AI Receptionist for Mortgage Brokers & Loan Officers

Never miss a rate-sensitive lead again.

Rate shoppers call 3–4 brokers and sign with whoever answers first. Attendly captures every inquiry 24/7 — pre-qualifying borrowers, answering rate questions, scheduling callbacks, and turning after-hours anxiety into booked consultations. One closed loan pays for years of Attendly.

Get Started — Mortgage Plan → See Pricing
★ ★ ★ ★ ★ Trusted by mortgage brokers and loan officers nationwide  ·  30-day money-back guarantee
$3K–$15K+
average origination fee per closed loan — one missed call from a rate-shopping borrower can cost you thousands in a single afternoon
3–4 Brokers
the average rate shopper calls before committing — they go with whoever answered first, not necessarily the best rate
24/7
Attendly answers — capturing anxious homebuyers and refinance inquiries even at 11pm when your competition is dark

★ ★ ★ ★ ★    Built for mortgage professionals — not a generic answering service    ★ ★ ★ ★ ★

You're on a call closing one loan. A first-time buyer just called — and your voicemail answered for you.

They had a simple question: "Can I qualify for a $450,000 home with my income?" They called you, two other brokers, and a bank. You were busy. One of the others answered. That borrower is now in underwriting — with your competitor.

That's a $6,000–$12,000 origination fee that walked out the door because you were doing your job. Attendly makes sure that never happens again.

  • 📞 Brokers on calls with one client miss new rate-shopping borrowers who need an answer in minutes — not hours
  • 🏠 First-time buyers and refinance shoppers call 3–4 lenders simultaneously and commit within the hour
  • 📬 Pre-approval inquiries go to voicemail — borrowers don't leave messages, they call the next broker on their list
  • 🌙 Anxious homebuyers call after hours when they find a property and need to know if they can move fast
  • 📈 Refinance surge periods overwhelm small teams — when rates drop, call volume spikes and opportunities are lost in the chaos
Amanda T.
Tue 2:18 PM — "First-time buyer, $95K income, want to know max purchase price"
Missed
James & Lisa R.
Wed 7:44 PM — "Found a house we love, want pre-approval ASAP"
Missed
Carlos M.
Thu 11:03 AM — "Rates dropped — want to refinance my $380K mortgage"
Missed
Priya S.
Sat 9:17 PM — "Pre-qual done, consultation booked Monday 10am"
Attendly

One closed loan covers Attendly for years.

The average mortgage origination fee runs $3,000–$15,000+ depending on loan size and structure. Attendly costs $99/month. A single borrower you would have otherwise lost to voicemail pays for the entire year — with money left over for a family vacation.

$3K–$6K
typical origination fee on a $300K–$500K purchase loan — one captured inquiry pays for Attendly for 2–5 years
$6K–$15K+
origination fee on jumbo and high-value loans — a single after-hours borrower captured is a year of Attendly for free
$99/mo
Attendly Starter — less than one hour of your time, paid for by the very first borrower it captures. Cancel anytime.
Stop Losing Borrowers to Voicemail →

Built for mortgage professionals. Not a generic chatbot.

Attendly handles the mortgage-specific scenarios your pipeline depends on — around the clock.

🏡

Pre-qualification intake, 24/7

When a borrower calls asking "can I qualify?", Attendly gathers their income, employment type, credit range, desired loan amount, and purchase timeline — fully pre-qualifying them before you pick up the phone. You wake up to warm leads, not cold voicemails you'll never return in time.

📊

Rate inquiries & product questions

Handles common questions about current rates, loan types (conventional, FHA, VA, jumbo), down payment requirements, and PMI — without giving specific rate quotes. Collects borrower context and routes the conversation to you with everything needed to follow up intelligently and close.

📋

Document checklist & status updates

Borrowers in process always want to know what's needed next. Attendly provides standard document checklists (W-2s, pay stubs, tax returns, bank statements), answers common document questions, and routes specific application status requests to your team with clear context attached.

📅

Callback scheduling & consultation booking

Lets rate-shopping borrowers schedule a callback or consultation at the moment of highest intent — even at 9pm on a Sunday. Sends confirmation and reminders. You never lose a hot lead because they called after hours and moved on to whoever was available first.

🌙

After-hours lead capture

Homebuyers find properties on evenings and weekends. When they're excited and need pre-approval information immediately, Attendly is there — capturing their details, answering first-level questions, and making sure you have a complete lead waiting when you open Monday morning.

🔄

Refinance surge handling

When rates drop and call volume spikes 3–5x overnight, Attendly absorbs the overflow without missing a single inquiry. Every refinance caller gets an immediate response, a pre-qualification started, and a callback scheduled — so you capture every opportunity the rate drop creates.

How Attendly handles mortgage scenarios

Real examples of what your AI receptionist does while you're closing deals.

🏠

First-time buyer calls asking if they can qualify — you're mid-closing call

Attendly picks up at 2:30pm while you're on a call with underwriting. It walks the borrower through a friendly pre-qualification intake — income, job type, credit range, target home price, timeline. Books a consultation for the next morning. You finish your call and find a fully pre-qualified first-time buyer in your calendar. That's a $5,500 origination fee you almost lost to your competitor down the street.

✓ Handled automatically
😰

Couple calls at 9pm — they found their dream home and need pre-approval ASAP

They submitted an offer and their agent told them to get a pre-approval letter by tomorrow morning. They're panicked. Attendly answers, calms them down, gathers their financials, explains what they'll need for a full pre-approval, and books a 7am call with you. You wake up to a complete intake form and a motivated buyer ready to move fast — not a "we went with someone else" message.

✓ Handled automatically
📉

Rates drop 0.5% on a Tuesday — your phone rings nonstop all day

You have 4 existing clients in pipeline plus 12 new refinance inquiries all coming in simultaneously. Attendly handles the overflow — pre-qualifying every new caller, scheduling callbacks in priority order, answering basic "should I refinance?" questions, and routing urgent existing-client questions to your cell. You end the day with a full pipeline instead of 8 voicemails you'll never get to.

✓ Handled automatically
📁

Borrower in process calls asking which documents are still missing

They're nervous about their closing timeline and can't reach you. Attendly answers, provides the standard document checklist for their loan type, reassures them about the timeline, and flags their specific question to your team with context. The borrower hangs up feeling taken care of. You get a clean summary instead of an anxious voicemail — and your client retention stays intact.

✓ Handled automatically

What mortgage brokers are saying

Real results from loan officers that stopped missing rate-sensitive borrowers.

★ ★ ★ ★ ★
"Rate shoppers don't wait. I was losing leads to competitors simply because I couldn't answer fast enough. Since Attendly, I capture every inquiry — including the ones that come in at 10pm when buyers find a property. Closed two loans last quarter I would have 100% lost."
DM
Derek M., Mortgage Broker
Independent broker, 9 years
★ ★ ★ ★ ★
"When rates dropped in March I was absolutely buried. Attendly handled the refinance surge flawlessly — pre-qualifying every caller, booking callbacks, keeping existing clients calm. I ended up with my best month ever instead of drowning in missed calls."
SL
Sandra L., Loan Officer
Mid-size brokerage, 15 years
★ ★ ★ ★ ★
"First-time buyers call with anxiety and basic questions at all hours. Attendly handles those intake calls better than I'd expect from a junior processor — it asks the right questions and books them directly into my calendar. Setup took one day and it just runs."
KR
Kevin R., Mortgage Broker
Solo practice, first-time buyer specialist
🛡️

30-Day Money-Back Guarantee

Try Attendly risk-free. If you're not capturing more borrower inquiries and after-hours leads within 30 days, we'll refund every cent. No questions asked.

Attendly vs. your current mortgage office setup

Human Receptionist
Attendly
Cost
$38–55K/year salary
$99–199/month
After-hours borrower capture
Voicemail only
24/7 intake & pre-qual
Pre-qualification intake
Ad-hoc, inconsistent
Structured every time
Refinance surge capacity
Overwhelmed, calls missed
Handles unlimited volume
Rate & product questions
Business hours only
Answered instantly, 24/7
Consultation scheduling
Business hours only
Anytime, automatic
Sick days / staff turnover
Yes
Never

Simple pricing for mortgage professionals.

Less than one origination fee. Cancel anytime.

Starter

$99/mo
For solo brokers and small teams

First month: $224
Includes one-time $125 setup fee — then $99/mo

150 credits / month
  • AI borrower inquiry responses (24/7)
  • Pre-qualification intake & capture
  • Rate & product question handling
  • Consultation & callback scheduling
  • Document checklist information
  • Dashboard & analytics
Get Started — Starter

or pay with card directly

Common questions from mortgage professionals

Does Attendly integrate with my LOS or CRM?

Attendly works via an email-based intake flow and syncs with Google Calendar for consultation scheduling. Deep integrations with mortgage LOS platforms (Encompass, Calyx, Byte, SimpleNexus) are on the roadmap. Most brokers are live and capturing leads within 24 hours — the $125 setup fee covers white-glove configuration of your intake questions, routing rules, and qualifying criteria.

Will Attendly give borrowers specific rate quotes?

No — and that's intentional. Attendly is trained to handle initial qualification and information gathering without quoting specific rates, which protects you from compliance issues. It collects borrower context (income, credit range, loan amount, timeline) and routes them to you for a personalized rate discussion. You close with accurate, current rates — Attendly gets them in the door.

How does it handle borrowers who are mid-process and calling about their loan status?

Attendly provides general information about what's typically needed at each stage, answers common document questions, and reassures anxious borrowers about timelines. For specific pipeline updates, it collects the borrower's context and routes the request to your team with a clear summary — so you can respond with everything you need already in hand.

Can I customize the pre-qualification questions for my specific loan products?

Yes. During onboarding you configure the intake questions, loan product information, qualifying criteria, and routing logic for your practice. Attendly asks the questions that matter for your pipeline — whether you specialize in first-time buyers, VA loans, jumbo, or refinances. The $125 setup fee covers this white-glove configuration.

How long does setup take?

Most mortgage brokers are live and capturing leads within 24 hours. The one-time $125 setup fee covers a complete white-glove onboarding — we configure your AI receptionist with your loan products, intake questions, team routing, and scheduling rules. You review and approve everything before going live. No technical knowledge required.

A borrower is rate-shopping right now.

They're calling 3 brokers. The one who answers first wins the loan. Attendly makes sure that broker is always you — capturing every inquiry, every pre-approval panic, every after-hours lead, so your pipeline stays full regardless of when the calls come in.

Get Started — Set Up in 24 Hours →

30-day money-back guarantee  ·  Cancel anytime  ·  No long-term contracts