Mortgage Pre-Qualification Automation: Save 10+ Hours a Week

Every loan officer knows the drill: 30-45 minutes on the phone collecting income, employment, assets, and credit info before you even know if the borrower qualifies. Multiply by every lead and that's a part-time job.

What AI Pre-Qual Captures

• Borrower name, DOB, contact info
• Property type, occupancy, location
• Income source, employer, monthly amount
• Credit score range (self-reported)
• Down payment amount and source
• Timeline and motivation

How It Works

AI calls (or texts) the lead, runs a structured conversation, captures every data point, drops it into your LOS or CRM, and tags the lead based on product fit.

Time Saved

A typical LO handling 40 leads/week saves 15-20 hours by removing manual pre-qual. That's another full week of closings each month.

Conversion Lift

Borrowers complete 90%+ of structured AI pre-qual conversations vs. 40-60% completion in form-only flows. More qualified pipeline, faster.

Compliance Built In

Recorded calls, disclosed AI presence, captured consent, full audit log. Every interaction is defensible.

Book a demo to hear AI pre-qual in action.