call that they’re only shopping around out of curiosity.

The assistant solves both problems: it replies right away, and it screens leads before they take up a slot in your calendar.

How the conversation goes

1. A new lead comes in.
2. The assistant texts them in under a minute.
3. It asks the qualifying questions: the project (purchase, pre-qualification, refinance or renewal), income, down payment.
4. It books the appointment.
5. You receive a screened lead, with their answers already in your tools.

A score out of 10 for every lead

Every lead gets a score out of 10, produced by a tested algorithm. An 8 out of 10 is a high-potential file: that’s the one you call back first. Tire-kickers are spotted before the meeting.

The smart form

The form carries your branding. It gathers the project details and produces a borrowing-capacity estimate and a PDF summary of the file. The answers are written to your CRM and MortgageBOSS: nobody retypes them.

Why text, and not a voice agent

It’s a deliberate choice. Voice agents aren’t yet up to the task for complex mortgage questions in Québec French, and most people would rather type than talk to a robot. Text gets better answers. The day voice is ready, we’ll add it.

What the assistant doesn’t do

Automated processing assists the broker; it doesn’t decide for them. Every automated message explains how to opt out: just reply STOP. Conversations are never sold or used to train AI models.

The AI assistant by text and automatic appointment booking are part of the Complete plan. The smart form and the potential score are included in all plans.

Frequently asked questions

How quickly does the AI assistant reply to a new lead?

In under a minute, by text.

How is the potential score determined?

Every lead gets a score out of 10, produced by a tested algorithm. You see it before the meeting.

Does the AI assistant work by phone?

No, by text only. It’s a deliberate choice: voice agents aren’t yet up to the task for complex mortgage questions in Québec French.

Where do the prospect’s answers go?

Into your CRM, into MortgageBOSS and into a PDF summary of the file.