Finance

From "Can I afford a house?" to closing day, with every step in order

Your AI agents help home buyers on WhatsApp, social media, web chat, phone and email. They ask pre-qualification questions, request documents, book time with you and keep clients updated on where their loan stands. The lender's evaluation and offer are always handled by you.

I want an AI agency for my mortgage business See plans

Mortgage advisors and brokers● Online

Simulated sample conversation. Not a real customer.

What eats your time today

You get tons of "How much can I borrow?" messages and spend hours with people who have no verifiable income or have late payments on their credit report.
Building the loan file is a chase: pay stubs, bank statements, IDs, certificates.
Clients message you every day asking about their application, appraisal or closing.
The real estate agents who refer clients to you don't know the status and get frustrated.
You lose people who don't qualify today but could in a few months, because nobody follows up with them.

Your AI agents

AI Receptionist

Replies instantly, explains the mortgage types you handle (bank loans, Infonavit and Fovissste housing funds, co-financed loans) and introduces itself as an automated assistant.

Lead Qualifier

Asks about income type, time at current job, monthly income range, target home price and down payment, without requesting sensitive data over chat.

Document Assistant

Sends the document checklist for each income type, receives files via a secure link and flags what's still missing from the file.

Loan Status Agent

Keeps the client and the real estate agent informed of the stage you update: application, approval, appraisal, notary instructions and closing.

Nurture Agent

Follows up with people who don't qualify yet, using reminders and content you approve, and re-engages them when their situation changes.

Your customer journey, automated

Pick a stage to see what the AI does.

Lead capture

Prospects arrive from an ad, a housing development or a partner real estate agent; the AI replies and records the source.

Qualification

Pre-qualifies with general questions about income, job tenure, down payment and home price to prioritize viable cases.

Appointment

Books a consultation with you to review options and formally authorize the credit check.

Service

Builds the loan file with reminders for each document and lets you know when it's complete and ready to submit.

Follow-up

Updates the client and the real estate agent at every stage and sends reminders for the appraisal and the closing at the notary.

Loyalty

After closing, asks for a review and referrals, and later offers to review a better rate or refinancing with you.

Included automations

Instant reply and pre-qualification using general ranges, without requesting credit history over chat.
Consultation booking with confirmation and reminder.
Document checklist by income type with individual reminders for each missing item.
Internal alert when the loan file is complete and ready to submit to the bank.
Automatic notification to the client and real estate agent every time the advisor updates the loan stage.
Appraisal and notary closing reminders with the address and documents to bring.
Nurture follow-up for prospects who aren't viable today, with a check-in scheduled for the months you choose.
Review and referral request after closing.

Data saved in your CRM

Income type and stated job tenure
Monthly income range and available down payment
Approximate home price and target area
Loan type (bank, Infonavit, Fovissste, co-financed)
Process stage (file, approval, appraisal, notary, closing)
Referring real estate agent or development

Compliance and AI limits

The AI never approves, guarantees or promises loans, rates or amounts; it only offers general guidance, and the offer comes from the financial institution.
Checking the Buró de Crédito (Mexico's credit bureau) requires the client's express authorization through the formal channel; the AI never requests or runs it over chat.
Information on costs, APR (CAT) and terms is shared only through each institution's official materials, in line with CONDUSEF consumer-protection guidelines; review this with your legal advisor.
Documents and personal and financial data handled under Mexico's LFPDPPP data protection law, received through a secure link rather than loose messages.
Messages to real estate agents only share the loan stage, never the client's income or history, unless the client authorizes it.

Integrations

Advisor's calendar
Secure links for loan file uploads
Lender calculators or reference tables via custom integration
Email and WhatsApp Business
Partner real estate agent portal or group for status updates

What we measure

First response time
Prospects pre-qualified as viable
Complete loan files and time to complete them
Loans at each stage through closing
Nurtured prospects re-engaged

Frequently asked questions

Does the AI tell clients how much they can borrow?

It never gives approved amounts. It can explain in general terms what affects a loan and book time with you; approval and the offer come from the bank or housing fund.

Does it check the credit bureau?

No. That check requires the client's formal authorization, and you run it through the institution's channel. The AI only asks in general terms whether they know their situation.

How does it receive documents?

Through a secure upload link. In the CRM you can see which documents have arrived and which are missing, and the AI only sends reminders for what's pending.

Can real estate agents see the progress?

They receive stage updates (under review, approved, appraisal, closing) without the client's financial details, unless the client authorizes it.

What happens with people who don't qualify today?

They go into a nurture sequence with spaced-out reminders and are re-engaged when their situation changes, without being overwhelmed.

Recommended plan for your business

For businesses that already have demand and want to convert more, answer the phone, and take care of their customers.

Every plan includes setup, CRM and support. Prices in US dollars (USD), excluding VAT. Channel usage is billed separately from a prepaid balance.

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Recommended

AI Sales

Everything in Reception, plus phone, follow-up, and reputation.

US$899 /moUS$8,846 /year

Pay annually: US$8,846/year · you save US$1,942 (18% off for a limited time)

18% off for a limited time · equals US$737.17 per month · you save US$1,942

+ US$1,329 setup (one-time fee)

The setup fee is invoiced before your account is activated.

First year: US$12,117First year: US$10,175

Everything in AI Reception
24/7 AI voice receptionist that answers your phone
Follow-up after appointments and proposals
Customer win-back, birthday greetings, and referrals
Review requests and draft replies for your approval
Internal agents: daily summary, CRM audit, and opportunity follow-up
Lead scoring
Monthly report with the agreed metrics

For businesses that already have demand and want to convert more, answer the phone, and take care of their customers.

15-day trial with basic implementation included. When it ends, your subscription is charged automatically; you can cancel before then.

Choose this plan