An AI phone agent for mortgage brokers
that follows up while borrower intent is fresh.
Pre-qualifies borrowers and automatically follows up with connected, consented web leads.
- Pre-qualifies borrowers 24/7
- Automatic lead follow-up on Growth
- From $29/mo
Take the Call
Yourself
The fastest way to judge an AI phone agent is to be on the receiving end. Pick an agent, enter your number, and it calls you within moments.
Receive a live call and hear how it handles a real conversation.
42 hrs
average first response to a web lead in an audit of 2,241 companies — 23% never responded at all
Harvard Business Review7×
higher qualification odds for responses within an hour in a cross-industry company audit
Harvard Business Review~2 rings
how fast AutoCallFlow answers — evenings, weekends and closing days included
Outbound, on film
Watch it work a dormant database,
from a new lead to the booked appointment.
Two and a half minutes on a real-estate list — the same campaign engine your pre-approval and refinance follow-ups run on. New leads called within seconds, an old list worked in one evening, voicemails left, callbacks booked, the warm ones handed to you.
The short answer
AutoCallFlow's AI phone agent for mortgage brokers provides 24/7 inbound coverage, asks your approved pre-qualification questions, books consultations and produces call summaries. On Growth, it follows up within minutes when a connected workflow supplies a consented web lead. Inbound starts at $29 a month; outbound starts at $60.
Illustrative call
What the workflow
can sound like.
Fictional example: An opted-in borrower requests a mortgage consultation after hours.
AutoCallFlow agent
Hi there, this is the brokerage’s AI assistant following up on your consultation request. Are you buying, refinancing or just comparing options?
Caller
Buying. I expect to move in about three months.
AutoCallFlow agent
Thanks. I can collect the basics and book you with a licensed loan officer; I cannot quote or recommend a loan. Have you already spoken with a lender?
Caller
Not yet.
AutoCallFlow agent
There is an opening tomorrow at 10:30 AM. Would you like me to reserve it?
Caller
Yes.
Inquiry qualified · Licensed-officer appointment booked · Summary logged
What it does
Borrower calls handled,
connected leads followed up.
Provides 24/7 borrower-call coverage
The AI phone agent picks up in about two rings — evenings, weekends and while you're at a closing — reducing the number of rate inquiries that roll to voicemail.
Asks your pre-qualification questions
Purchase or refinance, price range, down payment and timeline — the agent asks the questions you approve and produces a structured outcome summary. Transcription is available when enabled and lawful under your policy.
Calls new leads back automatically
On Growth and up, AutoCallFlow calls a new web lead back automatically — so the first voice a borrower hears after the form is your agent's, not a competitor's.
Books consultations into your calendar
AutoCallFlow connects to Google Calendar and Calendly, offers real open slots and confirms — the appointment exists before the borrower hangs up.
Provides call summaries
Each call produces an SMS or email summary so you can prepare for the consultation. Recording and transcription are available when enabled.
Syncs borrowers to your CRM
New callers can be routed into supported CRM workflows. HubSpot and Google connect directly; mortgage-specific systems are scoped during onboarding before any write-back is promised.
Works with the tools you already run on.
Google Calendar, Calendly and HubSpot connect directly. Other CRM, booking, payment and phone workflows are scoped during onboarding.
Borrower details belong in your CRM the moment the call ends. Google Calendar and Calendly connect directly; mortgage platforms are scoped per account during onboarding. Systems commonly used by mortgage brokers: Surefire (ICE Mortgage Technology) · Total Expert · nCino Mortgage Suite · Jungo · BNTouch · Insellerate · Shape Software · Mortgage iQ · Cimmaron Mortgage Manager · Smartr365 · Twenty7tec · Iress. Exact read/write scope is confirmed during onboarding.
See all integrations
Prefer we build it?
Let us build your agent
— we'll contact you.
Tell us a little about your business and someone from our team will reach out to set the whole thing up.
- A review of how your calls are handled today
- A plan for what the agent should do
- A working agent, built and connected for you
Outbound campaigns
Rate shoppers don’t wait
for Monday morning.
Answering the phone serves the borrowers who reach you. Outbound campaigns reach the rest: AutoCallFlow calls new web leads back in minutes, follows up on pre-quals that stalled, and confirms consultations — from the Growth plan up.
01
A new inquiry lands
A consented web inquiry or supported CRM event can trigger the configured workflow automatically.
02
It calls back in minutes
The agent dials while the lead is still deciding, inside the calling hours you set.
03
It asks and answers
Your approved pre-qualification questions — loan amount, property and timeline — are captured in the outcome summary, with transcription available when enabled and lawful.
04
It books and logs
The appointment goes into your calendar. The outcome lands in your dashboard; recording, transcript and CRM write-back follow the settings and connections enabled for your account.
Campaigns it runs
Web leads get called while they’re still comparing — a borrower who books with you first rarely finishes the other five forms.
- Triggered by new leads in your CRM
- Runs your pre-qual questions on the call
- Books the consultation into your calendar
Borrowers who answered questions but never booked get a follow-up call on the schedule you set.
- Works from your open-lead list
- Follows up more than once, on your cadence
- Each outcome logged; recording when enabled
Confirm tomorrow’s consultations so your calendar reflects who is actually showing up.
- Confirms upcoming consultations
- Reschedules on the call when plans change
- Texts a confirmation after the call
Campaign run
LiveNew-lead callback
Outbound campaigns and automatic lead follow-up are included from the Growth plan ($60/mo). You set the calling window; AutoCallFlow dials inside it.
Inbound, on film
Watch a receptionist get built,
then answer a real call.
Three minutes: an agent gets built from a website, taught the hours and services and given a phone number — then answers a real call and moves a booking on its own.
Beyond the phone line
The same AI agents,
answering on WhatsApp.
Meet your customers where they text: automated responses, appointment reminders and instant answers to common questions, directly on WhatsApp.
How it works
Live before
your next missed call.
01
Tell it about your lending
Paste your website and pre-qualification questions, pick a voice, set booking rules. The Autoflow setup assistant builds the first version with you — about 10 minutes.
02
Connect a phone number
Get a new local number, or keep the one on your ads and email signature and forward it — direct SIP connection works too, no porting needed.
03
It starts answering — and dialing
Inbound calls get pre-qualified and booked from the first ring; on Growth, new web leads get an automatic follow-up call too. When recording is enabled and lawful under your policy, authorized reviewers can inspect calls in the dashboard.
The alternatives
An assistant, a service,
or an AI phone agent.
| Hiring an assistant | Answering service | AutoCallFlow | |
|---|---|---|---|
| Monthly cost | $3,000+ in wages alone | Provider-specific usage pricing | From $29 + usage overages |
| Coverage | ~40 hrs/week, minus sick days | 24/7, billed per minute | 24/7, included |
| Simultaneous calls | One at a time | Capacity varies by provider | 2–15 lines by plan |
| Pre-qualifies borrowers | Yes, after training | Scope varies by provider | Approved questions on handled calls |
| Knows your loan programs | After weeks of training | Reads from a script | Trained on your site & FAQs |
| Time to start | Weeks to hire and train | Days | About 10 minutes |
Staff cost benchmark: U.S. Bureau of Labor Statistics Occupational Outlook, receptionist median ≈ $37,000/year before benefits. Compare answering-service pricing and capabilities against each provider’s current quote.
Work out what your
missed calls cost you.
Your numbers
After hours, on a job, already on the phone.
One job, or a first visit if they come back.
Of the callers who got through instead of voicemail.
Recovered every month
$5,600
65 missed calls a month · about 16 jobs you aren't getting
Over a year
$67,200
A receptionist costs
$3,000/mo
An estimate from the numbers you entered, not a guarantee.
Don't read the reviews. Watch them.
“Dropped voicemails to 2300 leads… we got 87 call-backs!”
— Dustin R.
“Within 2 days, I had 9 call-backs. 2 of those deals are closing this week!”
— Amara S.
“We get more responses, better conversations, and it costs way less.”
— Malik A.
“You'll be booking way more showings and spending less time chasing.”
— Isabella C.
“We only talk to people who actually call back, already warmed up.”
— Steven L.
Pricing
Published monthly plans,
with usage priced clearly.
Start on Starter with one number and one agent; move to Growth for unlimited outbound campaigns and automatic follow-up on connected, consented web leads. Building your agent is free — you pay when you connect a number.
Starter
$29/mo
One agent answering one number, around the clock.
- 60 minutes included, then $0.22/min
- 1 phone number · 2 concurrent lines
- Booking, AI summaries & transcripts; recording when enabled
Growth
$60/mo
More lines, more agents, plus outbound follow-up.
- 220 minutes included, then $0.20/min
- 2 numbers · 6 agents · 5 concurrent lines
- Outbound campaigns & automatic lead follow-up
Pro
$150/mo
Caller memory and controls for regulated workflows.
- 360 minutes included, then $0.18/min
- 3 numbers · 15 agents · 15 concurrent lines
- Caller memory · regulated-workflow controls
Every plan supports around-the-clock answering within its configured capacity. Enterprise adds custom minutes and unlimited agents; extra minute bundles start at $0.12/min. Full pricing details
Start freeQuestions & answers
Asked before
you buy anything.
Google Calendar and Calendly connect directly. Surefire, Total Expert, Jungo, BNTouch and nCino are listed in the integration catalog for per-account scoping; during onboarding we confirm exactly which borrower fields and call outcomes your system can accept.
Your phone is ringing
right now, somewhere.
Every call that goes to voicemail is a job someone else is about to get. Put something on the end of the line tonight.
Free to start · no credit card · keep your existing number